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One of the Spanish leading insurance companies empowers its agents with mobile CRM tool
Technology Category
- Functional Applications - Enterprise Resource Planning Systems (ERP)
Applicable Functions
- Sales & Marketing
Use Cases
- Remote Asset Management
- Remote Collaboration
Services
- System Integration
The Challenge
Catalana Occidente, one of Spain’s largest insurance groups, needed a technology solution that would hold all business information, integrate with other business tools (such as SharePoint and Outlook), and make the data available for their insurance agents from anywhere via mobile devices. The company has an extensive external commercial network of agents who visit customers every day. As the CRM is the source for all the relevant business and customer data for the agents working on the go, they needed a tool for accessing this data and at the same time updating the data from their mobile devices. The requirements for the mobile tool included offline functionality, responsiveness and ease-of-use, simple scalability, easy management of business and administrative tasks, and compatibility with major mobile operating systems.
About The Customer
Catalana Occidente is one of Spain’s largest insurance groups, with over 4 million customers and more than 20,000 agents. This major holding group comprises of several subsidiaries: Seguros Catalana Occidente, Seguros Bilbao, Plus Ultra Seguros, Atradius, Atradius Re, Crédito y Caución, NorteHispana, Catoc, Vida, Cosalud, and other complementary entities. The company has a broad product portfolio and a growing number of agents. Microsoft Dynamics CRM 2011 is the heart of Catalana Occidente‘s business operations with more than 4,500 users. It holds almost 30 million records; throughout the year they are working with more than 1.2 million active business records, 600,000 open business opportunities and many new activities that are created every day.
The Solution
Catalana Occidente chose Microsoft Dynamics CRM with Resco Mobile CRM. The solutions were customized to the needs of Grupo Catalana Occidente and implemented by Microsoft and Resco partner Prodware Spain SA. Currently about 200 sales agents (and rising) use the Resco Mobile CRM application to have up-to-date information from Microsoft Dynamics CRM from any mobile device. The solution was published in the repository of mobile applications so that all Catalana Occidente’s agents of the external commercial network are able to download the application for their convenience. Two versions of one application were created. Besides, the agents make use of new personalized entities in their Resco Mobile CRM application.
Operational Impact
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