CRM Redesign

Leah Hoffmann

A F500 insurer was struggling to redesign its CRM as the business shifted to a B2B2C model. Business Talent Group’s consultant—an experienced project manager and health data specialist—worked to coordinate internal workstream leaders and make sure the tech vendor was aligned with the needs of the company.

The resulting CRM tracked all relevant analytics across the company’s customer base in a more streamlined and efficient way, eliminating redundant data records and providing execs with the most relevant data for key accounts.

 

Previous Article
Assessing and Redesigning the HR Operating Model
Assessing and Redesigning the HR Operating Model

The CEO of a global insurance company had been through four CHROs in as many years. Realizing she needed to...

Next Article
Innovating on the Internet of Things
Innovating on the Internet of Things

Internal research at a F500 insurance giant revealed that many customers live in Smart Homes, which connect...

Do you know the top financial services talent trends this year?

Get the Report