CRM Redesign

January 10, 2015 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.

 

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