We've been selling the
Here are some real world examples of some business challenges
- Automated the quoting process in
Microsoft Dynamics CRM for an Insurance Agencythat needed to track and respond to Requests For Proposals (RFP’s)
- Workflow rules streamline the communication and sending of RFP’s to insurance carriers.
- Agency-wide visibility into the statuses of outstanding RFP’s by prospective customer and insurance carrier.
- Significant time savings in order to create send and track RFP responses.
- Created a client rating system in
Microsoft Dynamics CRM for a Financial Advisory firmthat wanted to automatically grade its clients based on different factors of the firm / client relationship.
- Aggregated four key criteria to determine a single rating based on the client's overall holistic value to the firm.
- Rating system will be utilized for more targeted marketing campaigns and appropriate holiday gifting.
- Built a
custom dashboard in Microsoft Dynamics CRMfor a Home Health Care Agency that needed quick visibility into the number and type of cases scheduled for each home healthcare aide.
- Real time chart of weekly and monthly scheduled cases by service type.
- Provides a more accurate picture of case workload and reduces scheduling conflicts.
- Phase 2 discussions will focus on automated service case matching with home healthcare aide skill sets.
By AbleBridge, a