The basics of any company is to get great financial results to be able to build and grow the business. But in a time where both price and customer retention rates are under pressure this requires a strong focus. You need to have the right insights in your Marketing and Sales Effectiveness to forecast precisely and to understand that you are doing the right things while doing the things right. You must act on important events like policy renewal dates and changes in your customers’ situation. Can you keep up? Let us help you.
Without insights you can’t drive your business. You need to understand and to predict business results to manage
them. What a difference would it made if you have a crisp and clear view on the sales funnel and the forecasting of
your direct sales and your distribution network? Or on the customer value? And what if you had those same insights if
it comes down to customer satisfaction to better predict retention rates.
Traviata is based on the foundations of Microsoft Dynamic 365 enabling us to unleash the full potential of that
platform, but with a clear insurance flavor to it. Think about the creation of landing pages for specific insurance
offerings or the design of interactive customer journeys to nurture insurance leads with personalized experiences.
Sales, both direct, indirect, digital and physical needs to be supported in the best possible way to ensure renewals
and new Sales. The Microsoft Dynamics 365 Suite already offers out-of-the-box support for the process (a complete
lead to policy management tool). But what if you could help your Sales also to have better and more meaningful customer
touchpoints? And what if we could combine that with more structured Sales feedback?