From Customer Management to Engagement: Learn How Glatfelter is Leveraging CRM to Power their Journey

Available On-Demand
Date Held: January 30, 2013
Hosted by: Microsoft and Customer Effective
Duration: 1 Hour
Sponsor: Microsoft

Although we've seen dramatic changes in how and when insurance carriers engage with their customers throughout the sales cycle, the tools enabling them to do so have been lacking. Traditional CRM is too focused on managing the customer and the relationship. To stay ahead of the curve, insurance carriers need to shift their attention to helping employees to engage with the customer and to build and strengthen the relationship. That means changing the way we think about CRM.

While the traditional CRM model helps managers and executives understand the overall picture by tracking customer information and contact history, managing the sales pipeline and enabling analysis of sales performance and customer data, the CSRs and salespeople entering data and updating/capturing contact histories rarely get more out of the system than they put in.

Register to learn:
  • How a successful insurance carrier is adding value to their people on the front line with outcome-driven, results
  • How focused data is empowering them to know their customer and elevate the customer engagement experience while producing increased levels of service, satisfaction and sales

  • Speakers:
    Tom Feher, Financial Services Industry Director, Microsoft Dynamics
    Tap Haley, Director of Insurance Solutions, Customer Effective
    Wayne Umland, CIO, Glatfelter Insurance Group
    Larissa Tosch , Application Director, Glatfelter Insurance Group

    Who should attend:
    Chief Marketing Officers, VP Marketing SVP Marketing, Director Marketing
    Customer Service - VP, SVP, Directors
    Sales/Sales Operations - VP, SVP, Directors, CSOs, CRM Programs, eCommerce
    Business Operations - VP, SVP, Directors, Business Analysts, Chief Analytics Officers, Chief Strategy Officer, Chief Operation Officer
    LOB Management


    Featured Speaker: