Siebel based CRM application for a German Insurance

Siebel based CRM-Application with focus on Workflow Management

Business Challenge

 Design and development of a CRM-application with focus on the Workflow Management  Merge with a westphalian Insurance and an Insurance in northern Germany required a process- and IT alignment  Connection of the external interfaces to Siebel CRM

© Copyright GFT Technologies AG

Siebel based CRM-Application with focus on Workflow Management

GFT Performance

 Support with the Migration of the CRM Application from Siebel 7.5 to 7.8  Ensuring of client capability for the merged insurances  Support with the integration of the Host-Portfolio system of the northern insurance  Support within the developement of Workflow/CRM as a subproject in-between the project 2,5

© Copyright GFT Technologies AG

Siebel based CRM-Application with focus on Workflow Management

Outcome/Benefits

 Central stacking for client information in a system for the new insurance  Central stacking of client information at DMS  Implementation of the electronical file  Process alignment in the internal sales administration and service of the insurance  Alignment of the IT- architecture at CRM/DMS  Efficiency and quality benefits within the customer support of the insurance

© Copyright GFT Technologies AG

Siebel based CRM-Application with focus on Workflow Management

Š Copyright GFT Technologies AG