About

Our Client helps individuals navigate the complexities of health insurance programs.

Challenge

The company wanted to take the next step and implement an ecosystem of solutions to put customer data to good use in sales, account management and marketing as well as enable customer self-service. The Client was looking for a reliable CRM development team proficient in Microsoft Dynamics 365 (a chosen CRM platform) to plan and develop the ecosystem. The job implied good knowledge of customer relationship management processes and nuances as well as experience in extensive cross-system integration. VolgoTechnologies perfectly matched the profile.

Solution

For a large-scope project like this, VolgoTechnologies assigned a business analyst specializing in CRM and three Dynamics 365 developers. The business analyst worked through business requirements and broke down a big-picture vision of a CRM ecosystem into separate solutions with integrated workflows.

Staging

Staging a Microsoft Dynamics 365 CRM implementation for a healthcare advisory company requires a clear understanding of the company business processes, client management needs, compliance requirements, and overall goals. The goal is to create a customized solution that enhances client relationship management, streamlines operations, and provides actionable insights, while maintaining high standards for data privacy and security in the healthcare industry.

Dataware House

Dataware House

Desktop Application

Results

Significant time savings is the key result we achieved for the Client. VolgoTechnologies team automated a bunch of processes under the umbrella of customer relationship management and eliminated time-consuming manual data entry.

Technologies and Tools

Dynamics 365 Sales, Dynamics 365 Marketing, Dynamics 365 Customer Voice, Power Apps, Power Automate