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Selected Client Success Stories
>> Driving Performance
Distributed Campaign & Reporting Tools to Empower the Organization The organization invested heavily in attempting to build a database and campaign management system to meet their needs. However, the custom software development was expensive. Development was halted before any tools could be delivered to the regions. Their advanced customer database remained under-utilized in the central office. The marketing executive was determined to leverage this database and found Mastery Marketing Group, developer of Customers121-CM. A tailored version of C121 was implemented. With its regular updates and easy to use interface, the marketers found C121 efficient and effective for both ad hoc reporting and distributed campaign management. Regional marketers could target and execute their own local marketing programs…programs which better met the needs for that region, without adding to the workload of the central office.
Integrated CRM Support: A customized version of the C121 AgentDirect system was implemented, leveraging their central customer database. Using it, agents can now go online and order targeted lists of prospects from a central ordering system. Customers and prospects in the agents territory are sent personalized mail or e-mail communications targeted with special offers. Cross-sell and retention offers are easily and efficiently sent to targeted customers across the different product lines …essentially “hands free” for the agents. Agents quickly access and view daily contacts with follow-up actions. They can access and work their “call lists”. As soon as leads are captured anywhere in the organization, they immediately appear on the agent’s screen for rapid response. Agents can immediately access not only lead information, but also full customer info across all customer systems in the company. In addition, the customer service staff of the local office can now use the same system to obtain a full picture of the customer without having to access several systems for that information. In short, Agents are now better able to talk one-to-one with a prospect or customer, see their history and develop a more personal relationship with them. They are able to offer the customer products and services that better fit their needs. |
Insurance Agents are able to track their call lists, their active leads and their client service tasks easily, in one place, and can link directly to customer transaction history For more information:
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