When Zurich Insurance Group faced a challenge familiar to many: Optimizing customer engagement across business units. With Microsoft Dynamics 365, the insurance provider has been able to address the challenge by transforming engagement — a move that had resulted in more personalized customer experiences and an incredible 40% boost in lead quality. Zurich Insurance Group shares lessons learned in this customer success story. Get the story, here.
What is Zurich Insurance Group's approach to customer engagement?
Zurich Insurance Group enhances customer engagement by implementing Microsoft Dynamics 365 Marketing, Sales, and Customer Service across its business units. This flexible and customizable CRM solution allows each unit to optimize processes based on their unique market needs, resulting in more personalized customer experiences and improved management of customer data.
How has Dynamics 365 impacted Zurich's marketing efforts?
Since adopting Dynamics 365 Marketing, Zurich Switzerland has seen a 40% increase in lead quality. The platform provides the flexibility to explore new ways to reach customers and allows for better tracking of customer engagement, such as invitation open rates and attendance at events, leading to more effective follow-ups and improved customer experiences.
What benefits does Zurich Brazil gain from Dynamics 365?
Dynamics 365 has transformed operations for Zurich Brazil by centralizing customer information and improving communication across various channels. The implementation of tools like Z-Chamado and Z-Atende has streamlined ticketing processes, while the CRM system has enhanced productivity by 21% in just ten months, allowing for better management of customer interactions and sales.
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