A specialist in individual life insurance policies, Vitis Life manages a portfolio of more than €2 billion in assets, which represents more than 6,000 contracts. Relying on a sales team that operates remotely from mobile desks, Vitis Life would like to implement an improved monitoring of the activities of sales representatives as well as more efficient information sharing in the organisation. Already strongly geared to the Microsoft platform, Vitis Life has decided to implement Microsoft Dynamics CRM with IT-partner Nerea. User-friendly and flexible, the solution is now emerging as the hub for improved monitoring and more efficient sharing of information concerning customers and projects.
“How can we guarantee that information concerning customers is shared and that we will not lose knowledge about a customer when a sales representative leaves the company, for instance?” (Pierre Alexandre Kablitz, Head of IT, Vitis Life)
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