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"With efficy CRM, we supported the merger of the three mutuals that form Intériale. Today, we monitor our commercial activity, our members and our prospects. We have a single, unified and global reference system, for 360° visibility of our member relations."
Interiale was born out of the merger of three large mutuals with expertise in social protection for public service employees. In June 2008, when they merged, it was important for the group to give a new direction to our member relations.
It was imperative to treat our members in a more global way and to have a 360° visibility on all our portfolios. To do this, we decided together to upgrade all the tools in order to unify our systems. Each mutual had its own tools. For example, there were three separate accounting software packages.
When we merged, Intériale re-equipped the entire network with new support, business and front-office applications. As far as CRM is concerned, each mutual had a clear opinion on the matter. Only one of them was already using a CRM tool, the other two were in the process of choosing a solution.
Before taking this strategic decision, we consulted various important players and then set up a technical and functional working group. By mutual agreement, we decided to look for an editor capable of integrating into our SOA (Service Oriented Architecture) to enable us to address the interoperability issues between the tools that implement our IS.
Following our call for tenders, two players stood out, efficy of course, and one of its direct competitors. We chose efficy because it perfectly met all our functional needs.
We particularly appreciated the scalability of the data model and the simple and efficient ergonomics of the software. Merging three large entities is complicated. It was imperative to optimise the transition between the software, especially for the end users. Having done it, we can speak of it as a real success.
It was essential to integrate a powerful sales prospecting tool, capable of processing our requests and then directing them to the appropriate departments.
With the implementation of a workflow, the process has really improved since it allows the telephone operators to transfer all the requests to the right departments.
Lastly, we have created several interfaces, in particular with the Wynsure software package (our new tool for managing memberships and contributions) to synchronize with the repository of legal entities and individuals in the CRM.
We are also finalizing an interface to access the Wynsure contribution calculation engine when drawing up quotes in efficy.
The gradual implementation of the various efficy modules allows us to approach the problems differently.
For Intériale, the necessary foundation is in place and we can look forward to the future with confidence. Several projects are underway, and we are going to set up NET BUSINESS quickly for some of our e-mailing campaigns and above all to interface our web platform dynamically with the solution.
The creation of Intériale is a complete success in terms of development but also in terms of the orientation of the members of the three mutuals.
They are now, more than ever, involved in a quality of service and member benefit-oriented approach.
"From web leads to business monitoring, efficy CRM has enabled us to simplify, structure, and automate our customer relations. Now, we could not live without efficy CRM!"
"We chose efficy CRM for its multilingual capabilities. Regardless of their area of operation in the world, our sales teams now have a single interface."
"All our contracts, claims and policy holder documents are in efficy CRM. It is very easy to find information"
Whether you are a bank, an association, a large company or an SME, there is an efficy solution for you!