Zurich Insurance Group gives its business units a modern, flexible customer engagement solution with Microsoft Dynamics 365
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 customer engagement solutions did Zurich Insurance Group implement?
Zurich Insurance Group implemented Microsoft Dynamics 365 Marketing, Dynamics 365 Sales, and Dynamics 365 Customer Service to provide a modern and flexible customer engagement solution. This suite allows various business units to optimize processes and handle increasing amounts of customer data effectively.
How has Dynamics 365 improved customer experiences for Zurich?
The adoption of Dynamics 365 has enabled Zurich to personalize customer interactions significantly. For example, Zurich Switzerland reported a 40% increase in lead quality, allowing them to better target customers for events and improve follow-up communications, ultimately enhancing the overall customer experience.
What benefits did Zurich Brazil experience with Dynamics 365?
Zurich Brazil experienced improved productivity and communication through the implementation of Dynamics 365. The CRM system centralized information, allowing for a 360-degree view of customer activities, and features like the Z-Chamado ticketing system streamlined customer support, leading to a 21% increase in productivity in the commercial area within ten months.

Zurich Insurance Group gives its business units a modern, flexible customer engagement solution with Microsoft Dynamics 365
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