Our expertise. Your potential.

Pythagoras & Cisilion

Insurance Executive Briefing

8th May 2014, London

Andy Cowdrill - Sector Manager

Richard Bowes – Microsoft Solution Director

Paul Bartram – Head of Pre-Sales

Agenda

16.00

Introductions

17:30

Innovation Suite

16:15

Market Trends

17:50

Q & A

16:30

Drive Efficiency

18:00

Drinks Reception

About Pythagoras

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80 Strong team

Delivering solutions across the

stack

Offices across the UK and

Europe

Accelerators

Insurance Sector Team

Integration experience

Delivering strategic solutions across the Microsoft technology stack (Microsoft Dynamics CRM, SharePoint, Office 365 and Yammer) to leading Insurance organisations throughout the UK.

About Cisilion

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Systems Integrator

42 Countries

5 Continents

Business led not technology

led

14 qtr ’s of double digital

growth

Award winning customer service

Formed in 2000

Microsoft Dynamics CRM

LyncSharePoint

Yammer

Office 365

Our Expertise. Your Potential.Delivering solutions across the Microsoft Stack to leading organisations throughout the Globe.

Market Trends

1 2 3BDM Strategy

Mobile Working

Leverage Value of Data

3 key market drivers….

One View…..

Keep it simple…. 5 considerations

Map User Journey’s

Start SmallRollout Strategy

Integration and Consolidation

1 32 4 5

User Requirements

1

Solution Showcase

Paul Bartram

Pre-Sales Consultant

Touch points overview

PeterHead of Communications

“I can quickly create and manage targeted campaigns, track responses and create follow up activities for identified business opportunities”

Campaign Management

NewsletterSent to prospectiveBrokerage Contact

New Brokerage reads email and

looks at our website

CompletesContact us form

Automatic reply Email Sent

ValueAbove X

BDM SupportCalls/Sends info and

records updates

Add to Marketing List(s)

Generate EmailsFor

Events/Updates

InformationRecieved

Registers for event(s)

Automatic confirmation

Email Sent

Prior Event communications

Emails/SMS

InformationRecieved

AttendsEvent

Automatic thank you Email Sent

Add to Marketing List(s)

Next relevant Event(s)

Scenario 1: Broker/Client on-boarding journey

PeterHead of Communications

“I can quickly create and manage targeted campaigns, track responses and create follow up activities for identified business opportunities”

In summary...

Segmentation, Marketing Spend, Delivery

- Ability to quickly and easily build effective campaigns

- Seamlessly segment client data

- Improve targeting capabilities

- Enhance client profiling (KYC)

- Confidently track communications to and from client

Campaign Management

RichardBusiness Development Manager

“My dashboard allows me to identify open opportunities and evaluate the team goals.

With a full 360 degree view of companies and contacts I can easily identify other opportunities.”

Broker Development Management

ValueAbove X

BDM SupportCalls/Sends info and

records updates

Scenario 1: Business Development Managers journey

Review/next contact

Due

AppointmentScheduled

BrokerCalls to Reschedule

appointment

BDM NotifiedBDM

Researches Brokerage/Broker

Call to Confirm

Automatic confirmation

Email Sent

AttendsRecords

Outcome(s)

Opportunity Created/

Record updated

RichardBusiness Development Manager

“My dashboard allows me to identify open opportunities and evaluate the team goals.

With a full 360 degree view of companies and contacts I can easily identify other opportunities.”

In summary...

Analysing, Tracking, Engaging

- Increased efficiency and productivity of field based employees

- Improved face to face interactions between brokers and clients

- “On the move” activity logging

- Timely access to data anytime, anywhere, anyhow

Broker Development Management

ClaireManagement Information

“My dashboard allows me to identify open, won and progress opportunities and see what my BDM’s doing, so that I can assist them to close deals.

With the integrated portal and knowledge base this ensures our team respond in a timely and effective manner.”

Management Information

ClaireManagement Information

“My dashboard allows me to identify open, closed and breached service cases and show complaint lists.

With the integrated portal and knowledge base this ensures our team respond in a timely and effective manner.”

In summary...

Efficiency, Compliance, Resolution

- Single view of all client complaint cases and next actions

- Understanding of client value against case

- Seamless generation of FSA ready reports

- Effective case workload management and monitoring

- Full management audit capability and SLA’s

Management Information

- Increased efficiency and productivity

of field based employees

- Improved face to face interactions

between brokers and clients

- “On the move” activity logging

- Timely access to data anytime,

anywhere, anyhow

- Ability to quickly and easily build

effective campaigns

- Seamlessly segment client data

- Improve targeting capabilities

- Enhance client profiling (KYC)

- Confidently track communications

- Single view of all cases and actions

- Understanding of client value

against case

- Seamless generation of FSA ready

reports

- Full management audit capability

and SLA’s

Head of Communications Sales Manager Management Information

Cisilion Innovation

Suite

• Monitor and track key words from across social media within Microsoft Dynamics CRM

• Full sentiment analysis and brand presence

Microsoft Social Listening

• Full case management including social media integration

Microsoft Dynamics Service

(Parature)

• Full end to end marketing campaign management

Microsoft Dynamics Marketing

Dynamics CRM Roadmap

1 2 3FOC Workshop

Tailored Demo

Rollout Proposal

Call to action….

Question Time