PROJECT OVERVIEW

CLIENT:
  • Davies logo
TECHNOLOGIES INCLUDED:
  • Microsoft Dynamics 365
  • PowerApps logo

PROJECT SUMMARY

  • Davies selected SeeLogic as its partner on the project because of its appreciation of their critical business issues and ability to implement a solution quickly within their time constraints.
  • SeeLogic worked in an efficient manner to scope Davies’ requirements and identify the best-fit solution.
  • SeeLogic demonstrated clear expertise in the CRM sector, and critically used its experience to help guide the project.

PROJECT OUTCOMES

  • Client account growth through better understanding of customers and being able to upsell and cross-sell more relevant
  • Increased productivity and user adoption through development and roll-out of a client visit report PowerApp so information can be captured remotely and populated back to CRM.
  • Better cross-team collaboration by providing a 360 degree view of the customer

PROJECT DETAIL

Davies Group has three divisions covering Claims, Insurance Services and Customer Solutions. It has expanded rapidly through both acquisition and organic growth. As part of this growth strategy, Davies wanted to identify opportunities across the different businesses with existing customers. CRM systems were being used across different businesses but there was no single view of customers across all the businesses and divisions.

Davies spoke to SeeLogic as part of an exercise to find a suitable partner. There was a requirement to move quickly on the project and SeeLogic impressed in their understanding of this and how practically they worked. They carried out a good level of analysis and having quickly established that Microsoft Dynamics CRM was a good fit for both the project requirements plus the wide organisation, did not waste time.

As the project kicked off, Davies Group and SeeLogic worked together to map the detailed requirements and again, SeeLogic impressed in how they managed the process. In particular they ensured that things didn’t go off at a tangent and worked in an efficient but effective manner.

Critical to the success of the implementation was the need to work as one team. As well as bringing expertise to the table, SeeLogic ensured good communication was a priority. As part of this, SeeLogic implemented Microsoft Teams (an Office 365 tool which provided a centralised area for both teams to collaborate and share valuable project information.

ABOUT DAVIES GROUP

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