Insurance is  commoditized. Deliver Remarkable Experiences or Die.

Grow Revenue. Reduce Costs. Delight Customers.

 

 

Complete CX Package for Insurance Agents  

 

We strong believe that over time, an organization's ability to deliver remarkable experiences to its customers will have a significant impact on their bottom line. Based on research and insights from leading analysts such as Forrester and Gartner, we have come up with a custom methodology to help our customers succeed in their CX Journeys. The below phases outline our approach and the solutions/services we offer to our customers in the Construction Industry.

 


 

Step 1: Baseline & Fix

We work with our customers to get an understanding of their current CX maturity. Then, we identify easy  to fix sales, marketing and services processes and try to fix them. As an example, it is not uncommon for SMBs with 5-10 sales reps to rely on Excel to store their customer information and interactions. This is definitely not the best approach and we try to move customers away from this methodology.

FocalCXM's Offering

  • CRM Strategy
  • CRM Vendor Selection
  • CRM Implementation
  • CRM Maintenance

 


Step 2: Improve Processes

Once the basic CRM platform is in place, depending on the organizational structure and other parameters, we help improve the processes related to data sharing, record visibility, workflows and other aspects that will simplify the lives of CRM stakeholders.

 

FocalCXM Offering (Setup & Managed Service):

  • Marketing
  • Lead Management
  • Client Management
  • Contract Management
  • Project Management
  • Sales Management
  • Accounting Integration
  • Workflows & Notifications

 


 

Step 3: Optimize

 

Now that the basic process is in place, how we can leverage the platform to further streamline operations and simplify the lives of marketing and sales professionals?

FocalCXM Offering:

  • Customer Interaction Planner
  • StoryPulse for Voice of the Customer Program
  • Marketing as a Service
  • Order Capture

 


 

Step 4:Create Brand Fanatics

Delivering remarkable experiences systematically and consistently is the only means for a profitable business. Organizations that understand and follow this philosophy are the only ones that will be successful in the long term. We will provide the insights required for brands to understand customer perceptions and service them better.

FocalCXM Offering:

  • CRM Analytics Setup and Maintenance
  • Industry Insights
  • Advisory Services

 

 


  

CRM Tools & Services for Remarkable Experiences

 

 

US Offices

4229 Lafayette Center Drive., Suite # 1880, Chantilly, VA 20151

Mobile: 703.868.6393

Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

India Office

Focal CXM Private Limited, #802-A,
8th Floor, “THE PLATINA”, BIT - II,
APHB, Gachibowli, R.R. District,
Hyderabad, Telangana-500032

Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

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