Insurance CRM: Developing a High Performance Approach to Robotic Process Automation

Insurance CRM: Developing a High Performance Approach to Robotic Process Automation

Insurers are aiming to build responsive, high growth business while at the same time, optimize costs.

In pursuit of this goal, many insurance firms are deploying the phrase of 'Robotic Process Automation' (RPAs) like cluster bombs. 

Is it worth the bang?

Banking CRM: Offer Delightful Customer Experience Through a Next Generation Operating Model

Banking CRM: Offer Delightful Customer Experience Through a Next Generation Operating Model

Great times don't last forever.

The banking industry, once the king of good times, knows this only too well. Banks had decades of comfort with minimal customer churn, low competition, great 'personal trust', minimal regulations, zero pressure to change etc.

The high pedestal came crashing down with the flood of fin-tech startups that redefined convenience and instant gratification with innovative, technology driven processes and offerings. Add well informed, spoilt for choice customers to the mix and we have a traditional banking model struggling for growth and often, survival.

Insurance CRM: 5 Buying Behavior Segments to Target for Higher Conversions

Insurance CRM: 5 Buying Behavior Segments to Target for Greater Conversions


Insurance firms are in a tearing hurry to protect their turf from digital upstarts.

In pursuit of their quest, they are paying millions to decipher customer behavior, that comes in handy for segmenting target audience and customers based on individual purchase behaviors, translating into increased conversions.

Understanding buying behaviors will help insurers to...

CRM Tips: Seize Opportunities through Shorter Sales Cycle

Seize Opportunities through Shorter Sales Cycle

Selling is energy intensive and time sensitive.


The longer you take to make a sale, the lesser the probability of conversion. Now, some industries, by their nature, take longer but they can benefit by finding the optimal cycle that is comparatively shorter and makes good use of time and energy. 

Predicting purchase behaviors, optimizing product recommendations are some of the proactive actions that you can take for a shorter sales cycle.

Customer Service CRM: 5 Future Dynamics That Are Fundamentally Revolutionizing Contact Center

5 Future Dynamics That Are Fundamentally Revolutionizing Contact Center

Techno futurists gush that bringing disruptive technologies to contact center resulted in cost reduction, optimal service levels and quicker workflow processes. 

It is now possible to take profits and customer experience to a whole new level without burning a hole in company accounts. 

The prevalence and increasing adoption of digital tools, including IVRs (interactive voice response), chat-bots powered with NLP (natural language processing), analytics, behavioral routing etc. have empowered businesses to embrace customer-centric approach without compromising on margins.