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PROJECT OVERVIEW
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
Right from day one I liked the way in which SeeLogic interacted with my team.
Eddie and his team were proactive, they listened but then they challenged us too. We could have had an inferior solution, or the right solution and SeeLogic helped to ensure that we were taking appropriate strategic steps forward. The CRM which we have deployed is the start of a journey with Dynamics 365 and I’m sure as we adopt the wider tools available within Office 365 that our benefits will only continue to improve.
Mark Grocott Chief Digital Officer, Davies GroupPROJECT 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.
We have really enjoyed working with the Davies Group on this project.
The project had clear business growth objectives for us to get behind. It was a classic CRM project looking to create that one clear and dynamic view of the customer across the company, with the end goal to drive added value both for customers and the business. We were able to support this both with our CRM technical knowledge and our professional services experience to keep the scoping tight and deliver the project on time and on budget. Davies themselves are a forward-thinking and innovative organisation with in-house digital and consultancy expertise, so it’s a testament to the SeeLogic team that we have managed to match their standards and create a good level of customer satisfaction on this project.
Lenny Khan Customer Success ManagerABOUT DAVIES GROUP
Davies Group is a group of businesses specialising in operations management, consulting and digital solutions to organisations in highly regulated markets, including; insurance, financial services, utilities, communications and regulatory bodies.
With a 1,300-strong team, Davies handles more than 200,000 claims per annum; managing more than £1.5bn of annual claims spend.
The company embraces disruptive thinking as part of its mission, and looks towards new technology and innovation.
Working with SeeLogic, it has implemented Microsoft Dynamics CRM across three divisions to help build stronger client relationships and in particular drive cross-selling of its increasing portfolio of services. While keeping a relatively stable number of clients, at around 400, the company has grown by offering these clients more services.
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