The Microsoft Dynamics CRM Health Plan Sales template is a pre-built template that demonstrates how health plans can easily move their marketing & sales processes online, and manage the customer value lifecycle.
The Health Plan Sales Solution for Microsoft Dynamics CRM can be used as a reference to build a new strategic sales-and service-enabled CRM platform for health plans to quickly and easily move their marketing and sales processes online to proactively manage and monitor sales, member service and retention.
It showcases the product’s capability for capturing critical sales data that integrates with--and enables workflows between-- the various touch points in the health plan marketing, sales, and service processes. This ensures that customer experiences are seamless and exceptional across the entire customer lifecycle, from sales to renewal, including Marketing, Sales, Enrollment, Care Delivery, Care/Wellness Coaching, Customer Service, Retention, and Renewal.
See how health plans can manage their customer value lifecycle.
Seek high quality leads and manage sales cycle.