Case Study: Münchner Versorgungsmanagement AG achieves higher customer satisfaction and efficiency with Act!

Act! boosts customer satisfaction and specialist pension company benefits

Münchner Versorgungsmanagement AG (MVM) is a specialist independent company-pensions adviser in Germany that charges clients fees rather than earning commissions, so maintaining the highest levels of customer service is critical to its reputation. MVM’s legacy mix of siloed databases, Excel spreadsheets and mail-merge made it hard to find up-to-date account data or capture client conversations consistently, threatening service quality and marketing effectiveness.

MVM selected Act! CRM and worked with an Act! Certified Consultant to install, customize and train staff on a networked customer database with conversation logs, search, document management and reporting. The system improved information sharing and process configuration, enabled more targeted marketing through campaign reports, and increased customer satisfaction — contributing to higher revenues and staff growth.

Münchner Versorgungsmanagement AG

Micha Martin Lauterjung

CEO, Münchner Versorgungsmanagement AG