Case Study: Swiss Life Network modernizes CRM and global opportunity management with BSI CRM from BSI Business Systems Integration AG

BSI modernizes CRM for the Swiss Life Network

Swiss Life Network, a leading network for employee benefits solutions, faced challenges with its aging and inflexible CRM system that could no longer meet modern requirements. The old system was expensive to maintain and lacked crucial import interfaces needed for generating customer statements. To address this, they partnered with vendor BSI Business Systems Integration AG to implement a new solution, BSI CRM.

BSI implemented its CRM software for over 300 users across 50+ countries, successfully depicting the network's complex business relationships and authorization structures. The solution provided integrated opportunity management and a wide range of interfaces to peripheral systems. This allowed for the centralized management of customer data and streamlined annual reporting, significantly improving flexibility and process efficiency for Swiss Life Network and its partners.

Swiss Life

Madeleine Simmler Weiss

Senior Staff Specialist