Case Study: Intériale achieves unified 360° member visibility with efficy CRM

Intériale - Customer Case Study

Intériale, a major French mutual insurance company formed from the merger of three historic mutuals, faced the challenge of unifying its disparate systems and achieving a 360-degree view of its members. Each of the three original entities had its own separate tools, including different accounting software and CRM solutions. To address this interoperability issue and manage customer relations more effectively, Intériale chose the CRM platform from vendor efficy.

efficy implemented its CRM solution, which was perfectly integrated into Intériale's service-oriented architecture. The platform provided a single, unified reference system that consolidated knowledge and enabled centralized management of all contacts. This resulted in a complete 360-degree vision of members and prospects for Intériale's 550 users. The solution also optimized internal organization with workflows and successfully supported the company, which now protects over 430,000 people.

Intériale

Philippe Olive

Director Of Organisation