Case Study: Vitality boosts sales and streamlines lead management with Microsoft Dynamics CRM

Innovative UK health and life insurer boosts sales with Microsoft CRM

Vitality, a UK-based health and life insurer, was facing significant challenges with its inefficient lead management process. Its Direct to Customer (D2C) division experienced slow lead handling, manual data extraction, and a lack of real-time tracking, which hampered sales growth and agent productivity. To address this, they partnered with Microsoft and its partner, The CRM Team, to implement a solution using Microsoft Dynamics CRM Online.

The solution involved a complete business process redesign and the implementation of Microsoft Dynamics CRM. This provided an integrated system for handling and routing leads, which drastically improved efficiency and speed. As a result, Vitality's D2C division achieved an 87% growth in sales within seven months and increased its contribution to the wider business from 3% to 7%, with a goal of reaching 20%. Microsoft's solution transformed their sales process into a highly effective "lead machine."

Vitality

Keith Boyle

Head of D2C Division