MARKEL

Boosting Business Efficiency with Dynamics 365

CRM & Loyalty Data & Intelligence Technology & Transformation

Markel was managing its business operations with information scattered across Outlook, Sisnet, and other tools, making it difficult to coordinate between teams and gain visibility into the pipeline. We designed and implemented a CRM in Dynamics 365 as a single source of truth, integrating Outlook to consolidate contacts, calendars, and opportunities. We structured and automated the sales opportunity and renewal cycle, and created a scalable data architecture with unified dashboards to improve tracking and decision-making.

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