Case Studies
Customized Office Software
Date Time
Feb 25 2020
Client
New York Life Insurance Co.
Project Type
OFFICE INTEGRATION
Client: New York Life Solution Co.
Services Provided: Customized office software
Business Type: Business to Customer
Client Industry: Insurance
Case Summary: New York Life Co is an insurance company with three branches located in Irvine, Los Angeles, and Guangzhou, China. Before coming to Eton, The client was using different CRM systems to update cases and communicate among branches. Eton developed a personalized, easy to navigate CRM (Customer Relationship Management) system for the client and helped increase the work efficiency and communication among its three offices.
Challenge
The insurance company came to Eton wanting a new CRM system because the timezone and location difference among its three offices caused a lot of problems when employees in different branches follow up cases and records with each other. The risk of using different systems to back up data would lead to data dispersion, resulting in maintenance pressure and low efficiency.
Solution
Eton's team developed a personalized, easy to navigate CRM (Customer Relationship Management) system for the client. We provided a tailored integrated ticket tracking system and make sure that every salesperson clearly understands the responsibility of the ticket and has the right to edit it.
Result
The customized CRM system highly increases the client's staff's work efficiency. Additionally, each employee at different levels has a different authority. We incorporated permission management for this system to make the management easier.
