Vaudoise - CRM – opportunity management - Euresa

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use cases

CRM – opportunity management

Objectives

Give advisors a clear view of their sales pipeline.
Improve the conversion rate of prospects into customers.
Enable sales activity to be managed using consolidated indicators.
Build the first brick of the CRM to support a more proactive customer relationship

Progress status

Finalised

Use case finalised since Q1 2025

Work team

In house with external support.

Project Management:  Project Mgt: Product owner CRM

Work carried out to date

Definition of the opportunity model and sales cycle stages.
Configuration and integration of the CRM module into the existing environment.
Deployment of the solution to all insurance advisors.
Implementation of indicators to monitor commercial activity.
User training and change management support.
Implementation of management dashboards for managers

First Results & Lessons learnt

Gradual adoption of the tool by advisors.
Initial indicators enabling commercial activity to be objectively assessed.
Better structuring of the sales process

Difficulties encountered & Remainng Challenges

Sustainably embed the use of CRM in advisors’ daily practices.
Improve the quality and completeness of data entered.
Strengthen the use of data for managerial control.
Gradually integrate other CRM features (leads, customer interactions, campaigns).
Continue change management support and training with a focus on managers