Case Study: Valida organizes customer data in a first-class way
In our case study, you can read about the vision, requirements and successful collaboration between the Valida and NAVAX teams.
The new CRM system for Valida Vorsorge Management was designed close to the Microsoft Dynamics 365 standard and provides a first-class representation of Valida's processes. All relevant data for sales and customer service is centralized in one system and available at a glance. An extensive analysis phase between the NAVAX and Valida project teams ensured that the new CRM system was implemented as quickly and smoothly as possible. The new CRM system was completed within just 6 months.
"As a pension fund, we are faced with the challenge of administering more than 5,200 non-standardized corporate contracts. The implementation of our new, state-of-the-art customer relationship management system was completed in just six months. I constantly hear praise from our key accounts for the usability of the interface and the improved options for quickly accessing all relevant data. For me as project manager, the short summary is: "A complete success!" " says Richard Schermann, IT Project Manager at Valida Vorsorge Management
