Lunar CRM | CRM Software , Lead Tracking, Sales Tracking
Financial Services Case Studies and Success Stories with Lunar CRM
CASE STUDY Unidentified
The client wanted to improve their mortgage sales process. Lunar CRM created a custom CRM for mortgages. It included workflows and reports. The changes increased mortgage sales and cash flow. Custome...r satisfaction improved with clearer documents.
Our client wanted to streamline their mortgage sales and packaging processes while ensuring compliance with government regulations. Lunar CRM developed an enhanced version of their CRM for Mortgages,... adding specific workflows and bespoke MI reports. This system-generated documentation ensured compliance. As a result, the client improved sales team performance, increased mortgage sales, and enhanced cash flow. Customer satisfaction also rose due to clearer documents.
The client needed a system to improve their business. They used paper-based processing. Lunar CRM built a CRM for Debt Management. The business now controls staff and processes. Productivity increase...d and the business is growing.
The client needed a system to process pensions. Lunar CRM built a CRM to handle pension processing from start to finish. This increased processing power and reduced costs. The CRM helps staff complet...e tasks and communicate with customers.
Insurance Case Studies and Success Stories with Lunar CRM
CASE STUDY Unidentified
A client needed a CRM that included client management, workflows, MI reporting, documentation, and a life insurance quoting platform. Off-the-shelf CRMs couldn't meet their needs. The Lunar Developme...nt Team mapped their needs and integrated Avelo Exchange's Life Assurance Quoting Platform into the Lunar CRM. This provided a tailored CRM solution. As a result, the client gained greater operational control, reduced costs, and improved the customer journey.
A claims company wanted to grow. They used manual processes. Lunar CRM helped automate their processes. They created custom reports and workflows. The company saw improved performance. New sales work...flows maximized lead potential.
A claims company wanted to grow. They used manual processes. Lunar CRM helped automate and streamline their work. They created custom reports and workflows. The company saw improved performance. New ...sales workflows maximized lead potential.
The client needed a CRM for life insurance. Lunar CRM made a custom solution. They added a quoting platform. The client now has better control. Costs will go down. The customer journey is better.
The client was using Excel for managing a call center and sales. Lunar CRM integrated a quoting engine with Payment Shield. This helped streamline operations and save money. The business grew without... needing more staff.
The client was using Excel for call center operations. Lunar CRM integrated a quoting engine with Payment Shield. This helped streamline operations and save money. The business grew without needing m...ore staff.
The client needed a CRM for client management, workflows, and life insurance quoting. Lunar CRM integrated Avelo Exchange's platform. This gave the client better control and reduced costs.
A client was struggling to manage their Call Centre and Sales operations using Excel. They manually entered client details into multiple systems to find the best home insurance quote. The Lunar Team ...partnered with Payment Shield to integrate a quoting engine into the CRM. This allowed Call Centre, Sales, and Admin staff to work together on the same system. As a result, the business grew into a successful Home Insurance company, streamlined operations, and saved money without needing more staff.
Other Industry Case Studies and Success Stories with Lunar CRM
CASE STUDY a successful claims company
A successful claims company wanted to grow their business but relied on manual processes. They needed integrated reporting and performance management tools. Lunar CRM helped by automating the custome...r journey and creating bespoke reporting. This led to marked improvements in business performance and better lead management.
The client wanted to improve their data usage and reduce costs. Lunar Media replaced their dialler with a Lunar CRM using click to dial technology. This change increased operational performance and r...educed costs. The CRM integration ensured the right data was dialled at the right time.
The client wanted to improve their data usage and reduce costs. Lunar Media replaced their dialler with a Lunar CRM using click to dial technology. This change increased operational performance and r...educed costs. The CRM integration ensured the right data was dialled at the right time.
Our client wanted to improve their data usage and found their existing dialler expensive and limiting. Lunar Media replaced the dialler with a Lunar CRM for Contact Centres using click to dial techno...logy. The CRM was integrated with the Lunar Lead Delivery Platform to optimize data usage. As a result, operational performance improved, and costs were reduced by removing the dialler and its associated resourcing.
Our client wanted to improve their data usage and found their existing dialler inflexible and costly. Lunar Media replaced the dialler with a Lunar CRM for Contact Centres using click to dial technol...ogy. The CRM was integrated with the Lunar Lead Delivery Platform to optimize data usage. As a result, operational performance improved, and costs were reduced by removing the dialler and its associated resourcing.
A client needed a system to process pensions efficiently. The Lunar Team built a CRM to handle the entire process from enquiry to fund transfer. This CRM pre-populated documents to save costs. As a r...esult, the client saw increased processing power and reduced costs, leading to a successful pensions business.
