CRM Evaluation Background

Australia and New Zealand Institute for Insurance and Finance (ANZIIF) is the leading membership, training (RTO) and professional development organisation for the insurance and finance industry in the Asia-Pacific region. ANZIIF partner with a broad range of organisations and government to provide services that support professional excellence. There is a key focus on enhancing standards and improving community understanding of insurance and finance.

Business Challenge

The existing CRM was based on a significantly customised Saleslogix platform. This system needed to be replaced with a more modern, flexible, and standardised system that would meet ANZIIF’s operational requirements now and in the future.

CRM Evaluation Results

CMC was engaged to conduct an independent and auditable CRM Evaluation for a new CRM Solution and Vendor.

CMC conducted workshops with the Business Process Owners to define ANZIIF’s business and technical requirements using CMC Business Scenarios as a foundation.  This also included a “Day in the Life Of” Business Scenario to guide the Vendor Presentations.

CMC then project managed the CRM Evaluation process to identify which Vendors could provide the best solution in terms of functionality, costs and cultural alignment to ANZIIF. The RFP process included Vendor Presentations and provided technical advice to support the due diligence and decision-making process.

A Vendor Selection Report was prepared for the Executive Team and CMC continues to support ANZIIF as required with Project Management for the implementation.

ANZIIF selected their preferred CRM Solution and Vendor and proceeded to the Scoping and Design Phase.

CMC’s process provided ANZIIF with clear decision points throughout our CRM Evaluation.
Thank you also for all the excellent work you did on preparing our RFP. The document reads well, and we were very pleased with the CRM Evaluation process to find us a new CRM Vendor and Solution

Luke Davies - GM Professional ServicesANZIIF