AAA South Jersey, an affiliate of AAA offers automotive, travel, financial and insurance services to drivers throughout southern New Jersey. They needed a CRM platform that could be cost effectively tailored to their unique needs.
“We manage a significant amount of data across several lines of business, the challenge is that this data is fragmented across different databases making it difficult to get a complete picture of our members. We need a solution that allows us to centralize our data in one place to be able to operate more efficiently and provide better service to our members. We also need a solution that will improve our ability to cross promote our different products and services better demonstrating the overall value in AAA membership.” Joan Sickler, Managing Director – Projects.
The Choice was Clear
“We evaluated several solutions but selected Microsoft CRM because it offered the most value for our investment. Microsoft CRM is highly configurable to meet our needs and is built on an open platform reducing our total cost of ownership long term. It also plugs into the systems we already use today such as Microsoft office and Outlook reducing the learning curve for our users and decreasing the time to value.”
Why Beringer Associates
Beringer took the time upfront to fully understand our business and our needs. They began with a tailored demonstration that let us see how CRM would fit into our environment and solve the challenges we were experiencing. They also performed a very thorough needs analysis and project planning engagement enabling us to collectively develop a detailed scope of work that will assure the solution is delivered on time, within budget and that it meets our needs. Beringer has the experience and resources to help us assure a successful implementation.”
Expected business benefits
“The MRM (Member Relationship Management) solution will allow us to bring together information that was previously stored in separate databases making our staff more productive and enabling our team to provide better service to our members. It will also allow us to capitalize on cross promoting our products and services to both members and prospective members. The Microsoft CRM solution will give us much better analysis capabilities using powerful reporting and graphical dash boarding tools. We also see significant value in deploying workflow that will allow us to ensure best practices are followed in every member interaction.”
“We are very excited to partner with AAA South Jersey to implement Microsoft Dynamics CRM. Microsoft CRM gives us a solid platform to build a solution that addresses AAA’s member relationship management goals.” David J. Buggy, Vice President/Partner, Beringer Associates, Inc.
For more information on AAA South Jersey visit their web site or call 1-888-577-9222
For more information on Beringer Associates visit www.beringer.net or call 800-796-4854
