Miller Insurance – Taking Control with SalesBase

Miller Insurance has chosen SalesBase as its CRM system after a competitive tender against six other vendors. Miller is a large City of London based commercial insurance company with offices around the world. Miller approached Integrate Software in early 2005 and explained that their main business issue was how to bring together some 20,000 business contacts under one coherent CRM solution. The chosen solution would have to integrate data from myriad sources across their various networks including their mainframe based broking system called Twins. The CRM system collects data from multiple sources across Miller’s global network and integrates them into the central contact database for readily accessible, up-to-date information. Managers can personalise security levels to determine who can view and edit data, ensuring valuable business data is not deleted or corrupted.

The problem that Miller had to was to find a way to allow people access to the contacts without inadvertently deleting or corrupting the entries. So they were keen to introduce a core CRM system that would hold all the central contact database, would take dynamic updates of any new records or changes and be able to publish to their back office Active Directory Services so that all the company could access the information through their ADS but not actually edit or change any of it.

As part of the project Integrate imported information overnight from the Twins systems which was then published out to the ADS system. Further extensions to SalesBase were written to allow security levels of owner/administrators on certain record sets so that people could maintain their own records on SalesBase. Other people are able to see those records and changes but do not have the rights to change them. The core functionality of SalesBase CRM will be used internally by around 50 staff but the benefits of SalesBase will be felt company wide by around 500 people.