Development of a CRM information system that allows integrating the commercial consulting process in an insurance company

Authors

  • Duvan Arley Vanegas Corporación Universitaria Americana
  • Jenifer Tatiana Parias CENSA
  • Nancy del Socorro Muñoz Cortés Corporación Universitaria Americana
  • César Felipe Henao Villa Corporación Universitaria Americana
  • David Alberto García Arango Corporación Universitaria Americana

DOI:

https://doi.org/10.21803/ingecana.1.1.410

Keywords:

business consulting, CRM, engineering, information system

Abstract

This article consists of the description of the design and
implementation of a CRM information system that allows
integrating the commercial consulting process in an insurance company, which takes all the concepts and shortcomings that arise in the daily tasks of the advisors. This project intends that users use it as a fundamental piece for the required functions of the business, providing them with effectiveness in fulfilling their tasks and goals. The main problem is that there are no technological software tools that allow advisors to manage
the relationship with their clients, identify, attract or increase loyalty with their consumers, identifying new and potential clients. Based on the above, the development of the research raises the following question: How could a technological information system be developed that allows integrating the process of commercial advice in the field of insurance, allowing them to improve both in your customer service processes as in your personal income?

Downloads

Download data is not yet available.

References

D. A. García Arango, G. L. Rodríguez, M. G. E. Zemel y D. E. Gallego-Quiceno, «Calidad en instituciones de educación superior: Análisis comparativo entre modelos,» Revista Venezolana de Gerencia, vol. 23, nº 1, pp. 200 - 217.

R. Bose, «Customer relationship management: key components for IT sucess,» Industril Management & Data System, pp. 74-75, 2002.

I. J. Chen y K. Popovich, «Understanding Customer Relationship management-People, Process and Technology,» Business Process management Journal, pp. 672-688, 2003.

R. Hernández Sampieri, C. Fernandez Collado y P. Baptista Lucio, Metodología de la Investigación, México, D.F.: McGraw-Hill, 2003.

CDIO, «CDIO Universities,» 2016. [En línea]. Available: http://www.cdio.org/.

B. Abundis, «Metodologías para desarrollar software seguro,» Recibe, revista electrónica, 2010.

Y. M. Rivera Cerpa y J. Conrado Tobón, «Impacto de los líderes en la productividad de las empresas de servicio de aseo en la ciudad de Barranquilla», Dict. Libre, n.º 19, pp. 57–68, mar. 2016.

Downloads

Published

2021-11-30

Issue

Vol. 1 No. 1 (2021)

Section

Artículos de Investigación

License

Copyright (c) 2021 Ingente Americana

Creative Commons License

This work is licensed under a Creative Commons Attribution 4.0 International License.

How to Cite

[1]
D. Arley Vanegas, J. . Tatiana Parias, N. del S. . Muñoz Cortés, C. F. . Henao Villa, and D. A. . García Arango, “Development of a CRM information system that allows integrating the commercial consulting process in an insurance company”, iname, vol. 1, no. 1, pp. 37–46, Nov. 2021, doi: 10.21803/ingecana.1.1.410.