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    Willis Towers Watson Summary Slide

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    Jonathan Abishek
    Willis Towers Watson, an insurance brokerage and advisory company formed from a 2016 merger, needed to centralize client data and unify its sales process across its large organization. It implemented Microsoft Dynamics 365 Sales and Power BI to do so. After a successful company-wide deployment with nearly 90% adoption, Willis Towers Watson can now better manage its sales pipeline, perform revenue forecasting, and gain deeper client insights that have led to a significant increase in sales leads.

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    Willis Towers Watson Summary Slide

    Uploaded by

    Jonathan Abishek
    74 views1 page
    Willis Towers Watson, an insurance brokerage and advisory company formed from a 2016 merger, needed to centralize client data and unify its sales process across its large organization. It implemented Microsoft Dynamics 365 Sales and Power BI to do so. After a successful company-wide deployment with nearly 90% adoption, Willis Towers Watson can now better manage its sales pipeline, perform revenue forecasting, and gain deeper client insights that have led to a significant increase in sales leads.

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    Willis Towers Watson, an insurance brokerage and advisory company formed from a 2016 merger, needed to centralize client data and unify its sales process across its large organization. It implemented Microsoft Dynamics 365 Sales and Power BI to do so. After a successful company-wide deployment with nearly 90% adoption, Willis Towers Watson can now better manage its sales pipeline, perform revenue forecasting, and gain deeper client insights that have led to a significant increase in sales leads.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    74 views1 page

    Willis Towers Watson Summary Slide

    Uploaded by

    Jonathan Abishek
    Willis Towers Watson, an insurance brokerage and advisory company formed from a 2016 merger, needed to centralize client data and unify its sales process across its large organization. It implemented Microsoft Dynamics 365 Sales and Power BI to do so. After a successful company-wide deployment with nearly 90% adoption, Willis Towers Watson can now better manage its sales pipeline, perform revenue forecasting, and gain deeper client insights that have led to a significant increase in sales leads.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    of 1

    Customer:

    Willis Towers Watson

    Industry:
    Insurance

    Size:
    10,000+ employees

    Country: “We’re accelerating growth by running a reliable company and using Dynamics 365
    United Kingdom
    and Power BI to make the right decisions to properly manage our business.”
    Products and services:
    —Luis Maurette, CRB Global Head of Sales and Client Management, Willis Towers Watson
    Microsoft 365 
    Microsoft Teams 
    Microsoft Dynamics 365 
    Microsoft Relationship Sales  Situation: Solution: Impact:
    Microsoft Dynamics 365 Sales 
    LinkedIn Sales Navigator  Formed by merger in 2016, insurance Spearheaded by the Corporate Risk With centralized client data and robust
    Microsoft Power Platform  brokerage and advisory company Willis and Broking (CRB) analytics, the company can now better
    Microsoft Power BI Towers Watson (WTW) needed to unit, WTW adopted Microsoft manage its sales pipeline and perform
    Read full story here centralize client data into one platform Dynamics 365 Sales and Power revenue forecasting. WTW gained a
    and unify the sales process across the BI. After a seamless company-wide deeper understanding of client segments
    large company. deployment, nearly 90 percent and has personalized service, which led
    of client-facing staff have adopted the to a significant boost in sales leads.
    new tools.

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