VUE Compensation Management® is successfully integrated with Microsoft Dynamics CRM
Coconut Creek, Florida, 5/19/2009 — Computer Solutions and Software International, Inc. (CSSI®) today announced the successful
integration of VUE Compensation Management® with Microsoft Dynamics CRM. The project of integrating Customer Relationship
Management (CRM) and Incentive Compensation Management (ICM), sponsored by Microsoft, provides insurance organizations a
single source for managing client relationships, sales processes, and incentive compensation.
“We are incredibly excited to be associated with this project,” said Joseph Westlake, Vice President at CSSI. “Integrating CRM
functionality with VUE Compensation Management opens new possibilities to insurers. An insurer or agency can now provide clear,
real-time indicators of how an individual’s performance will influence their own goal attainment and compensation. There’s simply no
better incentive to a sales or retention team than providing this information integrated throughout the tools they already use to
manage the sales process.”
As a prominent member of Microsoft’s Insurance Value Chain (IVC), VUE Software has designed VUE Compensation Management
to provide the tools to accommodate any insurance company’s compensation requirements.
“The economic climate demands that businesses derive greater value from their people, processes, and technology,” said Brad
Wilson, Microsoft’s General Manager for CRM. “Microsoft Dynamics CRM and VUE Compensation Management provide a unique
solution to increase operational agility for insurance organizations. Now, carriers and brokers can leverage automation in sales and
marketing processes through a single CRM window with direct real-time visibility of goal attainment and its impact on commission
and bonus payouts.”
With this integration, insurance carriers and agencies will see the benefits of direct feedback on sales agents’ performance, from
continuing education to retention goals; every agent performance metric can be tracked and reported throughout the system. Lead
aging reports can be monitored to show the velocity of an individual or team’s pipeline, and roll-up reports allow the management
hierarchy to quickly view their teams members’ performance.
The integration of Dynamics CRM with VUE Compensation Management greatly simplifies the complex insurance sales
compensation model. Much of the information needed to calculate incentives and commissions is taken directly from Dynamics
CRM. This information is sent instantly to VUE Compensation Management for compensation calculations when a sales lead or
opportunity is converted to a customer in Dynamics CRM. The agent and the territory responsible for the sale are also updated in
the ICM system. This straight-through processing eliminates the need to manually feed the same information into two different
applications, reducing errors and freeing up time to be spent on critical activities. The individual capabilities of CRM and ICM
solutions combine in this new integration to dramatically increase sales and marketing effectiveness among insurance
organizations.
About Microsoft
Founded in 1975, Microsoft (NASDAQ "MSFT") is the worldwide leader in software, services and solutions that help people and
businesses realize their full potential. For more information about Microsoft, please visit www.microsoft.com
About CSSI® and VUE Software®
VUE Software® is the product division of Computer Solutions and Software International (CSSI) dedicated to providing industry-specific
business technology solutions to companies in the insurance, healthcare, and construction verticals. Because they are
tailored to the needs of these particular industries, our solutions are different from one-size-fits-all performance management and
compensation suites such as enterprise incentive management (EIM) and sales performance management (SPM) solutions. VUE
Software’s solutions allow companies to manage strategic incentive plans, automate producer administration and organize complex
data and contractor policies, resulting in greater administrative efficiency and improved sales performance. For more information
about VUE Software, please call 1.877.4.VUESOFT or visit www.vuesoftware.com
Media Contact:
Stephanie Castro
954-419-1008 x101
4800 Lyons Technology Parkway, Suite 4
Coconut Creek, FL 33073
CSSI® and VUE Software® are registered trademarks of Computer Solutions & Software International, Inc. All other registered
trademarks or service marks belong to their respective companies.
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