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Pegaworld 2016: CSAA Insurance Group: CRM Evolved - Pulling it all together, Sales, Customer Service and Marketing (Video)

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  • 37:20

"We really felt that the Pega solution, the suite of the platform itself plus the marketing, the sales, and the servicing capabilities... (was) the best way to bring that to market for our organization within that 6 months time."

    – Steve Rowbury, Business owner, CSAA Insurance Group

In this session, hear how CSAA Insurance Group has embraced CRM transformation with an integrated Pega Sales, Customer Service, and Marketing implementation that replaced their legacy SFDC environment. Hear the challenges and successes of working with multiple SI firms and consultants to implement Pega's strategic applications in just over 6 months. It has been a key transformational project that is delivering operational efficiency and new business.


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