--- title: "Use Case: Conception & implementation for a new campaign management" description: Learn how an insurance company optimized their campaign management and guided their project with a full change management strategy. image: https://global.digitall.com/hubfs/Image_Reference_Use%20Case_LP/Use%20Case_Header_FSI_2.jpg --- [![DIGITALL Logo ](https://global.digitall.com/hubfs/Logo_Logo%20white.svg) ![DIGITALL Logo ](https://global.digitall.com/hubfs/Logo_Logo%20colored.svg)](https://www.digitall.com) - [English](https://global.digitall.com/concept-and-implementation-new-campaign-management-microsoft-crm) - [Deutsch](https://global.digitall.com/de/konzeption-und-umsetzung-für-ein-neues-kampagnenmanagement-microsoft-crm) - [English](https://global.digitall.com/concept-and-implementation-new-campaign-management-microsoft-crm) - [Deutsch](https://global.digitall.com/de/konzeption-und-umsetzung-für-ein-neues-kampagnenmanagement-microsoft-crm) ## **Conception, implementation & change management for new campaign management** ##### **Industry:** Insurance ##### **Technology:** Microsoft   ## Highlights --- Strategy- & Business Consulting --- Project- and Change Management --- Execution of process analysis and design --- Creation of functional solution concepts ### Challenge Following the successful establishment of a CRM program management as an overarching coordination unit, The customer, a Swiss insurance company, wanted to technically revise and additionally develop its campaign management. The objective of the project was to analyze and optimize existing processes, derive requirements with regard to the technical implementation of SAP CRM, and consolidate them in a technical concept. In addition, the customer wanted to ensure implementation, employee training and communication within the company as part of the overarching project management. ![Modern dressed woman under skyscrapers looking at smartphone](https://global.digitall.com/hs-fs/hubfs/Image_Reference_Use%20Case_LP/Use%20Case%20LP%20General_FSI_1.png?width=589&height=378&name=Use%20Case%20LP%20General_FSI_1.png) ### Solution Together with DIGITALL, the customer worked on the conception, implementation and establishment of the campaign management as well as the creation of decision templates for the CRM steering committee. Requirements were systematized and consolidated in a business concept (business concept, training concept, training manual). DIGITALL acted as a strategy and business consultant and supported with methodically sound project planning, control and additionally ensured the implementation of functional requirements. DIGITALL supported the customer with the definition of a customer-specific project communication for the change management strategy to anchor the new campaign management within the company. ![Modern dressed man under skyscrapers talking on smartphone and laughing](https://global.digitall.com/hs-fs/hubfs/Image_Reference_Use%20Case_LP/Use%20Case%20LP%20General_FSI_2.png?width=589&height=378&name=Use%20Case%20LP%20General_FSI_2.png) ## Successful with Microsoft Microsoft solutions enable your employees, partners, and customers to rethink user experiences, service culture, and customer journeys. As a long-time Microsoft partner, we evaluate the right Microsoft solutions for your business. We support the implementation and customization to fit Microsoft standard cloud technology to your requirements, peripheral systems, and data structures. Take a look at our Microsoft portfolio to see how we can set up your 360° customer platform. 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Write us a message and we'll be in contact with you to help your business find the right solution.  ##### Company [About Us](https://digitall.com/who-we-are) [Leadership](https://digitall.com/leadership) [News](https://digitall.com/news) [Careers](https://digitall.com/careers) [Contact us](https://digitall.com/contact-us) ##### Contact us **Germany** Reuterweg 49 60323 Frankfurt am Main +49 721 46 476-100 **Bulgaria** Business Park Sofia, Build. 15, 5. OG, 1766 Sofia +359 2 489 57 25 [![Logo\_Logo white](https://global.digitall.com/hubfs/Logo_Logo%20white.svg)](https://www.digitall.com) - [Imprint](https://digitall.com/imprint) - [Privacy Policy](https://digitall.com/privacy-policy) © Copyright 2026, DIGITALL.