Takeaways from Microsoft’s February Blue2Blue Roundtable


As part of its Health Plan Industry partner program, Microsoft hosts a bi-monthly roundtable presentation and discussion session on areas of interest to Blues plans. For February’s presentation, Microsoft invited BlueCross Blue Shield of Vermont (BCBSVT) to share how they were able to better manage marketing campaigns and lead generation after integrating VUE Compensation Management with Dynamics CRM using VUE IncentivePoint.

Lori Major, Sales and Service Representative at BCBSVT, along with Matthew Staudt, BCBSVT’s CRM consultant, shared how BCBSVT synchronized information between sales, service and marketing teams to enhance customer service and launch full-scale marketing campaigns with detailed tracking. Currently, all of BCBSVT’s small group representatives are managing their customer interactions with CRM, and BCBSVT predicts that into the future, all large group reps will also use the system, and it may eventually be extended to the external broker force as well.

Rama Kolli from BlueCross BlueShield of Nebraska also presented an update on BCBS Nebraska’s progress as they move their intranet, InBlue, to SharePoint 2007. Their new Intranet site has a more streamlined user interface and was relatively easy to deploy due to the proven and adaptable platform of SharePoint 2007.

Vermont and Nebraska’s presentations were 20 minutes each, with the remainder of the call reserved for a lively question and answer session.

The next virtual event is scheduled for Wednesday April 28th, 2010. If you represent a Blues plan and are interested in participating in Microsoft’s Blue2Blue roundtable, please emailinfo@vuesoftware.com with subject line “Blue2Blue” and we will put you in touch with the appropriate party.


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