Customer Data Platform for Digital Sales at Zavarovalnica Triglav

Zavarovalnica Triglav implemented a Customer Data Platform as part of a one-year proof of value initiative to establish digital sales channels. Using Microsoft Dynamics 365 Customer Insights and Marketing, the project improved customer engagement, operational efficiency, and data-driven marketing capabilities.

About the Client

Zavarovalnica Triglav d.d. is one of the leading insurance groups in the region, with annual revenue exceeding €1 billion and more than 5,000 employees across its subsidiaries.

Challenge

The initiative faced several organizational and technical challenges:

– Complex system integration requirements
– Need for structured training and knowledge transfer
– Cost management throughout the proof of value phase
– Ongoing technical support requirements
– Alignment between marketing and IT teams

Our Solution

Comtrade System Integration implemented a one-year proof of value Customer Data Platform initiative leveraging Microsoft Dynamics 365 Customer Insights and Marketing.

The solution focused on:

– Establishing digital sales channels
– Unifying customer data across systems
– Automating customer journeys and engagement workflows
– Supporting scalability and future expansion

Results & Benefits

The implemented solution delivered tangible business and operational benefits:

– Enhanced digital sales capabilities
– Increased customer engagement through automated journeys
– Improved operational efficiency
– Trained internal teams for ongoing platform usage
– Scalable architecture supporting continuous improvement
– Better cost efficiency and strategic insight generation

Project Goals Achieved

-Establishment of digital sales channels
– Improved customer engagement
– Increased operational efficiency
– Effective knowledge transfer to internal teams
– Cost optimization

Key Numbers

– 500+ unified users
– 20+ always-on automated journeys
– 5+ automated abandoned cart journeys