Indiana Farm Bureau CRM Experience

We partnered with DMI to optimize the use of a central CRM platform at Indiana Farm Bureau. Our primary goal was to provide them with the strategic clarity needed to make confident decisions about their operations and technology, ensuring their system was truly aligned with the needs of their users and business units.

Our role and solution

Our team led a comprehensive discovery and analysis phase, acting as a crucial link between business operations and technological solutions.

Deep dive analysis

We began by conducting extensive work sessions and focus groups with key business units and stakeholders. This hands-on approach allowed us to fully understand and document the current use of their CRM, capturing the specific workflows and existing pain points for each user group.

User-centric roadmap

We mapped out the complete customer journey, highlighting areas of friction and inefficiency. Using this data, we then designed the ideal customer journey, creating a strategic blueprint that served as the foundation for our recommendations.

Actionable recommendations

The project culminated in a detailed documentation package. This final deliverable was a strategic guide that empowered the client to make informed decisions about their CRM’s future, including selecting the right system and core functionalities needed to move forward with a successful implementation.

Key outcomes

The result was a clear, actionable roadmap for CRM optimization. By providing a thorough analysis of their current state and a strategic vision for the future, we equipped Indiana Farm Bureau with the knowledge and confidence to streamline their operations, enhance user experience, and make a strong case for future technology investments.