Despite recent investments in CRM and other technologies, sales and marketing professionals are still looking for ways to significantly improve their effectiveness. Sales teams are being forced to compete in complex, dynamic environments with many competitors, and often they do not have current information about their competitive situation. There is also an important gap in current sales processes and systems around the management of win-loss information. In order to expand their customer base, Managed Care Organizations need to employ smarter strategies enabled through automated CRM systems, like QIEM HMOZ.

Many Health Plans have their Sales and Marketing force distributed across several locations. Each of these departments can be using different software to manage customer relationships. Lack of a centralized database often results in internal competition, lost accounts, data corruption, and reduced productivity. Remote users bring chaos into the system by not synchronizing often enough, which can also explain why your organization is not taking full advantage of WAN and wireless technology yet. So, is there a proper way to connect multiple offices and branches into one network?

Having access to customer and partner information anytime and at any place is vital in today’s competitive environment. QIEM HMOZ offers you four options that will allow you to harness the power of remote access and will ensure that your whole organization always has a complete and single view of your customer.

Web Client: Through the QIEM HMOZ Web Client your customer-facing team has local or remote access to QIEM HMOZ modules through browser interface. It is easy to use, highly customizable with a low cost of ownership.

Remote Client: This module has the full functionality of the Sales Client available completely offline, meaning a sales person can be with a client updating his local copy of QIEM HMOZ then and there. Once the meeting is over, changes can be synchronized immediately when he gets home or is next time in the office.

Branch Office: A Branch Office works on the same principles, but it supports network users at a remote office location; the synchronization process is completely transparent for those network users. The advantage of using a Branch Office is that accessing a database locally will give you must faster access to the data, and for very large implementations, can be used to distribute users.

Terminal Server:
 QIEM HMOZ components are supported to be accessed via a terminal server session, this gives a low maintenance method for enabling remote users and administrators to access the full functionality of any QIEM HMOZ software components.

Disconnected users require data synchronization.QIEM  HMOZ provides a robust synchronization scheme to handle this data transfer. It handles synchronization data logging automatically, with no additional development effort.

Data synchronization enables remote salespeople to access up-to-date corporate data on their “disconnected” mobile devices. The main office contains the host database, the central set of shared synchronization folders, and the QIEM HMOZ synchronization server. It supports all users who connect to the host database. QIEM HMOZ remotes include both remote users and remote offices. Remote users work with their individual databases on their own machines. Remote offices can support network users who connect directly to the remote office database.

As each user makes changes to his or her database, QIEM HMOZ tracks the field-level changes and the time and date of the change, the user and site that performed the change, and other details.

Tracking field-level details about each transaction makes possible sophisticated conflict resolution, efficient processing, and data rollback so erroneous updates can be undone.

QIEM HMOZ record-level security is based on the concept of account ownership. Account ownership defines which users have access to an account and the contacts, opportunities, and other information associated with that account. Field-level security controls data access at the table or field level.

Business Advantages

This exciting, new, proven technology bridges boundaries between disparate information systems providing users with a single view of their customers. Advantages of our approach include:

  • Salespeople have greater flexibility in managing their accounts and can respond more quickly to customer requests, whether they are workgroup or remote users.
  • While not connected to the network, remote salespeople can change account information and enter sales quotes and renewals. The next time they synchronize, the information is transferred to the QIEM HMOZ database and from there into the back-office accounting, claims, underwriting, and other systems.
  • Sales professionals can easily determine what has been sold. Important information, such as open quotes, renewals, and plan designs can be viewed directly in QIEM HMOZ. While connected to the network, this information is always displayed in real time. Whereas, remotes users see a snapshot of the information based upon their QIEM HMOZ subscription rules.


QIEM HMOZ gives you benefits of fast, frequent, and uninterruptible synchronization, central administration for remote users and offices, centralized database with several levels of security, fast and easy data writes and retrievals, and seamless integration with Outlook and other applications. QIEM HMOZ can easily expand as your organization adds more offices. Your management has greater control over your business processes and is enabled to strategize with other branches to win more clients from your competitors.