Client:
§ P&C Insurance Organization.
Challenges:
§ Customer wanted to migrate their existing CRM
to Salesforce.com system.
The Solution:
§ Initiated the engagement with a detailed study of the company’s existing legacy CRM
system, business needs and drew up a strategy for migration to the
Salesforce.com system. The solution developed for the company included the
implementation and customization of the following:
§ Salesforce Sales module.
§ Salesforce Accounts Management.
§ Lead assignment process customization.
§ Lead Conversion process customization.
§ Customized Reports and Dashboards
Benefits:
§ An integrated up-to-date CRM solution
accessible to field sales team.
§ Streamlined lead management process
supporting lead conversion.
§ Reduced cost due to movement from on-premise
to on-demand solution.
§ Ability to track internal and field sales
representatives’ in detail.
§ Increased broker retention by developing long
term relationships and incentives.
