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Salesforce CRM Implementation

Client

One of the oldest and largest non-mutual private insurance groups in the world with over 50,000 insurance agencies and one million insurance agents. Currently active in 38 countries across the globe with 140+ years of experience serving property-and-casualty insurance policyholders.

Industry

Insurance

Offering

We helped the client unify business data across touchpoints such as corporate and sales, call centers, insurance agencies, and marketing divisions onto a single CRM platform. The solution automates tedious tasks and maintains a record of each prospect and policyholder in a detailed activity timeline. This information is made available to agents within the organization 24X7 – enabling them to improve performance and boost sales.

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Business Requirement

The client wanted to integrate data from multiple sources to Salesforce CRM to deliver tailor-made products and services at scale.

  • Direct leads to the right people to eliminate duplication and overload
  • Ensure offerings are mapped correctly between the website and Salesforce
  • Secure policy-related information and reports in Salesforce
  • Enable forecasting of future pipelines

QBurst Solution

  • Set up REST-based integration with website and online portal by using standard Salesforce APIs — exposing custom classes as web services
  • Set up record types within Salesforce to map products with relevant fields
  • Customized Salesforce by using Apex triggers, classes, custom settings, metadata, and lead assignment rules to:
    • Identify duplicate leads
    • Assign leads to agents
  • Set up integrations between marketing/advertising tools such as Campaign Monitor and Facebook Lead Ads, and Salesforce for seamless data transfer

Business Benefits

  • 32% increase in sales productivity
  • 24% faster deal closure
  • 55% faster marketing campaign deployment
  • Streamlined experience for all agents across the organization
  • Enhanced monitoring of sales performance

Project Highlights

  • Round-robin scheduling for lead processing to avoid overload for sales agents
  • Lead classification on the basis of accounts, contacts, and opportunities when quote number is generated
  • Automatic closure of opportunities in Salesforce upon completion of policy premium payment by customers through the online portal
  • Auto-renewal of policies before expiry date
  • Multi-information display dashboard displays reports/statuses on the home screen
  • Customized email client for sales agents to communicate with prospective customers

Technologies

  • Salesforce CRM
  • Apex
  • REST API

Business Requirement

The client wanted to integrate data from multiple sources to Salesforce CRM to deliver tailor-made products and services at scale.

  • Direct leads to the right people to eliminate duplication and overload
  • Ensure offerings are mapped correctly between the website and Salesforce
  • Secure policy-related information and reports in Salesforce
  • Enable forecasting of future pipelines

QBurst Solution

  • Set up REST-based integration with website and online portal by using standard Salesforce APIs — exposing custom classes as web services
  • Set up record types within Salesforce to map products with relevant fields
  • Customized Salesforce by using Apex triggers, classes, custom settings, metadata, and lead assignment rules to:
    • Identify duplicate leads
    • Assign leads to agents
  • Set up integrations between marketing/advertising tools such as Campaign Monitor and Facebook Lead Ads, and Salesforce for seamless data transfer

Business Benefits

  • 32% increase in sales productivity
  • 24% faster deal closure
  • 55% faster marketing campaign deployment
  • Streamlined experience for all agents across the organization
  • Enhanced monitoring of sales performance

Project Highlights

  • Round-robin scheduling for lead processing to avoid overload for sales agents
  • Lead classification on the basis of accounts, contacts, and opportunities when quote number is generated
  • Automatic closure of opportunities in Salesforce upon completion of policy premium payment by customers through the online portal
  • Auto-renewal of policies before expiry date
  • Multi-information display dashboard displays reports/statuses on the home screen
  • Customized email client for sales agents to communicate with prospective customers

Technologies

  • Salesforce CRM
  • Apex
  • REST API
Salesforce Implementation

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