Use of Sales and Marketing Clouds

To Improve Solution and Intra-company Communication

THE PROBLEM

Our client is an insurance company in the East Coast that was facing difficulty in converting potential leads to final sales. They were spending a high amount of manpower but the output per sales representative was below industry average.

Our Solution

Our team analyzed the overall system independently as well as along with the clients to get a total understanding of the situation. We decided that use of Sales Cloud and Marketing Cloud would be a good way to help our clients. We developed a step-by-step implementation plan and went ahead with its execution. We felt that the sales representatives needed to understand the customers more as well as interact internally with the experts to proactively provide the right solutions to the customers. The use of Sales Cloud helped the representatives anticipate what the customers needed and get the required help from the technical experts of the company. In addition, the Marketing Cloud helped personalize the plans and products and put the spotlight on the customer. There was a marked increase in email conversations as well as revenue. Our clients were also able to use the Marketing Cloud’s testing capabilities and use analytics on real-time data to figure out which ideas would be more successful. This was used to launch extremely effective campaigns.

The Outcome

The primary outcome of using Sales and Marketing Clouds was increase in overall business. Some of the benefits of the client were:

Proactive anticipation of customer needs

Interaction between sales representatives and subject-matter-experts within the company

190% Increase in email revenue

89% Increase in email conversations

Launch of successful campaigns using pre-launch testing and real-time analytics

The use of Sales and Marketing Cloud was a huge success for our clients.

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