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 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.