What’s Inside?
- The project successfully established a single repository for lead generation and management.
- Our teams implemented automated lead assignment rules to guarantee fair and equitable distribution among collaborators.
- The solution provided a holistic view of accounts and improved visibility into marketing campaign return on investment.
Context
A mutual insurance company serving institutions and associations within the social and solidarity economy—including NGOs, educational, and religious organizations—needed to modernize its digital infrastructure. The organization also offers insurance and prevention solutions to individuals invested in these structures.
Challenges
The mutual insurance provider’s primary ambition was to deploy a dedicated collaboration platform. They needed to establish a single, centralized repository to effectively drive and manage lead generation across their varied target audiences.
The Solution
To meet these business objectives, the implemented solution was built entirely on Salesforce Sales Cloud.
Our Contribution
We were responsible for the end-to-end design and construction of the solution. Our experts implemented web-to-lead generation capabilities and configured automatic lead routing to ensure equitable distribution among sales representatives. We established robust tracking for opportunities and configured complex workflows and process builders. Additionally, we handled web services integration for quoting and seamlessly connected Salesforce with the client’s existing legacy system for contract management and payments. Finally, we deployed customized dashboards for portfolio and campaign management.
Benefits
The deployment delivered a truly holistic view of each account, consolidating client details, history, quotes, contracts, and requests into one interface. Employee efficiency significantly increased due to streamlined prospect management and optimized lead routing. All generated leads are now integrated into a single Salesforce repository, while leadership benefits from much clearer visibility into the return on investment of their marketing campaigns.
Key Figures & Dates
- Project duration: 01/2021 – Ongoing
- Workload: 365 man-days
- Impact: >130 users
