Salesforce Lead Qualification and Lead Management

client

 

Client: Bidvest Insurance

 

Bidvest Insurance is a South African financial services provider, specializing in personal and automotive value-added insurance products.

salesforce

 

 

Platforms:

 

Service Cloud

Sales Cloud

programmer

 

Salesforce Users:

 

50-100

The client was struggling with an enormous amount of incoming unstructured leads that were dispersed in various systems involved with car insurance sales.

Our experience:

 

 

The client was struggling with an enormous amount of incoming unstructured leads

that were dispersed in various systems involved with car insurance sales.

Without the ability to link these leads to existing customer accounts, our customer

was having trouble creating dedicated communication with existing customers.
Salesforce CRM was employed to replace call center queue management and leads

identification processes, and to enable follow-up support of existing customers.

Agmis provided Salesforce modifications that helped our customers to assign

every incoming lead to the proper call center agent.

Have a project?

 

Let’s talk:

Sales and Customer Experience Manager
Jurgis Bakanas  
jurgis.bakanas@agmis.eu
+37060700360

 

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