Salesforce Lead Qualification and Lead Management

Client: Bidvest Insurance


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


Platforms: Sales Cloud, Service Cloud


Salesforce users: 50-100


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 in creating dedicated communication with existing customers.
Salesforce CRM was employed to replace call centre queue management and leads identification processes, and to enable follow-up support of existing customers. Agmis provided Salesforce modifications that helped our customer to assign every incoming lead to the proper call centre agent.


Eglė Stakaitienė

Marketing Manager