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 lead
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.