End-to-end transformation in sales planning and team collaboration
Our client is one of the largest insurance brokerage and risk management services companies globally and they help their clients deal with risk, asset protection, and loss recovery.
In their current system:
Imaginea came up with an application called Sales Plan, which is based on Salesforce CRM, for different types of users, spanning across hierarchies.
We used Salesforce Chatter to facilitate better communication and collaboration between internal stakeholders, as well as with clients (inclusive of corporations, individuals, and insurance agencies). Salesforce Chatter is a highly customizable tool and provides a consistent user experience, faster search experience, real-time update push in live feeds, and much more.
Users of our solution include sales executives, branch managers, regional managers, and divisional managers. Sales representatives were able to establish their annual sales goals and make plans on how to achieve them with the application. Managers were able to periodically review, approve, and measure the performance of the sales representatives much easily with Sales Plan. Also, on the basis of historical data, the approval process was automated and recommendations for goal setting were provided.
Up to 90% reduction in manual errors, 40% reduction in manual efforts, and 50% time saved in sales planning.
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