Persistent Systems partnered with a leading global reinsurer to implement a central CRM solution to expand its business and achieve a 360-degree view of their customers.
Challenges
The client was using an outdated version of Salesforce for the Life Insurance, andthere was no central CRM solution for other lines of business or geographies, including Asia-Pacific, North America and Europe. Also, the exisiting IT landscape was incoherent which led to data silos and the inability to get a 360-degree view of customer data.
Solution:
- Life insurance users were still on Salesforce Classic experience. Migrated then to Salesforce Lightning Experience (LEX). Salesforce was not implemented for non-life business unit Persistent helped with this implementation. We also helped the client integrate Salesforce with ERP which provided the client with 360-degree view of the customer.
Outcomes
- Helped move 150 Life Insurance business unit users from Salesforce Classic to Salesforce Lightning Experience
- Helped with the global rollout of a central CRM solution for Life and Non-life business units which made the IT landscape coherent across geographies
- Implementation enabled 360-degree view of the customer which helped the client in recognizing up-selling and cross-selling opportunities
