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CLIENT CASE STUDY

Insurance CRM goes mobile and improves sales team effectiveness

Overview

Accenture helped an insurance business overhaul its CRM, implementing cloud-based Salesforce.com as a stable, mobile-enabled system providing live data.


Solution

Accenture worked with the insurer to:

  • Map out a strategy for improving salesforce effectiveness across the organization.

  • Implement the Salesforce.com platform for customer relationship management (CRM).

  • Complete an IT assessment to understand and document the current and future state of the firm's IT infrastructure.

In addition, Accenture helped identify the most pertinent, high-value need: replacing the existing CRM platform to enable more independence for its users. During the process, Accenture also assisted with the insurance enterprise’s data migration to the cloud, process design, change management and mobility integration.

Results

Implementation of the Salesforce.com cloud-based platform enabled the organization to meet their objectives, providing a stable, mobile-accessible insurance CRM system. More robust reporting capabilities provided the users with increased ability to tailor their work, allowing more insight-driven discussions that are more targeted, measured and profitable. The holistic advisor view and platform flexibility combine with the newly-developed speed to market to help the insurer develop high performance in its insurance business.


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Implementing Salesforce provided a stable, mobile-accessible customer relationship management system.