From Data Chaos to Client Focus
Greenway Insurance Transforms with Salesforce
“Aekot is super easy to work with. They are very knowledgeable and offer great suggestions. I would highly recommend them to everyone.
Mary Farmer
VP Operations, Greenway Insurance
About Greenway Insurance
Greenway Insurance partners with over 40 top national and regional insurance carriers to bring you the modern insurance solutions you deserve for your family, home, or business. Dedicated to putting you first, They use technology to simplify the process, so you get the right plan at the right price. Experienced insurance professionals in greenway insurance organization work closely with you to understand your specific needs and craft personalized coverage solutions. They empower you with choice, making the insurance process smooth and stress-free.
Problem Statement
Greenway Insurance faced challenges with managing customer data before Salesforce implementation. The company had been using spreadsheets and outdated legacy systems to store customer information, leading to issues of data duplication and inconsistencies. This inefficiency affected their sales and marketing efforts, resulting in missed opportunities for upselling and cross-selling services, which, in turn, decreased productivity. Due to the lack of a centralized system for customer data management, Greenway Insurance struggled to identify opportunities for growth and failed to meet customer expectations. As a result, the company sought assistance from our team to implement Salesforce, the world's leading CRM platform, to help them overcome these challenges and streamline their operations.
Aekot's Salesforce Solutions Transform Insurance Sales
To address Greenway Insurance's challenges, our team implemented Salesforce Sales Cloud, a CRM platform that provides a centralized system to manage customer data. We also implemented Salesforce Platform License to support internal employee communications, and Salesforce Digital Experience Cloud to facilitate better communication between customers and the company. Salesforce Sales Cloud enabled Greenway Insurance to manage their customer data more efficiently, reducing the chance of data duplication and inconsistencies. The platform also provided insights into customer behavior, allowing Greenway Insurance to target their marketing efforts more effectively. Additionally, Salesforce Digital Experience Cloud provided customers with a more seamless experience, enabling them to submit claims and inquiries online, reducing wait times for support.
Outcome
Greenway Insurance's implementation of Salesforce resulted in a more streamlined and efficient operation. With access to real-time insights into customer behavior, Greenway Insurance was able to improve their sales and marketing efforts, leading to a 25% increase in revenue in the first year of implementation. The platform also enabled Greenway Insurance to provide better customer support, resulting in a 30% decrease in customer wait times for support inquiries. Finally, the implementation of Salesforce Platform License improved internal communications and enabled Greenway Insurance to manage their workforce more efficiently, resulting in a 20% increase in employee productivity.
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