Transforming Alliance Insurance Brokers with Salesforce CRM by Manras Technologies
Customer
Alliance Insurance Brokers, a leading insurance service provider, risk manager, and reinsurance broker in India.
Industry
Insurance
Sub Industry
Insurance Broker
Product
Salesforce Sales Cloud
Services
Salesforce Implementation Services
Location
India
Mail us Now
team@manras.com
Challenges
Alliance Insurance Brokers, with 400 users across various departments, faced significant challenges in managing customer relationships due to a lack of a unified system.
- No Customer 360: Alliance lacked a central view of their customers, making it difficult to understand their needs and personalize interactions.
- Disparate Systems: Different teams relied on separate systems, hindering collaboration and data sharing.
- Manual Processes: Configuring new GTM (Go-to- Markt) strategies was time-consuming due to manual data entry across various systems.
Solution
Manras Technologies partnered with Alliance Insurance Brokers to implement a comprehensive Salesforce CRM solution, addressing the key challenges and fostering business growth.
- Blueprinting: A detailed analysis of the existing systems and a “to-be” state blueprint were created to map the transformation journey.
- Agile Development: The Salesforce solution was built using an agile methodology, allowing for continuous feedback and rapid iterations.
- Quality Management System (QMS): A robust QMS ensured the solution met the highest quality standards throughout development and implementation.
- Template-Based Approach: Manras leveraged templates for faster changes and easier system maintenance in the future.
- Low-Code/No-Code Focus: The implementation minimized the need for complex coding, streamlining the process.
- Sales Cloud Integration: Sales Cloud was implemented to manage the entire sales lifecycle and improve customer engagement.
Value Added
Manras Technologies went beyond just implementing the CRM, providing additional value through:
- Data Migration Support: Manras ensured seamless data migration from legacy systems to Salesforce, maintaining data integrity.
- In-House UAT Sessions: User Acceptance Testing (UAT) sessions were conducted on-site, ensuring users were comfortable with the new system.
Outcome
The successful implementation of Salesforce CRM by Manras Technologies delivered significant benefits to Alliance Insurance Brokers:
- Customer 360 View: Alliance gained a unified view of their customers, enabling personalized interactions and improved customer satisfaction.
- Integrated System: A single, integrated platform now streamlines operations across all departments, fostering collaboration and data sharing.
- Reduced Manual Efforts: Data entry across multiple systems is eliminated, saving time and effort.
- Automated Renewals: Automated renewal creation and tracking lead to improved turnaround times (TAT) and reduced escalations.
- Enhanced Visibility: Improved visibility into the customer lifecycle empowers Alliance to make data-driven decisions and optimize processes.
Results
By implementing Salesforce CRM with the expertise of Manras Technologies, Alliance Insurance Brokers achieved a significant transformation in their customer relationship management. With a unified system, improved data management, and automated processes, Alliance is now well-positioned for continued growth and success in the competitive insurance industry.