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
Alliance Insurance
Product
Salesforce CRM
Services
Salesforce Implementation Services
Location
USA
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.