Case Study: Esser Hayes achieves a centralized customer view and real-time sales insights with Apptivo

Integrating all Customer Touch Points for Consistent Service using Apptivo CRM

Esser Hayes, a large regional insurance agency in Naperville, Illinois, struggled with fragmented customer data and inconsistent processes: contact details came from agents, webforms, referrals and Outlook, leaving no single view of clients and no reliable way to track pipeline, won/lost leads or sync customer emails and calendars. To address this, Esser Hayes engaged Apptivo and implemented Apptivo CRM to centralize customer touchpoints and standardize workflows.

Apptivo deployed a suite of CRM apps (Leads, Contacts, Customer, Opportunities, Sales Planning, Employee and Teams), integrated Lead→Contacts→Customer→Opportunities→Sales Planning workflows, and synced Outlook/Gmail while creating role-specific page layouts and real-time dashboards. The Apptivo implementation eliminated repetitive double-entry, gave sales and marketing a single source of truth, enabled drill-down charts to monitor funnel and pipeline by stage, and improved user efficiency and decision-making through visualized, up-to-date sales performance.

Esser Hayes