Case Study: Leading Insurance Providing Company achieves automated SMS and email campaigns and boosted lead generation with Auro CRM

An Automated Email and SMS Campaigning Solution for a Leading Insurance Provider Based in US

Leading Insurance Providing Company faced the need to modernize customer outreach and unify offline and online sales processes, with requirements to integrate their SAP ERP into CRM and provide a one‑step solution for sales reps. Auro CRM implemented a SuiteCRM‑based solution to deliver automated email and SMS campaigning (including SMS API integration, dynamic templates and campaign scheduling) while enabling ERP–CRM synchronization for better order and customer data flow.

Auro CRM customized SuiteCRM to add a real‑time option to send SMS, email, or both, sync product/orders/customers via Magento–SAP integration, and provide recurring target lists and campaign scheduling. The result was smoother multi‑channel campaigning with no cross‑overs, deeper reporting on customer response frequency, and a growing leads database from successful campaigns—improving targeting (by location, age group) and end‑to‑end order tracking.