CRMNEXT
32 Case Studies
Case Study: SBI Life Insurance achieves 400% increase in lead conversions with CRMNEXT
A CRMNEXT Case Study
Creating an Experience-Driven Banking Dominance Through an Integrated Platform Across All Lines of Business
SBI Life Insurance engaged CRMNEXT to address fragmented sales and service processes and to drive sales acceleration, service modernization, smarter relationship management, marketing automation, and holistic reporting. Facing siloed systems and slow manual workflows across channels, SBI Life Insurance selected CRMNEXT’s BUSINESSNEXT platform to unify channels, automate lead management and deliver a single 360° customer view.
CRMNEXT implemented BUSINESSNEXT (with features like automated lead assignment, Trinity Cross Sell Modeler, unified contact center, straight‑through processing and drag‑and‑drop reporting) across 39+ integrations and tens of thousands of users. The rollout produced measurable impact: 400% increase in lead conversions, 90% reduction in average loan processing time, 40% shorter sales cycles, 300% uplift in credit‑card lead conversions and a 20% QoQ rise in home‑loan disbursements while supporting 1,95,775+ active users and 30,000+ concurrent sessions — demonstrating CRMNEXT’s boost to efficiency and revenue.
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