Case Study: Transamerica boosts user adoption and secures $3.2M in incremental revenue with LivePerson's Tenfold

Transamerica secures $3.2M in incremental revenue per year with LivePerson

Transamerica faced challenges with user adoption of its new Salesforce CRM system. Key customer data was trapped in multiple legacy systems, and manual processes were slowing down agents and reducing key performance indicators. This hampered leadership's ability to access analytics and understand advisor performance. LivePerson, through its Tenfold solution, was implemented to address these issues.

LivePerson's Tenfold harmonized data from disparate systems into Salesforce, creating a single source of truth. The solution streamlined workflows with features like click-to-dial and screen pop, saving each advisor 32-64 minutes per day. This productivity gain equated to having one additional advisor for every seven on staff. As a result, Transamerica secured $3.2 million in incremental new revenue per year with the help of LivePerson.

Transamerica