Case Study: a leading Indian life insurance provider boosts sales reach and revenue with Persistent Systems' Salesforce CRM

Enabling a leading Indian life insurance provider to reach broader target market

A leading Indian life insurance provider faced significant operational challenges as its business grew. Relying on manual data entry in Excel and disparate reporting, their processes were time-consuming and error-prone. They struggled to manage leads from multiple channels and lacked control over their sales process, which hindered their aggressive growth plans. They engaged Persistent Systems to implement a solution using Salesforce CRM.

Persistent Systems implemented Salesforce Sales Cloud, designing a custom data model to manage the client's diverse insurance products and historical data. The solution recreated manual reports as dynamic dashboards and streamlined call planning and tracking across the entire sales hierarchy. As a result, the life insurance provider completely streamlined its sales process, effectively managing multi-channel leads and gaining a complete 360-degree customer view. Most notably, the client expanded its reach into new markets and increased its revenue by over 30%.