Case Study: Global Reinsurance Leader expands with a unified Salesforce CRM from Persistent Systems

Leading global reinsurer expands business with Salesforce CRM

Global Reinsurance Leader, a global reinsurer with operations across multiple continents, faced an outdated Salesforce setup for its life insurance business and no unified CRM across life and non-life lines in regions including Asia-Pacific, North America, and Europe. The fragmented IT environment created data silos and prevented a complete 360-degree customer view.

Persistent Systems upgraded users from Salesforce Classic to Lightning Experience and implemented a unified Salesforce CRM across the business, integrating it with ERP systems using Sales Cloud and Service Cloud. Persistent Systems migrated 150 users to Lightning Experience and enabled a global 360-degree customer view that improved collaboration and supported up-selling and cross-selling opportunities.