Case Study: Leading Indian Insurance Company streamlines sales and lead management with Salesforce and Persistent Systems

Leading Indian Insurance company implements Salesforce to manage sales and leads

Persistent Systems helped a leading Indian insurance company address the challenge of managing large volumes of historical customer and sales data spread across multiple Excel files. The company’s manual reporting process was error-prone and made it difficult to manage leads, opportunities, and customer information efficiently. Persistent Systems used Salesforce to modernize and centralize the sales process.

Persistent Systems designed a flexible CRM data model to capture historical and future data, supported insurance-specific products, and recreated Excel reports and dashboards in Salesforce without Visualforce pages. The solution added call planning, contact tracking, alerts for customer milestones, escalation mechanisms, and role-based reporting for executives, managers, and users. As a result, the insurer streamlined CRM activities, improved lead management, expanded reach to a wider target market, and gained greater visibility and control over sales performance.