Case Study: Personal Group boosts cross-sell and upsell opportunities with Sabio and Salesforce

Consolidating CRM solutions to improve customer insights

Personal Group, a provider of employee services and benefits, faced challenges due to having separate organizations for its three brands, each using disparate CRM systems. This fragmentation resulted in conflicting data, a lack of sales visibility, and low user engagement with their existing Salesforce instances, making it impossible to identify cross-sell opportunities.

makepositive implemented a strategic solution by consolidating the three business systems onto a single Salesforce Sales Cloud org. This created a unified customer view, which was enhanced with new processes for portfolio insights and the integration of DocuSign Gen for contracts. The results provided quicker insights into sales activities, enabling the account management team to identify and act on cross-sell and upsell opportunities, leading to more informed business decisions and cost efficiencies.

Personal Group

Ross Jeavons

Personal Group