The Before
Medicareplus had outgrown its CRM. The sales team lacked a scalable process, while marketing could not measure activity or return on investment. Pipeline visibility was weak and the business could not forecast future sales with confidence.
The After
We implemented Sales Cloud and Marketing Cloud Account Engagement to manage the journey from enquiry to closed business. The solution covers lead allocation, deals, products, revenue schedules, customer activity, campaigns, scoring and a full reporting suite.
The Results
Sales teams manage opportunities more efficiently and close more business. Marketing can segment audiences, automate campaigns and measure engagement, while leadership has clearer pipeline, forecasting and campaign performance data in one connected platform.
