One of California’s leading auto insurance companies wanted to dramatically improve its lead management system with the help of an expert technology partner to provide direction & governance and reached out to Exavalu for expert advisory & implementation services.
01
Advisory
02
Implementation
Due to the absence of a unified platform, our client struggled to manage multiple sources of leads. Along with a lead management platform, the insurer also wanted to improve the auto-routing process to send the right leads to the right agencies. Lastly, they needed to increase efficiency in lead distribution management with robust technology integration.
We established Salesforce COE to provide governance for Salesforce implementation, enabling the business and IT leadership on Salesforce to plan and envision a roadmap for the CRM platform. We also advised implementing Salesforce Marketing and Experience Cloud connected with financial service Cloud. Additionally, we owned the architecture review to ensure platform scalability and robustness to support multiple integration points.
