The Close-Up How Revenue Grid Solves Michael’s Challenges See how a CRM owner at a leading multi-line insurer could use Revenue Grid to guarantee that consumer Compliant with international privacy regulations targets, financial objectives, and business goals are met. Revenue Grid does not store any customer data and Michael’s team can deploy it on premises. There’s also an option to go with a private tenant configuration where customer data is physically separate from any other data. Automated data capture and customizable CRM Enabling the advanced sync solutions and addressing the problem of multiple “Related To” relationships in Salesforce. Michael ensures data hygiene. The agents can experience a 23% increase in sales velocity and save up to 15 hours per week on manual work per employee. MICHAEL BLACK CRM Owner, People’s Insurance Group Visual relationship mapping Michael leverages complete and accurate Salesforce data to Michael has to ensure that the company’s CRM provides insurance agents and empower agents and managers with critical business insights and their managers with a 360-degree view of every client, streamlines processes recommended actions that help agents work smarter and faster to deliver personalized experiences, and empowers the IT team to help in serving clients’ needs. These AI-based recommendations can business build and scale faster in a highly competitive environment. help insurance agents to proactively create and win upsells and increase the closed-won rate by an average of 21%. His Goals: His Challenges: - Guarantee complete data confidentiality and - Data needs to be captured from various Lightning Scheduler Adapter privacy of insured clients sources and requires advanced Michael’s team is able to prevent scheduling conflicts from synchronization options across multiple happening, because the Adapter automatically checks availability - Tailor the existing CRM system to business units in Salesforce and Outlook calendars in real time. It works when insurance industry requirements and improve the operational efficiency within - Teams across the organization need to better an agent schedules a meeting with a client, and also when a the organization focus on serving clients’ financial needs but client books a service appointment. are unable to do it because they lack data and - Utilize visual relationship mapping to can’t draw any insights from it identify the connections that matter most to clients and provide the maximum level - Lightning Scheduler and Outlook Calendar of personalization don’t automatically sync LEARN MORE ABOUT REVENUE GRID - Solve the problem of conflicting appointments