Sales automation for growing customer numbers
Key Facts
About the customer
Beamtenpiloten is an insurance consultancy specializing in civil servants and candidates and offers its customers consulting services and an individual comparison of private health and disability insurance policies. The steadily growing number of customers presented the company with the challenge of not being able to collect and analyze enough data to ensure the continued efficiency of its processes.
About the project
Steadily growing customer numbers led to an increased need for structure and process automation at Beamtenpiloten GmbH. With the help of Aviando, Salesforce now offers the company comprehensive analysis options and an automated sales process as its central CRM system.
Project duration
1.5 years
Industry
Professional Services
Products
Salesforce Sales Cloud, Superchat, Make, Aircall
Background information & problem
At Beamtenpiloten GmbH, we identified the following problems prior to the introduction of Salesforce:
- Lack of structure as the number of customers grows
- Limited analysis & manual control measures
- Duplicates & confusing filing in Excel
- No possibility to track family members or referrals
- Manual effort to enter leads & send emails = lack of transparency of lead phases
- Lengthy manual process for creating preliminary risk inquiries
- Lack of reminders / follow-ups to or with potential customers
Approach to solving the problem
To overcome these challenges, we implemented the following measures:
- Implementation of Salesforce Sales Cloud as the central CRM system to digitize and optimize the sales process
- Extend the standard data model for custom requirements
- Set up clean and dynamic data storage to avoid duplicates (including importing legacy data from Excel spreadsheets)
- Integrate reports and dashboards for comprehensive analysis
- Synchronize customer appointments and emails between Salesforce and Outlook
- Streamline the lead process with:
- Direct lead creation from website (email-to-case to lead; phone & email validation)
- Partially automated qualification process
- Direct phone number recognition via CTI
- Lead performance tracking (conversion rate, lead quality and more)
Customer testimonials
Superchat for automating WhatsApp Business
Beamtenpiloten GmbH relies on Superchat to tap into WhatsApp as an additional communication channel for potential customers.
- Centralised inbox and easy transfer of chats, even with different consultants.
- With Superchat, not only WhatsApp Business but also Instagram and Facebook Messenger can be used. Everything is centralised in one interface.
- AI chatbots on the website and other use cases for customer communication are also in the pipeline.
Make as middleware between Salesforce and Superchat
With Make, Beamtenpiloten GmbH has implemented a powerful and scalable middleware solution, primarily for automating WhatsApp messaging.
Results of our collaboration
- Accelerated qualification process
- 50 percent less time spent creating and sending preliminary risk inquiries = more time for consulting
- Lead performance reporting for targeted controlling
- Real-time visibility into due dates and opportunity stages
- Instant access to relevant customer data and health history, including search capabilities, increases daily productivity
Projektteam
Das Projekt wurde umgesetzt von Chris und ??
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Thorsten Winkels
Aviado GmbH uses the platform Calendly for appointment scheduling. By agreeing to an initial consultation, you accept the platform’s terms and conditions. Information on data processing can be found in Calendly’s privacy policy.