UAE · Insurance · Salesforce Consulting
Salesforce CRM
40% productivity increase
+40%
Productivity
-35%
Cycle Time
+28%
CSAT
Challenge
Agents and advisors worked across disconnected tools, causing slow handoffs and incomplete customer context.
Solution
Implemented Sales + Service Cloud with Experience Cloud portal, CPQ for complex products, and ERP integrations.
Results
- • 40% increase in advisor productivity
- • Single customer view across channels
- • Quote-to-cash cycle cut by 35%
Technologies
Sales CloudService CloudCPQMuleSoft