Increase sales growth using Pega Sales Automation and Customer Decision Hub

Overview

A leading insurance client wanted to enable their 135K field Agents with a unified solution that would allow their Agents to manage their client, campaign, opportunity and to provide an excellent service to their clients. Organization siloed systems limit the Agent ability to reach their client on-time with relevant messages. Truly hampering their sales and customer service.

Business Challenge

In today's fast-paced business environment, staying ahead of the competition requires leveraging modern, integrated systems and real-time data insights. However, many organizations still struggle with outdated systems that impede sales growth and limit th

Our client was looking for a way to overcome their customer relationship management challenges

• Disparate and outdated systems limiting sales growth.

• Lack of real-time and personalized communication hampering swift connections with prospects and clients leading towards missed opportunities.

• Insufficient customer insights contributing to inefficient and irrelevant user communication impacting customer experience.

IQZ’s Solution

To tackle this issue, IQZ teamed up with Pega Systems to implement a unified platform. By integrating Pega's Customer Relationship Management (CRM) system with advanced marketing and AI-powered tools, we streamlined and enhanced their operations.

Our solution offered a comprehensive Pega CRM platform that enables agents to manage their book of business efficiently. As well as:

• AI driven campaign management solution empowering agents to cater relevant and timely offers to prospects.

• Personalized landing pages allowing agents to build a sticky relationship with prospects and existing clients.

• A unified CRM platform utilizing Pega Sales Automation and CDH, enabling Pega team to go to market faster.

The Results

• Personalized Outreach: We enabled the delivery of 25 million personalized emails to 1 million customers each month.

• Efficient Campaigns: Over 300 targeted marketing campaigns are now launched regularly.

• Fast Implementation: New campaigns are rolled out in less than 5 days.

• Smart Targeting: Using over 30 adaptive and predictive models, we help agents identify the best sales opportunities.

• Empowered Sales Force: 135,000 agents now use an intelligent system to find the best potential clients.

• Improved Engagement: Email open rates have increased by 200%

• Higher Conversion Rates: Lead conversion rates have jumped by 50%.

• By implementing a unified platform with Pega Marketing, IQZ helped the insurance provider overcome their sales challenges. This transformation not only improved the efficiency and effectiveness of their sales agents but also significantly boosted customer engagement and sales performance as seen in the results above.