ACG – Consolidating Member Data into Salesforce Member 360

ACG aimed to consolidate auto and renters policy data from multiple systems into Salesforce Member 360. They required real-time integration and a comprehensive view of historical data for better service delivery and sales operations.

• Integrated Salesforce with MongoDB, Klaviyo, and the company website for consistent data management.
• Implemented a lead scoring mechanism to prioritise high-value leads.
• Connected the SMS Magic App for automated customer engagement.
• Introduced custom lead cloning for better usability.
  

How we did it?

• Implemented Salesforce Financial Services Cloud for householding data.
• Applied sharing and visibility rules for controlled access.
• Developed a custom escalation model to prioritise leads and opportunities.
• Integrated business systems for real-time updates and payment processing.
• Deployed Genesys and PureConnect CTI solutions for call center support.
  

The Outcome

• Reduced redundant communication with consolidated Member 360 views.
• Improved agent efficiency and membership sales.
• Enhanced customer experience through real-time data and streamlined operations.