Watch Lisa McAbee, NBIS speak on her experience of Hexaware’s Salesforce Cloud Implementation Capabilities

Watch Lisa McAbee, NBIS speak on her experience of Hexaware’s Salesforce Cloud Implementation Capabilities

NBIS is a leading commercial insurance provider focused on the heavy construction industry. Headquartered in Atlanta, with a dynamic sales team spread across various regions in the US, they wanted to improve sales effectiveness for sales teams to generate and close more opportunities through the use of an easy to use cloud-based CRM platform and improve operational effectiveness and costs by seamless quote-to-bind processes with integration of the CRM with their AMS agency systems.

Watch Lisa McAbee, NBIS’ Director of Business Development and Marketing, recount how Salesforce Financial Services Cloud enabled her company to improve customer experience, increase customer retention, drive cross-selling and ramp-up close ratio.

She describes how her team was struggling to manage Excel spreadsheets and manually pull data from multiple sources. NBIS most critical need was a robust solution to better manage sales funnel, lead development, internal territorial reporting sync various spreadsheet data in real time and collaborate with Underwriting to quickly bind new policies.

Salesforce Financial Services Cloud was the obvious choice, considering that NBIS was on a rapid growth trajectory, and wanted a solution that offers flexibility, scalability and superior AI-powered insights. Hexaware was chosen for the complex project due to our extensive experience as Salesforce implementation partner for large Insurance companies.

Catering to the client needs, Lisa describes how Hexaware managed to implement rapid transition to Salesforce CRM solution, increasing granular reporting capabilities and overall sales performance. More significantly, Lisa says that with increased cross-functional collaboration, there has been a mindset shift in NBIS towards an automated, AI-driven and customer-centric sales model.

For more on transformation of insurance sales performance leveraging Salesforce Financial Services Cloud and Hexaware’s superior integration capabilities, watch the NBIS testimonial now.

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