ACG – Consolidating Member Data into Salesforce Member 360
Building a Unified View of Policyholders
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.
What we did?
- 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.
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