Beamtenpiloten

Sales automation for customer growth

A steadily growing number of customers led to an increased need for structure and process automation at Beamtenpiloten. With the help of Blue Apes, Salesforce as the central CRM system now provides the company with comprehensive analysis options and an automated sales process.

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Company profile

About Beamtenpiloten

Beamtenpiloten is an insurance consultancy specializing in civil servants and candidates and offers its customers consulting services and an individual comparison of private health and disability insurance policies. The steadily growing number of customers presented the company with the challenge of not being able to collect and analyze enough data to ensure the continued efficiency of its processes.

Beamtenpiloten

Problem

Lack of structure as the number of customers grows
Limited analysis & manual control measures
Duplicates & confusing filing in Excel
No possibility to track family members or referrals
Manual effort to enter leads & send emails = lack of transparency of lead phases
Lengthy manual process for creating preliminary risk inquiries
Lack of reminders / follow-ups to or with potential customers

Beamtenpiloten X Blue Apes

Blue Apes Solution

Implementation of Salesforce Sales Cloud as the central CRM system to digitize and optimize the sales process
Extend the standard data model for custom requirements
Set up clean and dynamic data storage to avoid duplicates (including importing legacy data from Excel spreadsheets)
Integrate reports and dashboards for comprehensive analysis
Synchronize customer appointments and emails between Salesforce and Outlook
Streamline the lead process with:
_Direct lead creation from website (email-to-case to lead; phone & email validation)
_Partially automated qualification process
_Direct phone number recognition via CTI
_Lead performance tracking (conversion rate, lead quality and more)

What we have achieved

Results of the collaboration

Accelerated qualification process
50 percent less time spent creating and sending preliminary risk inquiries = more time for consulting
Lead performance reporting for targeted controlling
Real-time visibility into due dates and opportunity stages
Instant access to relevant customer data and health history, including search capabilities, increases daily productivity

Talk to Lead-Consultant

By implementing Salesforce in collaboration with Blue Apes, we were able to centrally organize our customer data and make our consulting processes more efficient through automation. This enabled us to be more productive in our day-to-day business and to derive sound controlling measures based on detailed reports. Thanks to the support and expertise of Blue Apes, the implementation of Salesforce went smoothly. Florian Kramer Managing Director of Beamtenpiloten (subsidiary of Schaumburg & Kramer GmbH)