[Customer Compass Implementation Case] Sales of products that require detailed explanations.

Separate inside sales (telemarketing) from field sales to increase visit rates and streamline visit scheduling!

At a certain life insurance agency, the customer system based on sales performance and daily reports was replaced with Salesforce, significantly improving usability, but sales only saw a slight increase. On the other hand, due to the rise of internet sales (such as comparison quote sites), the number of new prospective customers has only slightly increased in recent years, making it urgent to reactivate dormant customers. Therefore, we introduced our "Customer Compass." After the implementation, appointment setters without local knowledge were able to directly input the salespeople's schedules, leading to an increase in incidental visits to customers other than loyal ones. [After Implementation] - Appointment setters without local knowledge can now directly input the salespeople's schedules. - Incidental visits to customers other than loyal ones have increased. - By separating inside sales from field sales, we began to consider new customer acquisition strategies beyond word-of-mouth. *For more details, please refer to the PDF document or feel free to contact us.*

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