Director, Professional Services at Sercante | Program Management | Software Implementations | Salesforce Marketing Cloud | 3x Salesforce Certified | Trailhead Ranger
A great partnership with Andy Paden, CIC, and Jeff Nickles at INSURICA to help digitally transform their sales and marketing operations and to create customized client experiences that align with their specialized offerings. Read more about it in the link below. #salesforce #radicalimpact #successstory
What happens when insurance goes through a digital transformation to modernize their processes? Everyone experiences radical impact. INSURICA, the 29th-largest privately held insurance agency in the country, partnered with Sercante to digitally transform their sales and marketing operations and create customized client experiences that aligned with their specialized offerings. As a result: The team now has a unified CRM database for visibility across the enterprise, so leadership can be aligned and make well-informed strategic decisions. They can also create more personalized experiences for their clients such as their Motor Carrier Health Report and their customized Performance Plan. Get all the details of their success story here: https://lnkd.in/eNnViWSs #salesforce #successstory #radicalimpact