CRM Modernization for a Global Insurance Leader

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Industry

Insurance – Life, Property & Casualty

Challenge

The problem your customer faced. This content should be short and skimmable. Two to three sentences are a good standard for the right amount of content.

Results

The impact your customer saw. Two to three sentences are a good standard for the right amount of content.

$5.4M+

Manage Spend

100+

Deals Completed

7.6x

ROI

$2M

Cost Savings

“With full visibility into every customer interaction, our teams finally work in sync. MapleSage delivered clarity, automation, and measurable results.” —

Eric Friedman

VP, Sales Enablement (Confidential)

About your Customer

Global Life & P&C Insurance Group

A long-established insurance enterprise operating across North America and the Caribbean. The client had grown through acquisitions and needed to unify its sales, marketing, and service operations for better pipeline visibility, customer lifecycle tracking, and data-driven growth.

The Challenge

Multiple legacy CRMs and disconnected sales tools created silos across business units. This led to inconsistent customer communication, missed cross-sell opportunities, and a lack of visibility into pipeline health or retention metrics.

The Solution

MapleSage deployed an integrated CRM strategy using Salesforce, unifying sales and marketing activities across geographies.

Key actions:

Consolidated customer records and sales pipeline into a single CRM framework
Automated onboarding, cross-sell, and renewal workflows
Implemented lead scoring and dynamic segmentation for marketing campaigns

Tech Stack:

Salesforce FSC, SalesForce Sales & Marketing Cloud, Snowflake, Azure AD

“With full visibility into every customer interaction, our teams finally work in sync. MapleSage delivered clarity, automation, and measurable results.” — VP, Sales Enablement (Confidential)

The Results

With MapleSage’s CRM modernization strategy in place, the insurer unlocked a new level of visibility, productivity, and alignment across sales and marketing.

📈 25% boost in sales productivity — reps spent less time switching tools and more time closing deals
⏱ 30% faster onboarding — streamlined CRM and training enabled quicker ramp-up for new business units
🔄 Unified customer journey — all interactions, from acquisition to renewal, tracked in one place
💡 Improved forecasting accuracy — enabled by real-time dashboards and automated pipeline updates

This transformation set the foundation for smarter cross-sell and upsell strategies, stronger client relationships, and a scalable GTM engine across the enterprise.