April Belgium tracks every broker visit and plans sales rounds on the map
Every broker visit tracked, every sales round mapped
Key results
- One database for service, marketing and sales to the broker network
- Visible sales activity per broker, across the whole network
- Automated appointment rounds, planned around geography
The client
April Belgium is the Belgian entity of the APRIL group. It is an insurance wholesaler that designs insurance products and distributes them through a network of independent brokers.
The challenge
Selling through brokers means the sales team lives on the road. Visits, calls and follow-ups were spread across hundreds of brokerages. Nobody had a single view of who was seen when.
Appointment rounds were planned by hand, without looking at where brokers and sales reps actually were.
Service had its own problem. Client and broker requests landed in a shared Outlook mailbox. It became messy and interactions got lost.
What we did
Sales Cloud for the broker network. Every visit, call and follow-up is tracked per broker.
Salesforce Maps for the rounds. Appointments are planned and mapped automatically, based on where brokers and sales reps are.
Service Cloud for operations. Requests from clients and brokers leave the shared mailbox and become cases the team can route, follow and close.
Marketing Cloud on the same data. Broker communication runs from the same database as sales and service.
The result
Sales activity is visible per broker across the whole network. Rounds are planned around geography instead of by hand. Service, marketing and sales all work from one database.
