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Matcha Assurance

CRM: An investment that pays off

Matcha Assurance was looking for a partner to modernize its sales management tools and optimize its internal marketing processes. The firm wanted a flexible solution that would meet its current and future needs, in addition to aligning with other divisions of the organization. 

Salesforce - Logient

Services
Implementation of Salesforce solutions
Business analysis
Solution architecture
System integration
Data import
Solution documentation and user guides
Project management
Industry
Services
Technologies
Salesforce Sales Cloud
Salesforce Marketing Cloud Account Engagement
Integration of third-party systems

Logient’s solution

Our team specialized in Salesforce deployment has added various simple and effective solutions to Matcha Assurance's digital ecosystem, such as Sales Cloud, a tool that has allowed the sales department to improve efficiency and facilitate information exchange between its different teams. These solutions make it easier to centralize customer relationship management, share customer needs analysis, create more comprehensive operational reports, and use communication tools more effectively, all of which are now located in one place.

Business success

The solution, deployed in the fall of 2023, has been widely adopted across Matcha Assurance, and has helped to centralize customer relationship management, improve communication and collaboration between teams, and increase employee capacity and productivity. Since the solution is scalable, Matcha Assurance can adjust to the future needs of the firm and support its growth, thanks to the integration options and customization capabilities available in Salesforce.

Results

Higher sales team productivity through streamlined processes.
Increase of 25% in lead generation within the first year post-integration.
150 hours saved per quarter through automated lead creation in Salesforce.
10 minutes saved per new client by reducing processing time for new files.
+15% in lead conversion rate thanks to improved data quality.
Simplified reporting, enabling better follow-up by administrators.
Faster growth trajectory enabled by a simple, flexible, and scalable tool.
Improved operational efficiency through automation of financial document generation for Matcha Assurance clients.
Enhanced team coordination via shared calendar creation.
Increase in scheduled calls for agents, boosting client engagement.

About our client

Founded in 2018, Matcha Assurance is an online personal insurance brokerage firm that matches the best insurance solution to the unique needs of each customer. Its team of expert advisors is mandated to find the best coverage possible among more than 10 insurers—and to do so in just a few minutes.

“The Logient team was very agile and responsive throughout the project, and their expertise made the difference in successfully completing this major project.”

— Sylvie Chartrand, Director of Operations, Matcha Assurance

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