Case study: A CRM for a company in customer relationship outsourcing
BoostCall

BoostCall and Efficy

Client Testimonial

 

About BoostCall

BoostCall is a platform dedicated to the insurance sector and specialized in making B2B and B2C appointments in loyalty and prospection. They have a team trained in commercial techniques and specific techniques from the insurance sector.

BoostCall is committed to its customers in a process of continuous improvement guided by the requirement and quality of service. This “outsourcing” solution has many advantages for companies such as:

  • Unlock the potential of employees
  • Refocus on your core business
  • Withhold your sales
  • Develop your sales
  • Increase customer interaction and satisfaction

And much more

The challenge

To gain flexibility with the implementation of unique operations, and achieve cost savings, BoostCall had to:

  • Relieve the management of contacts and companies
  • Treat information quickly and without losing it in the multiple excel documents
  • Centralize everything and have a fluent communication
  • Give complete and adequate follow-up to your clients

The company wanted to review its procedural system to provide the customer a faster and more efficient experience, all at a lower cost. It meant sharing sensitive information without problems to the people chosen to optimize those unique operations.

The results

Efficy was the ideal CRM solution for BoostCall. The data of contacts and companies are used routinely throughout the company, the information is complete and communication is fluid. Each Employee has specific access rights, which allows optimal confidentiality to be maintained.

All information is now centralized under one place, and it simplifies customer management. In this way, employees can have access to the correct information intuitively. This process reduces operating costs.