Unified data, strategically captured opportunities: how a 360º view boosted sales by 32% and retention by 13% in just 6 months.
Unified data, strategicallycaptured opportunities:how a 360º view boostedsales by 32% and retention by13% in just 6 months.
After more than two decades in operation, Grupo Angelus had built up extensive knowledge of its customers, but that data was scattered across multiple disconnected systems. Sales and customer service worked in silos, missing cross-sell and up-sell opportunities. The fragmentation also prevented predictive analytics and advanced segmentation, both essential to compete in an increasingly sophisticated family assistance market.
Companies with an integrated CRM eliminate manual rework and free up time for active selling — an opportunity Grupo Angelus was leaving on the table.
Our approach combined technology transformation with organizational development. We began by diagnosing existing processes and mapping every customer touchpoint.
The Salesforce ecosystem implementation was paired with executive mentoring, ensuring that cultural change happened alongside technological change. We built custom solutions tailored to Grupo Angelus's specific needs while maintaining integration with critical legacy systems.
Connecting partners via APIs made it possible to centralize NPS and tracking data in a single repository, ensuring a consistent, reliable view of the customer experience.
With the Salesforce implementation and top-of-funnel automation, the company recorded 32% growth in digital sales in the first year, sourced exclusively through digital marketing and closed by the Inside Sales team.
On retention, where the first 6 months are critical, onboarding automations delivered a 13% improvement over the previous year.
The 360º view eliminated redundancies and revealed previously invisible patterns. The company now anticipates customer needs and personalizes its offers based on hard data, setting a new standard of operational excellence that is directly reflected in its growth and loyalty results.
