Carlos G. Cisneros Insurance Agency
Insurance Agency
The Problem
Miami-based insurance agency Carlos G. Cisneros approached Operatio Marketing for assistance with streamlining client information and the quotation process, while centralizing their in-house data system for their employees.
The Solution
Our solution was to implement Zoho integration through detailed flow mapping, a highly functional automated Email system, and a completely custom CRM system to optimize day-to-day operations, with the express intent of simplifying the lead and quotation process, and boosting the effectiveness of their client information database.
Services
What We do
- CRM
- Marketing Automation
The Results
They were able to focus more on client leads and new opportunities, without being hampered by the inefficiencies of the previous system.
Operatio Marketing's services not only streamlined my daily tasks but also shaped them into an efficient CRM system featuring user-friendly marketing automation! Thrilled with the outcomes and looking forward to ongoing collaboration.
The Proof is in the Numbers
- 400+Hours Saved Per Year Using CRM System
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