The company needed to increase customer engagement, track customer data and automate marketing processes cost-effectively — while integrating with existing systems to stay ahead of competitors.
CRM platform now supports Personalised across five companies, handling claims, reimbursements, and service coordination at scale.
Marketing automation saved time and resources, enabling focus on other areas of the business.
Customised email templates and unified customer views improved campaign effectiveness.
This partnership remains active, with plans to integrate Salesforce Data Cloud for richer customer insights.
