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Financial Services

Digital transformation for business excellence

A new Salesforce infrastructure for the French insurance broker aimed at optimising lead-to-cash processes

  • CRM
  • Salesforce

The main objective of the project entrusted to Mashfrog DMCC was to develop a CRM platform capable of streamlining all phases of management and nurturing customer relationships, allowing SIACI to optimise business development activities tailormade to a wide portfolio of clients.

For SIACI, in particular, our developers implemented the core Salesforce module, Sales Cloud. This is a very flexible and scalable solution, which implemented the basic infrastructure of Salesforce services in the operational flow immediately, but with the possibility of easily accommodating any future implementations. 

A tailor-made software

The platform allows the entire Lead-to-Cash cycle to be managed more efficiently – from the generation of new potential customers to the sales process – allowing daily activities to be coordinated and supported at every stage of the operational process, from managing appointments to sharing team activities, from performance review to analysis and reporting on business progress, to understanding weak-points etc. 


The challenge has been to provide custom software based on the customer's specific needs and objectives, translating their KPIs into “talking” metrics within Salesforce.

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