How RCPRO Seguros achieved 40% business growth and enhanced efficiency with Salesmate

The challenge: Disorganized operations and missed opportunities 

Before implementing Salesmate, Rcproseguros faced several critical challenges in managing their growing client base. The agency primarily focused on professional insurance for engineers and architects, with hundreds of new deals each year.  

However, their processes were fragmented and inefficient, which led to several operational roadblocks. 

With no unified system in place, the team struggled to keep track of client interactions, follow-up actions, and overall deal progress. As Rafael, the CEO of Rcproseguros, explained: 

The lack of a centralized CRM system created inefficiencies that slowed down their operations and led to missed opportunities for client retention and new business acquisition. 

• No centralized client management: With multiple clients and deals to manage, Rcproseguros lacked visibility into the status of each deal, resulting in missed or delayed follow-ups. 
• Fragmented communication: Client interactions were scattered across various platforms like Gmail and phone calls, making it difficult to maintain organized communication. 
• Slow operations: The need for speed in the insurance industry was hampered by manual processes and inefficient systems, which delayed deal closures and follow-up actions. 

It became clear that Rcproseguros needed a CRM solution that could streamline their operations, centralize client interactions, and help the agency manage its fast-paced environment efficiently. 

The solution: Transforming operations and growth with Salesmate 

Rcproseguros identified Salesmate CRM as the perfect solution to address their needs. Salesmate’s robust feature set, particularly its Gmail integration, streamlined the agency’s operations and enhanced client engagement. 

Seamless gmail integration 

Salesmate’s Gmail integration was a game-changer for Rcproseguros. With the ability to create and track deals directly within Gmail, the team could manage client interactions faster and more effectively. 

Improved client and deal management 

Rcproseguros now had full visibility into its client pipeline, allowing the team to track deals and client communications with ease. This centralization of client data and deal tracking helped the company increase efficiency and reduce the risk of missed opportunities. 

Superior customer support 

Salesmate’s customer support was another key benefit for Rcproseguros. Whenever Rafael or his team needed assistance, Salesmate’s support team was quick to respond and resolve issues. They provided prompt, helpful responses, even for more complex issues. 

Customization for the brazilian market 

Salesmate’s flexibility allowed Rcproseguros to adapt the CRM to their local market needs. For instance, the ability to change the date format to match Brazilian standards was a helpful feature. However, there were still a couple of improvements Rafael wished for, such as adjusting the currency format to Brazilian Real. 

The results: Faster operations and better client retention 

Since implementing Salesmate, Rcproseguros has seen a significant improvement in its overall business operations: 

• 40% Business Growth: Rcproseguros experienced a dramatic growth in its business over the past four years, attributed in part to the efficiencies gained by using Salesmate. 
• Enhanced Client Retention: By streamlining their client engagement process, Rcproseguros has been able to retain more clients and secure new ones through referrals. 
• Optimized Workflow: Salesmate’s deal management system allowed Rcproseguros to handle their growing workload without sacrificing speed or accuracy, a crucial factor in the fast-paced insurance industry. 

Looking ahead: Scaling with Salesmate 

With Rcproseguros continuing to grow, Rafael is confident that Salesmate will remain a key part of their success. The company is looking forward to future updates that will make the CRM even more tailored to their needs, such as improved currency support and additional reporting features.