Dear [XXX],

Trust you are doing well!

I am [XXXX], part of the Account Management team at Salesforce and I manage the engagements
initiatives with [Org Name]

I understand that you are the [Designation] and hence thought it would be apt to reach out to you.

Salesforce platform is being used widely across the Financial Services, FinTech and Insurance verticals
with customers like Bajaj Allianz, AXA, AIG, MetLife, Aviva, Prudential Life Insurance, Standard Life and
many more Small and Medium scale businesses.

Here are a few areas where Salesforce has been leveraged by companies in your industry to streamline
their business processes :

 Understand your Clients to Sell better : a real-time panoramic view of the

customer/policyholder & his/her product lines
 Make every Client Interaction Seamless & Outstanding : Deliver Personalized, predictive, multi-
channel, 24/7 one-stop shop support
 Connect with your customers 1:1 : Build 1:1 journeys, personalize content, connect everything
 Collaborate effectively between employees, partners and customers : Use powerful tools to
supercharge team collaboration, document management, and client-centric collaboration
around goals

Salesforce overview: https://www.youtube.com/watch?v=XD0awb4rO68

CRM: https://www.youtube.com/watch?v=KW5lO34uOsM

Customer story in
Insurance: https://www.youtube.com/watch?feature=player_embedded&v=9QOzv8qtKx4

Please do let me know a convenient time to discuss over a quick 15-minute call with one of our
Account Managers.

Looking forward to hearing back from you.

Thank you.

Best Regards,