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Toranto Based Insurance Company
Salesforce Implementation & Lightning Migration
- Canada - Insurance
Problem Statement
A leading insurance provider needed an enhanced approach for their Commercial and also Individual Lines company systems.
They intended to develop a baseline system of core CRM attributes while being able to sustain prospective future requirements or integrations.
The client was also aiming to enable seamless partnership throughout Individual and also industrial lines to drive cross-selling.
Solution
Our remedy aimed to supply the Commercial Line sales company with improved monitoring of current as well as prospective companies, vital contacts, as well as account history by standardizing the pipeline procedure and utilizing Salesforce chances.
The emphasis got on developing a basic one-way combination from the client's client database to Salesforce, offering organization-wide visibility into all customers executing future two-way assimilation.
We likewise offered a foundation for development for a two-way combination as well as Salesforce present to added client teams.
Result
The remedy supplied totally operating Sales Cloud Lightning view with assimilation to numerous third event devices.
Much better and a lot more customizable customer experience
Optimized as well as customized user interfaces that concentrate on what users can do instead of what individuals can check out
Gorgeous control panels with versatile layouts
Views that let individuals easily filter as well as imagine information
Reliable navigating as well as intelligent Home Page parts
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