A leading insurance company in the United States and a leader in financial services globally .
Challenges
- De-centralized sales processes and system to manage large accounts
- Complex customer on-boarding experience including managing customer contacts
- Customer activity management including deeper understanding to buying pattern, decision process with analytics & reporting
- Provide mobility access to improve field productivity and customer engagement
Solution & Benefits
- Entire solution built and implemented on Salesforce platform
- Provide mobile access via Salesforce1 for agents to capture all customer details
- Automated process across all the activities leveraging process builder.
- Implemented the organization security model to comply with regulatory requirements and access controls based on role & responsibilities and hierarchies.
- Build tools and automated system to extract, cleanse and load data from existing system to new system
- Build reports and dashboards for both operational and executive level
- Setting up the Pilot system for implementing Wave Analytics to improve quality and insights on the current reporting system
