The client is a leading health insurance provider in the United States, aiding people through numerous health insurance policies.
The Need of A Single System To Remove Process Bottlenecks and Improve Sales Team’s Efficiency
The client had several functional applications including some legacy ones, to assist the sales team in their day-to-day operations including account management, administration of contacts, and selection and processing of insurance plans. These applications were disconnected from each other, leading to a lack of one unified system with comprehensive and cohesive view of the data. Other challenges include:
Disparate applications creating more bottlenecks
Inability to access and utilize historical customer information in Sales Process
Absence of one unified platform to produce a holistic view of the entire sales operation for leadership
Implementation Of All Purpose Holistic Sales System
Implemented A Unified All Purpose Salesforce CRM System
Damco worked with the client to understand their business needs and challenges to design a customized Salesforce solution that enabled the client to visualize the entire sales process under one system and enabled approvals in one place. During the implementation, some of the Salesforce objects used included accounts, contacts, opportunities, claims, quotes, products and price books.
Seamless data migration was done from legacy application systems to Salesforce to create the unified view of the customers in real-time.
Developed Custom Visualforce Pages
We deployed custom sites developed on Visualforce that delivered a personalized experience where customers can view and choose insurance plans of their choice.
Holistic Data, Reports and Dashboards For Leadership Team
We developed reports and dashboards that provided key insights such as sales team KPIs, demographics of customers, accounts, and much more to leadership for insight-based decision making.
A Modernized Sales Platform That Provides 360° View of Customers and Business