Speciality
Case Study
Customization of Salesforce CRM
This interesting project included performing detailed process mapping, streamlining business processes and the modernization of old technologies prior to implementing a customized Salesforce CRM for a large, national managing general agency.
This solution was deployed in under 18 months, under budget and provided real-time sales and opportunity metrics to over 1000 agents doing business with the company.
Consulting Area: Executive Sponsor and Project Lead – John was responsible for the implementation of Salesforce CRM for a national managing general insurance agency.
John worked as a senior executive for this client during this fast-paced 18 month project. He led a technical team of IT developers, underwriters, and subject matter experts to configure the Salesforce CRM software solution for over 1000 independent retail agency distributors of this business.
John and his team contracted with a third party, licensed and certified Salesforce Implementation vendor who were experts at knowing and configuring the Salesforce CRM to businesses in the financial services industry. John’s team included data architects, senior software and other applications developers.
Experienced developers understand that limiting and focusing the number and kinds of customizations in any software application improves the chances of success on these projects.
In this project, John limited customization through use of API technology – pushing and pulling data from other sources into or out of the Salesforce CRM. This enabled the team to complete the implementation for this very large and complex project in under 18 months and under budget. The result was a very satisfied client who now has a very effective and enduring CRM support system.
Some of the important results of this project include a 360 degree customer view for all client retail agency distributors which include real-time dashboard views of open and closed quotes, volume of premiums written, geographic spread of business, and insight into competitive pricing. This new insight enables the sales team to concentrate their efforts on closing the sale, which is essential for continued increased effectiveness and profitability.
