Revitalizing Salesforce Sales Cloud: Aligning & Enhancing Ongoing Business Practices


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Sierra Insurance, an esteemed healthcare insurance distribution company headquartered in Texas, excels in providing personalized insurance sales services over the phone

Sierra Insurance offers three different plans, namely “Medicare Advantage“, “ACA Plans“, and “Short Term“, encompassing a total of 25 comprehensive products. The company relies on Five9 as its primary lead generation source, ensuring efficient and effective operations.


  • Manual lead assignment: Manual lead assignment, user-driven data, and lack of proper flow disrupted the dynamics and created obstacles for the agents.
  • Unorganized reports and dashboard: Unorganized data in multiple reports hindered their usefulness, impeding the generation of desired insights and pausing data-based strategy formulation for the managers.
  • Multiple tangled processes: The team discovered multiple activated Process Builders on Account, Lead, Opportunity, and Campaign objects, which will soon become obsolete.
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