Revitalizing Salesforce Sales Cloud: Aligning & Enhancing Ongoing Business Practices

Industry

Finance

Sub Industry

Insurance

Products

Salesforce Sales Cloud

Services

Salesforce Implementation Services

Location

USA

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Overview

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.

Challenges

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.

Solutions

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Revitalizing Salesforce Sales Cloud: Aligning & Enhancing Ongoing Business Practices

Overview

Challenges

Solutions

Other Sucess Stories

Redefining Customer Loyalty for Retail Giant With Salesforce Loyalty Management Implementation

Powering Up the Efficiency of an Underwriting Business With Multi-Cloud Technology Implementation

Real Estate Reinvented: Crafting a Smarter Sales Strategies with Salesforce B2B Commerce Cloud

Streamlining Construction Sales and Finance with Salesforce Implementation Services

Simplifying Physician Onboarding: Empowering Efficiency Via Salesforce Experience Cloud Portal Implementation

Strategic Salesforce Implementation Fueling Non-Profit Donation Management

Delivering Lasting Customer Success with Salesforce Managed Package Development & Real-Time Data Verification

Delivering Success With Sales Cloud Dynamic Case Management

Enhancing The E-Commerce Platform Through The Power Of Salesforce B2B Commerce Cloud

Streamlining Service Agents’ Efficiency and Processes via Salesforce Sales Cloud Integrations

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