Enabled sales productivity for a nonprofit health insurance provider to make informed decisions driven by data

 

About the Client

Client is a nonprofit that offers healthcare coverage for the employer, individual, Medicaid and Medicare markets across the heartland of America.  

 

Solution

  • Created new lightning buttons to facilitate data updating CRM 
  • Implemented lightning component to manage enormous amount of data

Benefits

  • Eliminated data errors to provide pristine data to Sales.
  • Sales could now quickly sift through huge volume of data to find what they need.
  • Improved UI and UX improved adoption and productivity.

Salesforce: Sales Cloud

Technologies: Lightning migration, Lightning component, Health Insurance