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