A largest Aviation community Increased efficiency across case process and invoice reconciliation process through eliminating multiple systems
About the Client
A largest Aviation community Increased efficiency across case process and invoice reconciliation process through eliminating multiple systems.
- DemandBlue team enabled case routing in Salesforce to capture the entire email communication
- Fully automated the conflicts of interest process in Salesforce
- Implemented a timer functionality with start/stop buttons
- DemandBlue team implemented an on-demand sync functionality
- Implemented a functionality that would display a notification banner on the contact if it is a VIP Contact.
- Eliminated multiple systems as much as possible and most of the LSP functionalities were done via Salesforce
- Automation of routine manual tasks saved time and manual efforts
- Improved time tracking capabilities to ensure better productivity
- Improved the efficiency of Case Follow up with better UI and automation
- More efficient and error-free Claims Invoice processes.
Salesforce: Sales Cloud
Technologies: Salesforce optimization, Timer functionality, On-demand sync, Case routing, Nonprofit