Enhanced workflow for insurance company by organizing the data in Sales Cloud

Continue Reading

Business Challenges: 

Since our client’s line of business is insurance, they categorized their customer’s offer types based on their willingness to sell the insurance. With the default features in Sales Cloud, they were not able to customize the content in fields according to the offer type. As a result of this, the salespeople filled in irrelevant details that did not resonate with the particular offer type.  

Apart from this they also had various page layouts that became a monolithic block of fields. This increased the loading time of the page and complicated their Sales environment.  

Our client was looking for an ideal Salesforce Solution provider who can understand their business needs and render appropriate solutions. 

How AVASOFT helped with its Salesforce Custom Solutions: 

• Our Salesforce experts made efforts to understand the client’s business problems by analyzing their Sales Cloud environment.  
• In order to hide the irrelevant fields in certain offer types, our team performed the required coding through lightning aura components and apex class.  
• We also suggested Salesforce best practices and leveraged Dynamic Forms to migrate the fields and sections from page layout as individual components into the Lightning App Builder.  
• This was performed to fix inefficient custom components that increased the loading time of the page. 
• Through Lightning App Builder, we created custom record pages to meet our client’s business requirements.  

The Business gains for our client: 

• Our client was able to slash the number of page layouts and improve the loading speed of their page. 
• The fields and sections of the page were altered according to the business needs, which allowed them to experience a better page performance.  
• Only the relevant fields were made visible in the respective offer types.   
• Their overall user experience and sales processes were enhanced because of our cutting-edge Salesforce solutions.

Tech Stack