Providing a custom data model to your existing Sales Cloud environment can boost the productivity of your Sales team at multiple levels. With the default features in Salesforce, your team may find it hard to customize the fields according to your unique needs.
In this success story, we helped our client enhance the workflow of their business by providing a better data model to their Sales Cloud environment. Because of our custom solution, our client was able to reduce their page load time and experience a better data model.
Our client is a leading insurance company that helps senior citizens leverage their insurance policies for better cash value. They provide various offer types to their customers to sell their insurance policies. For these purposes, they fetch policy details from their customers.
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.
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