Providing a Solution to Excessive Accumulation of Data in Salesforce (Case Study)


One of the key challenges faced by many organizations is the enormous growth in the volume of data in their Customer Relationship Management (CRM) systems. This has a major, adverse impact on the performance of the CRM systems, resulting in the inability of the companies to use them effectively and deliver good customer service.


Businesses can overcome this challenge by using a secure cloud-based content management system to store their data. Today, we’ll see how Solunus helped a leading healthcare insurance provider resolve the problem of excessive data in their Salesforce system, by implementing Box.com, a robust platform to store content in the cloud.


About the Client

The client is a well-known local provider of health insurance services, headquartered in Greensboro, North Carolina. The company has been serving more than 16,000 customers with novel plans since 2015 and boasts a high customer retention rate of over 95%.


Project Overview

The client approached us to develop a robust solution to manage the problem of excessive accumulation of data in their Salesforce system. They also wanted us to help them store all customer data at one place and ensure better coordination between their sales and marketing teams.


Challenges Faced by the Client

  • The client used Salesforce CRM but faced various problems

  • Multiple files were required to store each of their customers’ information.

  • All their data stored in a single Salesforce instance; this led to data obesity

  • The customer suffered from poor coordination between marketing and sales teams

Solution Provided by Solunus

Solunus implemented Salesforce Marketing Cloud and Box.com. We enabled the client to migrate data in Salesforce to Box.com and store files and documents in the latter, helping resolve the problem of data obesity of the Salesforce system. The solution also included the following.


Integration of Salesforce and Box.com

Our team ensured flawless integration of Salesforce CRM with Box.com. We also created links for folders in Box.com. This went a long way in enabling the users of the insurance company access data in Box.com, using their company’s Salesforce system, without hassles.


Development of a system to Ensure Hassle-free Coordination

We created a system to ensure seamless communication and coordination between the client’s marketing and sales teams. As part of this system, we set up an effective process to facilitate smooth transfer of data between the two teams.


Business Results

  • 100% Reduction in Data Obesity

  • 80% Increase in System Performance

  • 32% Growth in the Firm’s Profits

What Can BFSI Firms Expect by Partnering with Solunus?

  • 45% Faster Stakeholder Collaboration

  • 35% Growth in Sales Productivity

  • 190% ROI on Salesforce

  • 40% Reduction in Decision-making Time

About Solunus

Solunus is a dedicated Salesforce partner organization, headquartered in Dallas, Texas. Our unrelenting focus on comprehending the unique needs of our clients coupled with our unrivaled expertise of the Salesforce platform enables us to deliver the perfect solutions that create the best value for IT and business analytics firms.



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