Enabling an Insurance Provider Fully Leverage Sales Cloud and Service Cloud

Our Solutions

  • We installed the data loader in the client’s server.

  • Our team set up batch classes to automate new leads and convert them into contacts and accounts

  • We also created page layouts and fields that are similar to the layouts in MS-Access

  • Our experts moved interaction data into case objects as record type objects

  • We developed record type objects and page layouts and assigned the same to users

  • Our specialists modified the system to ensure member history is updated when a new plan is chosen

Enabling an Insurance Provider Fully Leverage Sales Cloud and Service Cloud

Client Challenges

  • No proper system to sync TriZetto data into Salesforce

  • The client was unable to update call details into Salesforce while the call is going on

  • No mechanism to move all data to Salesforce, resulting in continued use of MS-Access by one of the teams

  • They faced problems in using case objects for customer interactions

  • The client was unable to update customers’ history when they opt for a new plan

Business Outcomes

  • Seamless synchronization of data from TriZetto to Salesforce

  • The client is now able to update call details into Salesforce while the call is underway

  • All teams now use Salesforce instead of MS- Access

  • Hassle-free transfer of all customer interaction data from custom objects to case objects

  • A member history is created when enrollment data is updated

  • 90% of inconsistent data in the Salesforce system is cleaned up

  • A 60% increase in document generation efficiency

Conclusion

Customization of Existing Salesforce Sales Cloud and Service Cloud Helps Resolve Data Synchronization Issues, Resulting in a 90% Reduction in Data Inconsistency and a 60% Improvement in Document Generating Efficiency