Salesforce Sales Cloud Customization & Integration
About Client
Our client has a niche business of providing insurance and benefits to
the firefighters servicing in 200+ fire districts & departments.
Industry
Insurance
Products
Salesforce Sales Cloud
Challenges
There were many challenges, however the two major challenges
were:
- Lifetime storage of files for each Client
The business involves storing a large number of files for each client
& such data had to be retained for a lifetime due to local
compliance policy. Our client was looking for a cost-efficient way to
store a large number of files.
Solution
Our experts worked to provide exceptional solutions to the client specific
to each of the challenges.
File Storage
The first challenge of the file storage was given solution for Amazon S3.
Considering the client’s different use case, our team designed and developed
an integration between Salesforce & Amazon S3. We built the integration in
such a way that it mimics the Windows File Explorer for easy user adoption.
Now, Sales reps have to just perform a single click, and end-to-end
automation process takes care of the entire process.
Results
- Increased cost saving on file storage charges
- Field History stored easily for compliance purpose
- Increase agent’s productivity by 30%
- Able to rely 100% on Salesforce as a system of record
