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.
Gif Maker

Industry

Insurance

Products

Salesforce Sales Cloud
Amazon S3

Challenges

There were many challenges, however the two major challenges were:
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.
Group
Managing Services

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

Asset of the Company

Our customers love what we do

SP Tech has impacted over 3X in revenue around the world. Our contributions are quite evident in our customer success stories.

Read more customer success stories 

Start Today For a Better Tomorrow

Sit down for a small informal meeting with us to understand how our experts can add value to you and help you improve your customer service experience through the Service Cloud