Our client is a multi-disciplinary, brokerage firm that offers best-in-class expertise or advisory in the areas of insurance, Group benefits consulting, and wealth advisory services. The group believes in building innovative products by identifying the trends in the market and meeting the requirements of your business. The services offered by the group are – insurance, group benefits, pensions, and risk management.

They consider Life Insurance as a powerful risk management tool that acts as a part of a financial plan or estate plan for their client’s business. They also offer comprehensive group benefits planning and consulting with effective benefits planning, with the identification of goals and objectives of the client organization. The group also offers retirement plans for employees/companies. They offer risk management services for the identification, evaluation, and prioritization of risks for your business and employees.

Problems & Challenges:

Problem

• Our client wanted integration of existing legacy systems with Salesforce CRM in such a way that they could update both systems simultaneously (Single entry).
• Our client wanted to send calculated and manipulated reports to their clients.
• Our client wanted to customize the Standard UIs in Salesforce CRM.

Challenges

• We faced some major challenges related to the requirements gathering.
• We faced timing issues because the client resides in a different time zone.
• We have faced concerns related to misunderstandings in communication.

Solution

We offered the following as part of Salesforce implementation services:

• Standard Functionality.
• Setup Layouts: To show the information for each entry.
• Fields: To store each entered data in the SF.
• Objects: To store the bulk data of the entries.
• Validation Rule: To prevent junk/garbage Data in Salesforce.