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Helping Overcome Data Visibility Issues with Salesforce (Case Study)

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Phani Madhav Chegu,

October 25, 2021

Helping Overcome Data Visibility Issues with Salesforce (Case Study)

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A major challenge faced by many companies in the financial services sector (or any sector, for that matter) is integrating data in multiple systems in an effective manner. The inability to integrate disparate data results in poor data visibility, impacting the ability to make sound business decisions.

Financial companies can resolve this issue by using data loading tools to export data in one system into others in real-time. Today, we’ll see how Solunus helped a local health insurance services provider to synchronize their data in a healthcare administration solution with Salesforce, using Salesforce Data Loader, thereby enabling the picture of their business operations.

About the Client

The client is a leading local provider of health insurance services, based in Fort Worth, TX. They serve more than 14,000 customers in the Dallas-Fort Worth metropolitan area. The company has been serving the elderly with innovative healthcare plans since 2008.

Project Overview

The client approached us to develop a robust solution to integrate data in TriZetto, their healthcare administration system, with Salesforce. They also wanted us to come up with a system that would facilitate seamless interactions with their customers.

Challenges Faced by the Client

  • The client was unable to sync the data in TriZetto with Salesforce
  • They couldn’t update call details into Salesforce while the call is going on
  • The company was unable to move all data to Salesforce, resulting in the continued use of MS-Access
  • They faced problems in using case objects for customer interactions ​
  • The company was unable to update details of new plans bought by customers

Solution Provided by Solunus

As part of our customized solution for the insurance firm, we installed Salesforce Data Loader on their server. We also implemented Salesforce Sales Cloud and Salesforce Service Cloud. The solution also included the following.

Setting Up a System to Automate New Leads

Our specialists worked with the client to develop a new system that used batch classes to automate new leads and convert them into contacts and opportunities. This system went a long way in saving precious time for the company’s sales team.

Creation of User-friendly Page Layouts and Fields

We came up with page layouts and fields for the Salesforce system that closely resembled the layouts in MS-Access. The similarity enabled the company’s teams to use the page layouts effectively, without any hassles.

Transfer of Interaction Data to and Development of Record Type Objects

Our team transferred customer interaction data into record-type objects to facilitate easier and more effective management of the data. We also developed new record-type objects and page layouts and assigned them to users.

Development of a Mechanism to Update Customer History

We created a mechanism that enabled the health insurance company to automatically update customer history when a user opted for a new plan. The mechanism reduced manual efforts involved in the maintenance of customer history considerably.

Business Results

  • 100% Visibility of Sales and Marketing Data
  • 90% of Inconsistent Data in the Salesforce System is Eliminated
  • 60% Increase in Document-generating Efficiency
Helping Overcome Data Visibility Issues with Salesforce (Case Study) - 1

What Financial Service Providers Can 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 financial services firms.