CHALLENGES

• Submissions were disorganized across the CRM, spreadsheets, and OneDrive.
• Data transfer between platforms was cumbersome and inefficient.
• Adoption issues arose due to the scattered data environment.
• Duplicate submissions were created, complicating data integrity and management.

Solution Implemented:

• Customized the CRM by modifying standard and custom Salesforce objects and building various flows.
• Enhanced data organization and simplified sales management for easier access to crucial information.
• Enabled users to retrieve necessary data with just a click, improving efficiency.
• Leveraged cloud storage for organized data, allowing access from anywhere for prompt action.

Business Impact:

• Improved operational efficiency and productivity.
• Enhanced client engagement and satisfaction.
• Greater insights into business performance.

Technologies Used:

• CRM Platform: Integrated additional functionality to support document management using Onedrive for Salesforce Sales Cloud.

Results Achieved:

• Established a centralized portal for all Professional Employer Organization (PEO) data.
• Eliminated the need for users to switch between OneDrive, CRM, and other systems, streamlining operations.
• Enabled data access from anywhere, enhancing flexibility and responsiveness.

Conclusion:

The customized CRM solution significantly streamlined the management of submissions and positions essential for calculating Workman’s compensation premiums for the insurance brokerage. By centralizing all PEO data and integrating OneDrive for efficient document traceability, the system enhanced operational efficiency and data integrity. The elimination of fragmented data environments improved user adoption and reduced duplicate submissions, ultimately leading to higher client engagement and satisfaction. This transformation not only optimized data management processes but also allowed for timely decision-making, driving overall business performance.