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Top Three Life Insurance Carrier

Creating an Authoritative Data Source to Enhance CRM Usability

Challenge + Opportunity

The investment firm needed a single source of truth for client data and asked us to help make governed client and sales transaction data accessible for a Salesforce CRM implementation.

Solution Highlights

We conducted multiple data management initiatives to govern advisor-client contact and sales transaction data for the Salesforce CRM implementation, as well as for bi-directional integrations between SalesPage and Salesforce.

Key Benefits

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