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