Sales Cloud Solution for Insurance Consultants
Streamlining Insurance Quoting
Company Profile & Overview
Industry: Insurance
Location: Toronto, Ontario, Canada
Employee Category Range: 11 - 50 employees
Salesforce Cloud: Sales Cloud
Company Overview: Customer is a mid-market insurance consultant specializing in employee health and retirement plans. They were faced with challenges collaborating on quotes and generating sales collateral across their team.
- Team coordination on quotes
- Consistently generating sales collateral
- No visibility into sales funnel
- Tracking renewal activities
- Customize Salesforce opportunities and quotes to capture options around different insurance plans for both employee health benefits and retirement plans
- Configure a set of standard quote templates using Conga Merge document generation
- Create custom objects for Plan and Renewal Management system using a blend of Apex, Salesforce Lightning Components and Process Builder
- Reporting to give executive visibility into sales funnel, upcoming plan renewals and policy trends
- Previous technology: Outlook and Excel Spreadsheets
- Product features implemented: Opportunity, Quotes, Custom Objects, Apex, Lightning, Outlook Integration, Conga
- Visibility into opportunity funnel and quoted policies
- Streamlined quotes
- Consistent and regular follow ups of plans
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Since 2010 SkyVenn has been delivering tailored Salesforce solutions to help meet each of our client’s unique requirements. We are led by former Salesforce employees and leverage years of experience and industry best practices to ensure a successful implementation. We are committed to seeing our customers wildly successful on the Salesforce platform.
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Director - Information Technology at BlueCat Networks
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Innovation and Client Experience Lead at ONE For Freight
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Principal at S. Sutton & Associates Inc.
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Sales Manager at Gaylord Hardwood Flooring
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Business Development Officer & Marketing Lead at ENGIE Fabricom Canada
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Michelle Jatagandzidis
Marketing and Communications Coordinator at Welcomehome Relocations
"Much thanks to SkyVenn and Salesforce for efficiently organizing our customers and products into a streamlined system for data, communication records and quoting. SkyVenn has been very helpful in assisting with the set up and training our staff. Excellent value for the costs."
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Owner at Action Supply
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Principal at McKelvie Consulting Ltd.
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Heather Reid
President at Animal Experience International
