Sales Cloud Solution for Insurance Consultants

Company Profile and Overview

Industry: Financial Services (Insurance)

Location: Toronto, Ontario, Canada

Employee Category Range: 11 – 50 employees

Salesforce Clouds: Sales Cloud

Company Overview: Mid-market insurance consultants specializing in employee health and retirement plans

Streamlining the Salesforce Quote process for insurance agents.

Management and consultants faced ongoing challenges collaborating on quotes and generating sales collateral
No visibility into ongoing sales activities
Forecasting and funnel management were non-existent
Important dates and milestones were being missed when tracking renewal processes with existing customers

Previous Technology:
Outlook and Excel Spreadsheets
Solutions Implemented:
Opportunity, Quotes, Custom Objects, Apex, Lightning, Outlook Integration, Conga Composer
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
Reports to give executives visibility into sales funnel, upcoming plan renewals and policy trends

Existing customers are now consistently followed up with 90/60/30 days prior to renewals
Full visibility into opportunity funnels to track open opps, opps closing this month and opps with no recent activity
Management has full visibility into newly created quotes for policy renewals
The process between teams to generate quotes is now streamlined
Clients are receiving consistent and regular follow ups from the team

“Our Salesforce instance is complex...SkyVenn has done a phenomenal job of asking the right questions...We certainly attribute the ability of our Salesforce instance to consistently keep up with our growing and scaling company to the ongoing assistance of SkyVenn. We couldn't do it without them! Highly recommend SkyVenn for all your Salesforce needs.”

“We’ve been working with SkyVenn for 3+ years and they’ve been amazing to work with. We’ve involved them in several projects including a CPQ implementation, Lightning Migration & 3rd Party Software integrations. We’ve worked with several Salesforce partners and our experience with SkyVenn has been a refreshing change.”

"I've been working with the SkyVenn Team as our SI for 2+ years. I can't say enough about their quality of work, and attention to detail. Meticulous, professional, knowledgeable and have delivered top-notch results on a multitude of Salesforce, CPQ, and Pardot projects for us. Happy to recommend their work!"

"Moving into Salesforce was a bit of a new experience for our team - but - SkyVenn has been an integral partner in easing us into it. They are extremely talented - and we are excited about them helping us change our organization!"

"We have been working with SkyVenn since 2019. They have assisted us with Pardot and Salesforce assisting us with escalations that we were unable to resolve on our own. The SkyVenn team are a very knowledgeable resource for me and the team. We frequently use them to verify and provide solutions for our challenges and ensure we are getting the most out of our Salesforce and Pardot investment - thank you SkyVenn"

SkyVenn is Dedicated to Customer Success

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.