Sales Cloud Solution for Insurance Consultants

Streamlining the Salesforce Quote process for insurance agents

Company Profile & Overview

Industry: Insurance

Location: Toronto, Ontario, Canada

Employee Category Range: 11 - 50 employees

Salesforce Cloud: Sales Cloud

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

Challenge
  • 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
Solution

Previous Technology:
Outlook and Excel Spreadsheets

Product Features 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
Results
  • 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

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.

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Testimonials

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"SkyVenn was recommended to me by our Salesforce account rep to be our Pardot implementation partner, as the partner we had at the time had no Pardot experience. They've been everything I was hoping they would and have been an excellent choice. Our team had no prior Salesforce/Pardot experience and what I liked best about SkyVenn was how responsive and knowledgeable they were. They did not only provide answers but explained to us why and the best practices. We have moved on from our previous partner and the role of SkyVenn has expanded into Sales Cloud, Service Cloud and custom Apex development. I am looking forward to the long term partnership with SkyVenn and my team."
Jason Baker
Solutions Architect at Viterra
"We have been working with SkyVenn since Nov 2019. They have assisted us with B2BMA set-up with Pardot and Salesforce assisting us with case escalations to address issues that we were unable to resolve on our own from the previous year. Additionally, they assisted us in implementing a number of other features and we continue to rely on their expertise. 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"
Rohela Ellahi
Marketing Automation Manager at Livingston International
"We have been working with SkyVenn for close to a year now and they have been amazing to work with. Extremely responsive to the requirements of our business, 7 days a week. They truly listen to the needs of their customers. We have involved them in several projects including a CPQ implementation, Lightning Migration, 3rd Party Software integrations, as well as general process flow cleanups and deployments. We have worked with several other Salesforce partners in the past and our experience with SkyVenn has been a refreshing change. If you are looking for a Salesforce Consultant that truly knows the meaning of the word "partner" then SkyVenn is the company for you."
Kris O’Brien
Director of IT at iWave
"Innovasea selected the SkyVenn team as our Pardot implementation partner and they’ve proved to be an excellent choice. The team is responsive, professional, and extremely knowledgeable on Pardot/Salesforce set up and best practices. SkyVenn got our team up and running with Pardot in 3 to 4 weeks and even helped us figure out a few items post-launch. We would definitely recommend them for anyone looking to get setup with Pardot!"
Kelly Sonnenshein
Global Marketing Manager at Innovasea Systems
"Knowledgeable and creative, SkyVenn was integral in the transformation of our inherited Salesforce instance. Their patience in reviewing the current landscape, listening to concerns, brainstorming new ideas and then consulting and executing was both appreciated and extremely effective. I would gladly recommend their teams balanced business and technical acumen to any customers looking to bring their Salesforce to the next level."
Deanna Woodland
Sales Operations at Trusscore
"SkyVenn is an ideal implementation partner. From day one of our Salesforce/Pardot project, they were a fantastic project manager - proactive, fast and accessible - making efficient use of our time and dollars. They took the time to understand our business goals, and made an effort to customize our platform in a way that would be successful now, and in the future. They quickly built a rapport with our enrolment team and guided us patiently and thoroughly through configuration, development and training. I would welcome the opportunity to work with SkyVenn again!"
Emily Allert-House
Managing Director of Marketing & Admissions at Prairie College
"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!"
Tony Bitonti
Manager, Marketing and Creative Services at Sault College of Applied Arts and Technology
"Cristian and SkyVenn made our onboarding process onto Salesforce incredibly easy and seamless. He was able to learn our needs as an organization and provide a tailored and efficient experience as we shifted our business processes onto the CRM. He provides flexible and dynamic trainings; he takes the time to articulate simple and complex solutions, and he'll even make a recommendation if there's a better way to do something outside of the scope of the project. We'll definitely be knocking on Cristian and SkyVenn's door again if the opportunity presents itself in the future."
David Rozins
Business Development Manager at Ori, Inc.
"SkyVenn was recommended to us by Salesforce to help us with implementation and training for both Sales Cloud and Pardot. They were an excellent resource for our team, ensuring our software was customized to our needs and providing us with detailed training and regular check-ins for both platforms. Our team had no prior Salesforce or Pardot knowledge, but SkyVenn was able to get us up and running and feeling confident with our new processes. Thank you!"
Stef Reid
Director of Marketing at L-SPARK
"The SkyVenn team helped us immensely. We're a small company that needed help backtracking and configuring a lot of variables inside Pardot and Salesforce. They were incredibly professional and knowledgable while diligently answering our questions and concerns. They went above and beyond to make sure our operational flow was correct. I would recommend the SkyVenn team to anyone - big or small."
Ana Anttonen
Marketing Manager at Syndio Solutions
"The SkyVenn team were very responsive, timely, and professional. The entire team helped us with questions and concerns outside of just our migration. I would recommend SkyVenn to anyone looking to migrate their Salesforce data."
Dustin Pluebell
Operations Specialist at Greenway Logistics LLC
"We hired SkyVenn to setup and train Salesforce to my team. They were extremely knowledgeable about the product, and took the time to understand my business to ensure we customized it based upon our needs. Whenever I would contact them (regardless of the time) they would respond instantly! They are extremely professional & reliable - will definitely be using SkyVenn for any further assistance."
Dan Carloni
Co-Founder & VP of Sales at Live Patrol Inc.
"In January 2020, Agriculture Solutions Inc. decided to make the change to use Salesforce as well as Pardot in order to manage client relationships and track sales and opportunities better. A lot of learning has taken place since the beginning of this year while implementing Salesforce as well as Pardot. Taking on this implementation wouldn't have been possible without help from SkyVenn! I would like to shout out the entire team at SkyVenn for leading the implementation of Salesforce and Pardot for us. We couldn't have done it without them and we very much appreciate the effort and patience on their part over the last few months."
Chris Hogarth
Business Development Manager at Agriculture Solutions, Inc.
"SkyVenn was always easy to get a hold of, always on time, and delivered exactly what they promised. I could easily imagine working with them again!"
Wallace Patterson
Inside Sales Manager at MakerBot
"SkyVenn came recommended to us by Salesforce and I am thankful. They were able to help us scope out our project and brought their experience and expertise to streamline the planning and execution. They executed the requirements flawlessly and our project completed on time and below budget. I will have more work for SkyVenn in the future."
Christian Chenier
Director of Marketing at Smart Cell Communications
"We have been working with SkyVenn for several years. They have been integral to the success of our Salesforce set-up and maintenance. They always takes the time to understand exactly what we are looking for and are very responsive and helpful with all of our customizations and maintenance. Highly recommended!"
Jed Levene
President, Rockwater Wealth Management Limited
"SkyVenn was hired by Influitive to help out with a few Salesforce projects while I was new to my Sales Operations role. They were were able to successfully execute these projects while also teaching me Salesforce basics and best practices. We look forward to working with them again in the near future!"
Annanth Aravinthan
Sales Operations Manager at Influitive
"I wanted to say that SkyVenn was fantastic to work with, you got our vision and did a great job setting expectations. I would highly recommend SkyVenn. First you were able to understand how our Salesforce should look and work, then you were able to get us implemented and provided training within our crazy schedules and timelines and at the end of the day made me look very good! (Which is the most important thing of course). We can already see the impacts of Salesforce on our business and no doubt it will help us manage and grow our business in the future."
Martin Villard
Regional Sales Manager at Titan Products Group
"Our experience with SkyVenn was very positive with their staff meeting 100% of our expectations throughout the entire process. I specifically appreciated their prompt responses to our questions and requests throughout the process. The end result is that we are completely satisfied with our customized Salesforce program and our staff is using the system with little to no problems as a result of the effective training provided by SkyVenn."
Erik Lamb
President at Total Sales & Marketing
"I originally contacted SkyVenn to help me with training on Pardot. My company soon integrated Salesforce and they have been great instructors. SkyVenn is patient, informative and provides me with real world advice and suggestions on how to make our Pardot and Salesforce integration more efficient. Intelligent consultants that provide training and advice from real world experience. A pleasure to work with."
James Bi
Marketing Coordinator at Orbograph
"BIG BIG FAN of SkyVenn!!! Our organization went through a non-profit merger that had a much more customized and larger database (1.9M contacts!) than we did (~40,000). On top of all that, their email platform was expiring within 2 weeks and we needed to make lists and transfer contacts and opt-outs to our email client fast. This is a complicated, time-consuming and detail oriented project that had to be done perfectly to ensure our new, merged organization would have no service interruption in user's email capabilities. SkyVenn performed the transition flawless, painlessly and efficiently. The team are super responsive, thorough and are long-term thinkers to get the most bang for your buck. In short, totally recommended."
Tim Lee
Giving Manager at 50CAN
"SkyVenn was instrumental in helping us transition from SugarCRM over to Salesforce. They were helpful and transparent on all fronts, and were always available to provide clarification or answer any questions we might have. The in-person training they provided to our team was also very helpful. Since our initial transition, SkyVenn has continued to help us maintain our platform and integrate several other applications. They are great to work with and I would definitely recommend their services!"
Allison Price
Director, Programs and Engagement at TechAlliance of Southwestern Ontario
"SkyVenn has been vital in our implementation of Salesforce. Their knowledge is very detailed and they have the practical experience to explain features and benefits that are most relevant to my team and I. They are a trusted partner and I would recommend their services without hesitation. Thank you for everything."
Connie Riordan
Innovation and Client Experience Lead at ONE For Freight
"SkyVenn worked thoughtfully and diligently with my Senior Leadership Team to implement Salesforce for our operation. They are not only superbly competent, they applied a great deal of finesses to address the psychosocial aspects of introduction and adaptation to a new system in an early stage business culture. They are consummate professionals who I highly recommend."
Susan Sutton
Principal at S. Sutton & Associates Inc.
"The team at SkyVenn worked with us to implement Salesforce and Pardot. We have been working with them for several years and continue to be wowed by their knowledge and incredible service. Every project has been on time and on budget. A true pleasure to work with and I would recommend them to anyone!"
Greg Gaylord
Sales Manager at Gaylord Hardwood Flooring
"I have worked with SkyVenn to get our Pardot account properly set up and our first Pardot campaigns launched. It has been great working with SkyVenn, who provided a lot of smart advice and proved to be very efficient and flexible."
Fleur Durand-Smet
Business Development Officer & Marketing Lead at ENGIE Fabricom Canada
"With the help of SkyVenn we have revolutionized the way our business operates. The team at SkyVenn was both highly knowledgeable and patient throughout the process. They went above and beyond to ensure our Salesforce platform matched our business needs and that we were fully trained upon launching the CRM software. This service was an excellent value for the cost. Would not have been possible without the help of SkyVenn."
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."
Bruce Copley
Owner at Action Supply
"SkyVenn was instrumental in ensuring our adoption of Salesforce.com was successful. We wanted a local, in-person, consultant but there wasn't anyone with nearly the experience and bed-side manner as SkyVenn. Their knowledge of CRM principles, concepts and how to apply them to my client's business is superlative. I definitely will be using SkyVenn exclusively in all future Salesforce.com implementations."
Stuart McKelvie
Principal at McKelvie Consulting Ltd.
"SkyVenn has been an invaluable asset in implementing our company’s Salesforce.com CRM software. Their understanding and experience made a complicated process seem effortless. We appreciated all the insights and extra time SkyVenn spent on our account and credit the continued successful growth of our company to their expertise. I would strongly recommend SkyVenn."
Heather Reid
President at Animal Experience International