Our client was struggling with outdated processes, scattered data, and a lack of automation. They recognized the need for a modern, digital-first approach, and thus approached Exavalu to streamline agency onboarding, enhance productivity tracking, and introduce integrated communication and reporting capabilities.
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Advisory
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Implementation
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Digital Transformation
Their sales team struggled with fragmented accounts, agency, and contact data spread across multiple platforms, leading to inconsistencies and inefficiencies. Managing territories and scheduling relied heavily on manual processes, which were time-consuming and prone to errors.
They did not have any comprehensive reporting tool, which made assessing sales performance and operational metrics difficult. Additionally, a lack of integrated collaboration tools hindered communication within the team and with external agencies. The absence of automation in routine tasks led to an increased workload, higher risk of human error, and inefficient tracking/ reporting activities for Regional Sales Managers (RSMs). These operational bottlenecks prevented the sales team from achieving optimal efficiency and responsiveness.
We deployed a team of experienced business analysts and technical architects with deep expertise in Salesforce Financial Service Cloud. Our solution focused on centralizing all accounts, agency, and contact information to improve visibility and accessibility across the organization. A sophisticated territory management system was implemented to support RSMs, Channel Leads, and the Head of Sales, enabling seamless coordination and planning. Integrated email and calendar functionalities streamlined scheduling, while strict security protocols, including Single Sign-On (SSO), ensured secure access across both desktop and mobile platforms. Additionally, mobile-optimized Salesforce solutions empowered their sales teams with real-time data access and operational capabilities, ensuring they act swiftly and efficiently.
