Insight Category: Salesforce
How Exavalu Delivered An Efficient Lead Management System And Increased Agent Users by 41%
A leading personal lines insurance company wanted to modernize its lead management system and drive better business outcomes. They were looking for a proficient technology partner who could provide strategic direction, development expertise, and governance, so they partnered with Exavalu.
Leveraging Data Cloud for Customer Unification and Segmentation
A large US Enterprise struggled with customer profile matching, unification, and segmentation. They partneredwith Exavalu for expert consultation and implementation services.
Future-proofing Sales Team’s Success With Effortless Agentforce Adoption
A large US Enterprise recently adopted Salesforce for its Sales Team. Accustomed to using Excel-based systems, migrating to Salesforce appeared somewhat challenging for them. They wanted to streamline this transition for end users and enhance overall adoption rates, so they approached Exavalu.
Coinciding with this effort, the launch of Agentforce presented an opportunity to help them improve adoption and initiate their journey with the platform.
Salesforce Email-to-Case and Einstein Copilot: Innovating Customer Interaction With Sentiment Analysis
A leading Insurer’s customer support team faced challenges in managing and responding to a high volume of emails. They required expert consultation and implementation services for an integrated platform, so they reached out to Exavalu.
Towards An Enriched Customer Engagement With Agentforce And Data Cloud
A leading personal lines insurance company wanted to significantly improve customer engagement for its First Notice of Loss, Policy Endorsements and Upselling processes with autonomous agents. They approached Exavalu for assistance.
Using Salesforce Financial Services Cloud to Transform The Business Operations and Customer Service Of A Leading Administrator Of Self-Insured Longshore Benefits
Our client, a large, U.S. based administrator of self-insured workers compensation benefits for dock employers, wanted to streamline business operations, provide better customer service to their members, and bring new products to market more quickly and consistently. Manual operational processes and basic, hard-to-integrate, back-end tools made it difficult to achieve their business goals. They wanted to expedite their journey to a modern, consolidated CRM and policy administration platform, and turned to Exavalu because of our deep insurance expertise and experienced Salesforce Financial Services Cloud and MuleSoft resources.
Leveraging AI to Scale Insurance Policy Sales and Service with Agentforce
Global Non-Profit Organization Digitally Transforms Donor Management & Appointment Scheduling With Exavalu
One of the world’s largest humanitarian organizations wanted to improve donor experience with a streamlined appointment scheduling process, improve data management, & leverage automation capabilities for efficient workflows. They required expert consultation & implementation services for a unified platform and reached out to us.
Custom CRM System Development For Largest Non-profit Humanitarian Organization In The US
One of America’s largest not-for-profit humanitarian organizations wanted to improve its business processes to support relief services for disaster and military services into one seamless platform. The needed expert assistance to leverage Salesforce to improve workflows and eliminate business challenges. They connected with Exavalu for guidance on strategy & implementation.