Streamlining lead management, partner collaboration, and quotation workflows through a centralized Salesforce multi-cloud solution.
Our client is one of the nation's top commercial insurance companies that want to “make insurance easier for small business owners by building a connected digital ecosystem.”
Faced with the rising need for quicker and more accurate insurance quoting, the client required a scalable and centralized infrastructure to seamlessly manage the influx of leads, automate the insurance quoting process, and enhance internal team collaboration and customer engagement with external partners.
But the current system was very manual, fragmented and lacked partner visibility. Manual lead entry was creating delays, the process of creating quotes wasn't consistent and there was also no unified platform for the partners to track leads, activities and performance.
The client got in touch with the requirement to modernize their insurance capabilities so as to finally give rise to a more connected world for agents, their partners and internal teams. As part of our design and implementation efforts, we have created a centralized Salesforce multi-cloud architecture that incorporates Sales Cloud, Experience Cloud, Financial Services Cloud and Salesforce Einstein.
Automated website lead capture via Experience Cloud forms, which resulted in fewer manual data entry errors and better lead accuracy. A partner portal was created with leads, dashboards, activities and performance insights for your dedicated partner, and enhancing transparency and collaboration. We enabled the automatic creation of free quotation, making use of Opportunity and Product information and also created enclosing role level based pricing and discount checkboxes for consistency and manual alteration decrease.
Integrated Experience Cloud joins directly with Salesforce to take care of lead catching and eradicate manual processes that act as operational roadblocks.
Developed a bespoke Experience Cloud portal solution that provided real-time partner lead tracking, activities and performance metrics.
Implemented Salesforce Einstein predictive scoring to enable a better approach to prioritising high-value opportunities.
Role-based assembly quotation generation to improve consistency for increase of manual mistakes.
Created interactive Dashboards and Reporting tools to share with partners and executives optimizing visibility and decision-making.
Designed a scalable Salesforce ecosystem that provided secure access controls while remaining operationally transparent and ensuring data confidentiality.
What Makes Us The Buzz of Tech Town?
They acted as a true consulting partner, deeply invested in our vision and committed to helping us bring it to life.
VT Netzwelt has successfully delivered a custom CRM that aligns with the client's vision. The team demonstrates exceptional project management and documentation practices, delivering items on time. Their responsiveness, attention to detail, and thoughtful feature proposals are impressive.
Anonymous
Director, Construction Software Company
They delivered a more robust product than we expected within the time and budget we had laid out.
The team exceeded expectations by enhancing the solution beyond the requested features. Their regular communication style kept stakeholders informed throughout the project. VT Netzwelt remained within time and cost estimates while maintaining well-organized task management methods.
Anonymous
Co-Founder, Financial Technology Company
VT Netzwelt's proactive approach, attention to detail, and dedication towards the work and deliverables stood out.
VT Netzwelt has delivered consistent and measurable progress. The team has been efficient, kept the client informed, and been flexible with the client's inquiries. Furthermore, the team's proactive approach, attention to detail, and dedication have stood out, resulting in a positive partnership.
Stephanie Emmons
CEO, Spectrum Software Solutions
They genuinely valued our input and made sure we were informed and engaged throughout the entire process.
The automated processes enabled the client to save time on manual tasks, reduce errors, increase their productivity, and enhance their customers' satisfaction. VT Netzwelt managed everything effectively. Their resources were highly organized and always kept the client updated about their progress.
Anonymous
Executive, Great Dwellings
Their client commitment is impressive.
VT Netzwelt has successfully delivered campaigns and met the client's objectives. The team is responsive, and internal stakeholders are impressed with their commitment and understanding of the risks of outsourcing critical tasks. They communicate regularly via Microsoft Teams and management tools.
Larry Berk
President, Living Well Stores, Inc.
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