Partner Centric Sales Driven with Centralized CRM
The client is a Fortune 100 company that provides life insurance for individuals and families at every income level and stage of life. They are an assets management firm, managing their assets and portfolios in different divisions.
The client had multiple sales channels such as Third Party Distribution and Agency Sales & Services to reach potential customers. There was a need for a single platform to manage sales goals and daily targets. The technical architecture to integrate multiple source systems was complex due to custom ETL jobs servicing more than 900 end users across multiple business groups in the enterprise.
SFDC, Informatica, SOAP/REST interfaces
Created a transition plan for high performing individuals to enable development & support
Established scalable team structure and documented all the required knowledge assets across all sales processes
Onboarded the new team and transitioned the Support and Enhancement activities in a phased manner
Established the governance model; evangelized the engagement model with business and established SLA’s and prioritization process
Deployed a global team to provide 18x6 support
Predictable delivery and continuous engagement improved the overall platform adoption
Reduction of technical and capability debt resulted in onboarding of multiple lines of business
Leveraged out of the box feature and reduced customization with technical governance in place