Title: Salesforce and Box.com Integration for Insurance Company - Solunus
1Salesforce and Box.com Integration for Insurance
Company
Case Studies
2About This Project
The client is a leading provider of disability
insurance across the United States.
3The Challenge
Our client used Salesforce CRM to help
maintaining relationship with very large number
of customers across the US. Multiple files were
required to store each of their customers
information. When all the data stored in a single
CRM system, the excessive data accumulation led
to data obesitya situation where searching and
accessing data became tedious and slow. The
client needed Solunus to suggest the best
long-term solution to the problem.
4Solunus Solution
- In order to speed up the applications
performance, Solunus suggested the client to free
up an internal space by using an external
storage. Looking into the specific requirements
of the client, Solunus recommended Box.com as a
storage for files, attachments and other related
documents. The key information was maintained in
Salesforce.com while the files and documents were
stored in folders accessible through Box.com
links in the Salesforce system. The entire
project was completed within four weeks, during
which we ensured the following - Flawless integration of Salesforce CRM with
Box.com - Migration of data from Salesforce.com to
Box.com - Creating links for Box.com folder paths
5Business Impact
- With this integration effort, the client was able
to observe the following improvements - A marked improvement in Salesforce speed and
system performance. - The client found it easier to maintain the
data and to filter the necessary - information when needed.
- Salesforce users were able to better manage
their content within the system i.e - they were able to view content in the
context of specific Salesforce records, - update documents directly from
Salesforce using Box Edit, utilize other Box - collaboration features like commenting
and task management and were able to - keep sales in sync by tracking which
content has been shared with which - prospects.
6THANK YOU
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www.solunus.com