Salesforce and Box.com Integration for Insurance Company - Solunus

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Salesforce and Box.com Integration for Insurance
Company
Case Studies
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About This Project
The client is a leading provider of disability
insurance across the United States.
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The 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.
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Solunus 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

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Business 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.

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