This national insurance company was looking to create a seamless Salesforce experience across all devices. Our Salesforce team facilitated client collaboration workshops to understand the needs and expectations for their Salesforce instance.
From these workshops, our team implemented Salesforce and built a custom UI on top of the platform to meet their needs.
This specific solution sends customized tasks, alerts, and customer profiles to agents in order to help them better engage with their customers and personalize their messaging. It operates consistently across all devices and is easy to navigate, expand, and maintain.