Broker Support Services White Paper

ignoredmoodusSoftware and s/w Development

Feb 21, 2014 (3 years and 5 months ago)

153 views

Broker Support Services

White Paper




COMPANY INFORMATION

o

Edition


Group Edition

o

Number of users


1 user

o

Industry


Insurance




PAIN POINTS

1.

Lack of email notification for lead imports

2.

Not user
-
friendly

3.

Manual creation of invoices & receipts

4.

No integration
with Jigsaw or Data.com

5.

No alert mechanism for large revenue deals

6.

No integration of task/appointments in Outlook with Salesforce

7.

Manual email sends to all clients

8.

No segregation of data and al data visible at all times




SOLUTIONS

1.

Creation of email notific
ation for new lead imports

2.

Change page layout and home page

3.

Creation of HTML and Word templates for invoices & receipts

4.

Integration with Jigsaw and Data.com

5.

Activation of Big Deal Alert

6.

Implementation of Salesforce for Outlook

7.

Creation of workflow rule to
automate Outbound Messaging

8.

Create segregation of levels/tiers of clients in list views for Leads & Opportunities