Sales Cloud, Healthcare, Non-profit, Salesforce

LevelShift Enables Sales Productivity for a Nonprofit Health Insurance Provider to Make Informed Decisions Driven by Data

LevelShift Enables Sales Productivity for a Nonprofit Health Insurance Provider to Make Informed Decisions Driven by Data

About the client

The client is a Nonprofit that offers Healthcare coverage for the employer, individual, Medicaid, and Medicare markets across the heartland of America.

Solution

  • Created new lightning buttons to facilitate data updating in CRM.
  • Implemented lightning component to manage enormous amounts of data.

Benefits

  • Eliminated data errors to provide pristine data to Sales.
  • Sales could now quickly sift through huge volumes of data to find what they need.
  • Improved UI and UX and improved adoption and productivity.

Technology

Salesforce: Sales Cloud

Technologies: Apex

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