How We Improved Business Efficiency By 25% With Salesforce & Predictive Analytics Platform Integration

Our client is a life settlement providing company that helps senior citizens to sell their insurance policy for better cash value. Most of the senior citizens in the U.S. end up surrendering their policies back to the insurance company without availing any of its benefits. Our client has a huge responsibility in helping senior citizens live their retirement life without any financial hiccups.

25%

faster business operations

42 hours

saved per week on rudimentary tasks.

99%

precision in survival analysis reports

Customized Salesforce implementation to accelerate business ops.

Industry

Insurance

Service

Salesforce implementation

Tech Stack

Sales cloud, Predictive analytics platform, Custom API.

Business Requirement: Integrating Salesforce with the predictive analytics platform

  • The client’s business was in global expansion and hence they were in need of streamlining the sales activities.
  • They wanted to prioritize and focus on senior citizens with low survival possibilities. For this purpose, they require a survival analysis report for each customer from a predictive analytics platform.
  • They didn’t have the in-house technical expertise to integrate Salesforce & predictive data analytics tools. Hence, they were looking for a Salesforce solution provider to implement this solution.

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