Introduction

Our client is a multi-disciplinary, brokerage firm that offers best-in-class expertise or advisory in the areas of insurance, Group benefits consulting, and wealth advisory services based in Canada. The group believes in building innovative products by identifying the trends in the market, meeting the requirements of your business. The services offered by the group are – insurance, group benefits, pensions and risk management. 

They consider Life Insurance as a powerful risk management tool that acts as a part of a financial plan or estate plan for their client’s business. They also offer comprehensive group benefits planning and consulting with effective benefits planning, with the identification of goals and objectives of the client organization. The group also offers retirement plans for employees/companies. They offer risk management services for identification, evaluation and prioritization of risks for your business and employees. 

Problems & Challenges

Problem

  • Our client wanted integration of existing legacy systems with Salesforce CRM in such a way that they could update both systems simultaneously (Single entry). 
  • Our client wanted to send calculated and manipulated reports to their clients.
  • Our client wanted to customise the Standard UIs in Salesforce CRM.

Challenges

  • We faced some of the major challenges related to the requirements gathering.
  • We faced timing issues because the client resides in a different time zone.
  • We have faced concerns related to the misunderstanding in communication.

Solution

We offered the following as part of Salesforce implementation services:

Standard Functionality

  • Setup Layouts: To show the information for each entry. 
  • Fields: To store each entered data in the SF. 
  • Objects: To store the bulk data of the entries.
  • Validation Rule: To prevent the junk/garbage Data in the Salesforce. 

Automation Functionality

  • Triggers: To update the fields according to the corresponding Data.
  • Custom Button: To download the files in the operating system

Custom Functionality

  • Custom Component: Created Custom component according to the User interface requirement. 
  • Apex class: To apply the business logics and Rules.
  • Batch: To fetch the data from the Legacy System.

Reports & Dashboard

  • Reports: To track Data and User performance.
  • Dashboard: To represent the graphical presentation in the meeting to the senior management or client.

Other Requirements   

  • The client also wanted integration with SQL, programming and design backend for managing data held in a relational database management system for achieving a higher growth for their business. 
  • We offered the SQL two-way integration to make data available in both the System (Salesforce CRM and SQL)- from SQL to Salesforce and Salesforce to SQL, syncing Objects to Objects and Fields to Fields, automated syncing processing and users activities of single/multiple Accounts, and their Clients information: Policies, Group benefits and Life Insurance.
  • A centralized dashboard for several Activities and Tracking on Data.
  • Process bulk data from SQL Platform to Salesforce CRM and Salesforce CRM to SQL Platform.
  • Manage effectively – Accounts, Policies, and Life Insurances.

Requirements for Another Use Cases

The client wanted a functionality where they can download Word documents from Salesforce with all the Group Policy(Object) records and related object record’s data placed in the single word file in a table format with the calculations and Graphical representation.

Solution:

We have achieved this request by developing a custom button on the Group benefit object so that the client can download the word file in the Operating system.

Approach: 

  • We have developed Visualforce Pages for the Front Page of the Word file document.
  • We have developed the Pie charts, Bar graphs, Line chart and Donut Chart for graphical representation of the table data. 
  • We have done header with LOGO and footer with Pagination customization – through the coding in the Word file document.
  • We have done dynamic photo syncing in the Word file through Visualforce Page.

 

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What our Clients Say About Us?

For more than one year of close co-operation, we experience the team of AnavCloud Softwares as highly skilled and reliable. We appreciate the team’s friendly and professional...

Axel Boesche

CRM 360

AnavCloud Softwares made this project smooth. They are great in communication; they have showed their professionalism during the collaboration. Will highly recommend...

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CEO

Excellent work by AnavClouds Software and the team. This is my second project with them and I am very satisfied with the results. AnavCloud Softwares will always be my go to...

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I provided average requirements but developer was able to establish what I needed and successfully build and deploy. Prompt communication and quality work. I can strongly...

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With the help of their application development and integration services, the overall productivity in our company has increased considerably. Thank you for your great service and...

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