Enhancing Salesforce Sales Cloud
with a User-Friendly Interface

How Can Marketing Analytics Enhance Your Business Strategy Easily with Salesforce- @4x

About Client

Client is a licensed and certified representative of Medicare Advantage HMO, PPO, and PFFS organizations, providing people with Medicare access enrolment opportunities.

Challenge

  • Client wanted to migrate their existing Salesforce Sales Cloud to a more user-friendly and visually appealing interface.

  • Additionally, they needed to integrate CTI to enhance their call management capabilities.
  • A key pain point was the time spent by users switching between Salesforce and other websites, which reduced overall productivity.

Our Solution

  • To address these challenges, we implemented Salesforce Experience Cloud, transforming the UI into a more intuitive and engaging platform. The new UI was designed with user experience in mind, making it easier for agents to navigate and perform tasks.
  • We also integrated CTI, allowing agents to make and manage calls directly within Salesforce. This integration streamlined the customer service process, enabling agents to respond more quickly and effectively to customer inquiries.
  • To further enhance productivity, we developed a custom browser extension that allows users to access Salesforce data while browsing other websites. This innovation eliminated the need for constant switching between platforms, allowing users to work more efficiently. 
Project Info

Category

Salesforce

Location

Largo, FL

Industry

Insurance

Stack

Salesforce Experience Cloud

The Outcome/Result

  • The implementation of Salesforce Experience Cloud led to a significant improvement in user engagement. The rich, intuitive UI made the platform more accessible and enjoyable to use, which increased overall productivity.
  • The CTI integration empowered Client agents to handle customer calls with greater ease, leading to faster response times and improved customer satisfaction.
  • The browser extension proved to be a game-changer, drastically reducing the time users spent transitioning between Salesforce and other websites. This not only increased efficiency but also allowed users to focus more on their core tasks, leading to a noticeable boost in overall productivity.

What customers say about Prudent

Prudent consulting has been excellent to work with in helping in the continued building and development of our Salesforce Applications

John Doe - Director of IT & Communications
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