CASE PAPER
CRM Customization Success Story
Client Partner: Apex Insurance Group (Broker Network) | Timeline: 16 Weeks
Business Challenge
Brokers spent 40% of their workdays manually copying client data from emails to Salesforce records.
Solution Architecture
We customized Apex Salesforce dashboards, wrote Apex Triggers, and integrated automated email scrapers.
Tech Configuration
Salesforce ApexSalesforce LWCNode.js MiddlewareAuth0 Security
Aligned Services
- CRM Customization
- AI Integration Services
Project Deliverables & KPIs
Through close systems collaboration and automated regression test checks, we hit the client's targets within the timeline.
- Data entry times minimized by 90%
- Sales cycles shortened by 4 days
- Increased broker efficiency by 30%
Global Business Impact
"Empowered 1,200 brokers to spend more time signing clients, increasing monthly premiums by 22%."
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