Formativ Group

Contact Us →

Improved Sales Efficiency & Increased Sales Visibility

NFP is a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. They enable client success through specialized expertise, innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. With a growing number of employees located around the world, they are experts, leaders, and advocates, all coming together to work towards one goal: helping their clients solve problems. NFP ranks in the top five largest benefits brokers by global revenue, best place to work in insurance, and is in the top ten of the largest US-based privately owned brokers (Business Insurance).

Industry

Benefits, Wealth & Annuities

Staff

6,000+ Employees

HQ Office

New York, New York

success story

Services Performed For NFP

  • Salesforce Implementation
  • Salesforce Integration
  • Avaya CTI Implementation
  • Access Docs Implementation
  • Oracle Integration
  • Informatica Cloud Integration
  • Managed Services
  • Chatter Implementation

Product Services Included

  • Financial Services Cloud
  • Avaya CTI
  • Chatter
  • Oracle
  • Informatica
  • Salesforce Platform

challenges

Salesforce Challenges

NFP experienced the following Salesforce challenges.

  • Sales team did not have a lead management system or a lead opportunity system.
  • Existing sales systems did not integrate with customer master data systems.
  • They did not have the necessary Computer Telephony Integration (CTI).
  • No file repository existed.
  • Teams were scrambling to utilize multiple platforms and often faced unreliable and inconsistent data.
  • Development projects struggled to stay on schedule and overall organization and company functionality faltered as well.

solutions

Salesforce Solutions

FormativGroup provided the following Salesforce Solutions to NFP.

  • Deployed Salesforce and Avaya CTI across all the sales and advisor teams in North America.
  • Implemented new sales process flows, “how to accomplish” recommendations and "tools needed" for comprehensive sales cycle support and real-time knowledge sharing.
  • Integrated and streamlined order history via Oracle using Informatica Cloud.
  • Developed a custom Salesforce Platform app, enabling field reps to log activities via iPads and mobile.
  • Implemented Chatter to enable real-time collaboration and knowledge-sharing across teams.
  • Implemented document generation and storage solutions.
  • Implemented electronic signature solutions.
  • Ongoing managed services supported customer support users after each phase of implementation.

results

Salesforce Results

NFP experienced the following Salesforce results with FormativGroup’s Consulting Services.

  • Maximized investments in existing back-office systems with integration into Salesforce.
  • Increased sales productivity and dramatically improved sales effectiveness across teams, saving each rep 2 hours per day.
  • Significantly improved data accuracy via real-time mobile updates enhancing revenue forecasting and sales intelligence.
  • Greater visibility into key business metrics and performance trends across sites, enabling more targeted, data-driven improvement strategies.
  • More motivated, results-driven sales team.

Ready to Write Your Success Story?

Awarded, Trusted & Proven to Deliver Salesforce Results

FormativGroup has been designing and delivering customized Salesforce solutions for organizations across every industry and size. Our proven track record of success and unwavering client satisfaction make us a trusted partner for your Salesforce transformation journey. When it comes to maximizing your Salesforce investment, FormativGroup is the team that helps you move forward with confidence.

Connect with our experts →