Enabled sales productivity for a nonprofit health insurance provider to make informed decisions driven by data


About the Client

Client is a nonprofit that offers healthcare coverage for the employer, individual, Medicaid and Medicare markets across the heartland of America.  



  • Created new lightning buttons to facilitate data updating CRM 
  • Implemented lightning component to manage enormous amount of data
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  • Eliminated data errors to provide pristine data to Sales.
  • Sales could now quickly sift through huge volume of data to find what they need.
  • Improved UI and UX improved adoption and productivity.

Salesforce: Sales Cloud

Technologies: Apex