Client was not able to track exact locations travelled by claims handler and calculate expense reimbursementaccordingly.
Client was not able to manage multiple customers or opportunities in a day.
Client was not able to utilize the resources up to its maximum potential.
Productivity and customer experience were not up to the mark.
How Our Organization Helped
Built Expense Management System to sync customer's data with Salesforce.
Developed an solution to track exact distance travelled by claims handler and exact expense incurred during the travel.
Mileage travelled and expense computed is fed into the Expense Management System.
Created custom objects to store information required for expense reporting.
UtilizedSalesforce validation functionality to ensure that data entered is correct.