Hexaview worked with the Business transformation partner of a renowned Insurer
Fintech
Binding seamless Technology with Finance
case studies
GeneralPublished on: Fri Feb 10 2023
About Our Client
The client is a leading travel and tourism company based in Israel. They offer all kinds of tailor-made trips in Israel with their best travel agent and tour packages. They help their clients in exploring Israel to get life’s best travel experience.
Business Challenges/ Pain Points
Hexaview’s Solution
To meet the client’s requirement, Hexaview partnered with the client to provide the following solutions:
· Migrated their data from the existing legacy CRM system to Salesforce Sales Cloud.
· Successfully implemented the business workflow in the Salesforce ecosystem in a customized manner as per the client’s requirements.
· Helped the client in hassle-free data migration.
· Trained the users on proper utilization of the Salesforce CRM.
Impact on Business
· The client was able to manage their data without any inconvenience and utilize Salesforce CRM at its full potential.
· The client can schedule and automate a lot of tasks, this saves time and increases their team’s productivity.
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