Case Study: Multinational Insurance improves advisor collaboration and recruiting with Cloud Sherpas and Salesforce Chatter

Multinational Insurance Corporation Leverages salesforce chatter For Independent Advisor Network Relations

The customer, Multinational Insurance, faced significant challenges in efficiently managing communications and collaboration within its extensive network of independent financial advisors. Their home office was a bottleneck for information sharing, and their process for recruiting new advisors was cumbersome and lacked centralized access to vital materials. Cloud Sherpas was engaged as a salesforce.com partner to address these issues, recommending a deployment of Salesforce Chatter to streamline operations.

Cloud Sherpas implemented a customized Salesforce Chatter solution that included feed tracking, a Visualforce interface for different advisor groups, and private collaboration spaces for buying and selling practices. This included integrating workflow approvals for recruiting. The results provided by Cloud Sherpas ensured that advisor practices were kept within the network, enabled efficient information exchange for faster recruiting decisions, and delivered a unique experience tailored to each advisor's brand affiliation.

Multinational Insurance