Case Study: The Hartford achieves unified sales visibility with Cloud Sherpas

Multiple Instances of Salesforce.com Streamlined for The Hartford

The Hartford, a large U.S. insurance and wealth management provider, was struggling with three separate Salesforce instances that left its sales teams unable to see activity across accounts or product lines. It brought in Cloud Sherpas for a Salesforce implementation to help align the teams and improve visibility into customer and service issues.

Cloud Sherpas used Salesforce-to-Salesforce functionality and board consolidation to merge the three instances into one shared platform, while also moving the sales organization onto a single Chatter instance for better collaboration. The result was a bridged data gap with minimal disruption to existing processes, giving The Hartford more information, stronger teamwork, and better support for cross-sell and up-sell opportunities.

The Hartford