Salesforce Org Merge and Consolidation for a Global Insurance Leader
A global insurance and asset management leader merged two distinct subsidiaries into a unified CRM. Discover how this Salesforce org merge optimized user profiles, streamlined online signatures with Universign, and harmonized global reporting.
Salesforce Service Cloud and MuleSoft Integration for Claims Management
A leading automotive claims management platform transformed its IT infrastructure with Salesforce Service Cloud and MuleSoft. Discover how this unified CRM accelerates the repair cycle and optimizes overall costs.
Salesforce Service Cloud Implementation for Claims Management
A leading automotive claims management platform optimized operations with a Salesforce Service Cloud implementation. Discover how MuleSoft integration and partner communities accelerated the end-to-end claim-to-indemnification process.
Salesforce Sales Cloud Implementation for Lead Generation
A mutual insurance company enhanced lead generation with a Salesforce Sales Cloud implementation. Discover how this platform improved campaign ROI and automated lead routing for sales teams.
Salesforce Service Cloud Implementation for a Global Insurance Leader in Hong Kong
A leading global insurance group enhanced its back-office and support center efficiency with a targeted Salesforce Service Cloud implementation in Hong Kong. Discover how this unified CRM platform streamlined operations for 6,750 users.
International Salesforce Multi-Cloud Deployment for an Insurance Leader
A global insurance and asset management group successfully executed an international Salesforce multi-cloud deployment across Asia. Discover how this CRM rollout enhanced operations with Sales, Service, and Experience Cloud integrations.
Salesforce Experience Cloud Portal for a Major Insurance Player
A major player in insurance and asset management modernized its 10-year-old extranet with a Salesforce Experience Cloud portal. Discover how this platform optimized document access and dynamic permissions management for 3,200 agents and brokers.
Salesforce Sales Cloud Implementation for Intermediary Management
A global insurance and asset management leader optimized intermediary relationship management and tracked broker performance with a scalable Salesforce Sales Cloud implementation, enhancing data quality and commercial interactions.
Salesforce Financial Services Cloud Integration for a Major Insurance Player
A major player in insurance and asset management transformed into a complete life partner by revamping its omnichannel sales and service platform. Discover how our Salesforce Financial Services Cloud integration reduced technical debt and boosted agility.
Scaling Global Operations: A Premier Center of Excellence for a Leading Insurer
Discover how a global insurance leader partnered with Spoon Consulting to implement a high-performance Center of Excellence, supporting 2,000+ users across international markets.