Customer service agents (CSA) can create customer record and then quotes and policies with different insurance products like caravan insurance or golf equipment insurance. Once quote or policy is created a quote pack or policy pack is generated which are the documents for customers reference and sent to customer via either post or email. Customer service agents can also create claims on policies for customers and create claim transaction for payment to different parties. This system is built on force.com platform and has multiple integration points. Rating Engine is integrated with Salesforce to calculate the premium details. Insurance broking account (IBA) integration to store all financial transaction details. Payment gateway integration for making payments using Credit and Debit Cards. Fulfillment gateway integration for Sending out the quote/policy docs to customer via emails and posts (Printers).

I was the Integration specialist in the team, major role was on salesforce development, integration with other systems and batch jobs.

The purpose of this project is to develop a platform for Lead to Order management and automation of Comcast’s direct sales process, in which direct sales representatives (DSR) go door to door and knock on the doors to sell Comcast’s products and services to individuals. Comcast had difficulty in managing large number of addresses in US and assigning them to DSR so that they can knock addresses assigned to them and get commission, for this we designed custom solution on force.com to fulfill their requirements. And it included reporting, so that managers can have view what’s going on in the fields how many addresses are being knocked daily, how DSRs are performing.

The purpose of this project was to develop a platform for Lead management and Marketing automation. C2 has large number of Leads coming from multiple sources and wanted to organize the process of Lead management, so that they can be qualified and close more deals.

Symantec wanted to deliver the Salesforce for Support Program objectives by designing, building and implementing improved support and self-service capabilities through Salesforce.com’s Service Cloud application, bringing the entire business unit to one platform. The Commerce Lifecycle Get Help Program was broken down into a series of releases for .cloud, CBO and ESS business units, solved cases more effectively by implementing ‘Get Help’ foundational processes and tools. Tools include Salesforce.com for Case Management in a SAAS environment (including Case Self-Service), Click-to-Chat, and Internal Knowledge Management, reporting and analytics and Data Management (including Account/Contact Self-Service, Cases and Entitlements) for the Business Organizations/Users