Helping Overcome Data Synchronization Issues with Salesforce (Case Study)
A major challenge faced by many companies in the financial services sector (or any sector, for that matter) is integrating data in multiple systems in an effective manner. The inability to integrate disparate data results in poor data visibility, impacting the ability to make sound business decisions. Financial companies can resolve this issue by using data loading tools to export data in one system into others in real-time. Today, we’ll see how Solunus helped a local health insurance services provider to synchronize their data in a healthcare administration solution with Salesforce, using Salesforce Data Loader, thereby enabling the picture of their business operations.
About the Client The client is a leading local provider of health insurance services, based in Fort Worth, TX. They serve more than 14,000 customers in the Dallas-Fort Worth metropolitan area. The company has been serving the elderly with innovative healthcare plans since 2008.
Project Overview The client approached us to develop a robust solution to integrate data in TriZetto, their healthcare administration system, with Salesforce. They also wanted us to come up with a system that would facilitate seamless interactions with their customers.
Challenges Faced by the Client
The client was unable to sync the data in TriZetto with Salesforce
They couldn’t update call details into Salesforce while the call is going on
The company was unable to move all data to Salesforce, resulting in the continued use of MS-Access
They faced problems in using case objects for customer interactions
The company was unable to update details of new plans bought by customers
Solution Provided by Solunus