The Big Picture Revenue Grid is fully integrated with Financial Services Cloud Have accurate and and is uniquely customizable to the specific use cases in the complete data in the CRM. insurance industry. The Challenge: Insurance companies have to enhance customer service, optimize operational efficiency, and streamline agents’ productivity. To achieve these goals, they have to customize activity capture to Salesforce through specific workflow automation. Guarantee complete The Solution: Revenue Grid is fully customizable and allows customer data confidentiality. insurance companies to sync records to the correct accounts, accurately track communications, The Challenge: Insurance companies need to host all data-related apply role-based data quality software on premises or on private servers to ensure they meet filters, and more. their security and privacy requirements. The Solution: Revenue Grid can be deployed on premises or on a private server. There’s also an opportunity to deploy in a multitenant mode or a private tenant configuration to maintain data confidentiality. Map out relationships and connections. Avoid conflicts The Challenge: Limited visibility into account health and usage data results in missed expansion opportunities. in calendars. The Solution: Revenue Grid helps map out The Challenge: The problem of conflicting relationships and connections between people appointments with Lightning Scheduler. involved in accounts. Then it transforms client data into actionable insights so insurance agents can The Solution: Revenue Grid’s Lightning anticipate customer needs and deliver the Scheduler Adapter allows clients to book personalized recommendations they expect. meetings easier by automatically checking real-time availability in both Salesforce and Outlook calendars. The booked meetings will appear both in Salesforce and Outlook calendars.