Elements
Financial Services
Create a centralized view of credit union members, implement a robust mobile solution, and optimize Salesforce for streamlined operations.
Project Details
Elements has been serving its members since 1930, with its origins tied to the management of Eli Lilly and Company. Over the years, Elements has expanded its reach and now provides services to employees of more than 150 organizations across the United States.
Obstacles
Elements faced several critical challenges in its quest to enhance member services.
Migration to Sales Cloud Lightning
GFGG IT migrated all Salesforce users to the modern, mobile-ready Sales Cloud Lightning, ensuring that the organization had access to an agile and scalable platform.
Mobile-Ready Applications
The project focused on creating mobile-ready applications that would enable the business development team to take applications and member sign-ups from anywhere, facilitating a seamless customer experience.
Community Cloud Implementation
Salesforce Community Cloud was implemented to provide a central platform for members to engage with Elements, fostering collaboration and enhancing customer services.
Solution Approaches
Transamerica partnered with GFGG IT to address these challenges.
The following solution approaches were implemented:
Personalized Journeys
GFGG IT created personalized journeys to connect advisors, licensed agents, and customers, fostering deeper relationships and more effective communication.
Process Enhancement
A best-interest model and improved processes were developed to ensure compliance with industry regulations while driving growth initiatives.
Communication Improvement
Enhanced communication channels were established between licensed agents and security registered representatives to facilitate collaboration and provide better services to clients.
Recruitment Enablement
A mobile-friendly platform was developed, enabling the recruitment of licensed agents at any time and from anywhere.
The implementation of GFGG IT's solutions followed a systematic process:
Assessment and Planning
GFGG IT conducted a comprehensive assessment to understand Transamerica's specific challenges and requirements, leading to a tailored plan for implementation.
Migration and Customization
Salesforce Sales Cloud Lightning was meticulously customized to align with Elements' unique needs. The migration process ensured a smooth transition.
Mobile Application Development
The development of mobile-ready applications was a significant focus, with an emphasis on usability and accessibility.
Community Cloud Integration
Salesforce Community Cloud was integrated to provide a central platform for members, ensuring a seamless customer experience.
Key Benefits
The implementation of GFGG IT’s solutions delivered several key benefits to Elements
Enhanced Member Services
A centralized view of credit union members allowed Elements to provide more efficient and personalized services, leading to improved customer satisfaction.
Mobile Accessibility
Mobile-ready applications empowered the business development team to take applications and member sign-ups from anywhere, facilitating better partner interactions with customers.
Seamless Customer Experience
Salesforce Community Cloud provided a central platform for members to engage with Elements, fostering collaboration and enhancing the overall customer experience.
Future-Readiness
The modernized Salesforce platform provided Elements with a strong foundation for future growth and development.
Final Results
The outcomes of the project demonstrated its success and its positive impact on Elements’ operations.
Executives accessed mobile dashboards for real-time pipeline and deal insights, enabling informed decisions on the move.
Business development teams processed applications and member sign-ups remotely, enhancing efficiency
Elements delivered seamless customer experiences, solidifying customer partnerships.
The organization embraced a future-ready platform for ongoing growth and innovation.
In conclusion, GFGG IT’s strategic implementation of Salesforce solutions played a pivotal role in transforming Elements’ member services and operations. This case study underscores the importance of advanced technology solutions in overcoming complex challenges and enhancing customer experiences in the financial services industry. GFGG IT’s ability to deliver tailored solutions empowered Elements to enhance its operations and remain competitive in a rapidly evolving landscape.
Transformative
Solutions in Action
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Transamerica Corporation
Establish a scalable platform for licensed agents, streamline processes, enhance retail customer experiences, foster collaboration among agents and representatives, and drive recruitment of new associates.
Elements
Create a centralized view of credit union members, implement a robust mobile solution, and optimize Salesforce for streamlined operations.
Lets Start With A
Simple Hello
Since our establishment in 2020, we've been dedicated to serving and providing cutting-edge solutions to our clients.
We take pride in our role in elevating the growth trajectory of more than 25 clients.
Over the years, we've successfully executed and managed more than 30 projects, particularly focusing on Salesforce Cloud and blockchain software solutions.
We've extended our expertise to support over 50 software teams worldwide, offering offshore assistance to our valued clients.
