Sales Process Migration from ClientSpace to Salesforce
Mar
2018
Problem / Purpose
The company needed to transition its Sales process and Pricing workflows from ClientSpace to Salesforce to improve maintainability, reporting capabilities, and integration with broader systems.
Solution
Prioritized by leadership, led the collaboration with Salesforce consultants to design and test new Salesforce objects. Outlined required fields, data types, workflows, and ensured versioning was implemented for quoting history. Added pricing analytics fields to support future rate benchmarking. Personally tested the build before launch.
Key Achievements / Impact
Enabled a seamless transition of the Sales process into Salesforce with zero errors at launch. Built a robust setup still used by the Pricing Team today, supporting both operational use and long-term analytics.
Key Technologies / Tools Used
ClientSpace, Salesforce, Process Design, Pricing Analytics, QA Testing
Role
Manager, Insurance and Profitability
ProService Hawaii