Case studies

Profideo

+ 350 employees/users

Industries

Services

JOB NEED

Profideo needed native integration between its application and Salesforce sales and service processes in order to improve its positioning in the insurance market.

PROJECT OBJECTIVE

Creating a connector on the Salesforce Exchange App
Expanding your offering
Optimize the integration workload for its clients

MISSIONS COMPLETED

Implementation of an App Exchange connector to leverage Profideo sales support services within the Salesforce user experience.
Include Profideo processes and data in the Salesforce sales cycle.

DEPLOYED SOLUTIONS

CHALLENGES

Passing the Security Review

Webinar replay: Streamlining the insurers' journey with Profideo

Cloudity partnered with the Profideo WebApp to revolutionize the sales tools of insurers seeking to put the customer back at the heart of their business approach. Through the implementation of an AppExchange connector, Cloudity enabled Profideo to leverage sales enablement services within the Salesforce user experience.

Join a webinar to discover this project and solution adopted by over 50,000 advisors, with the following program:

Presentation by Guillaume Hédon, founder of the PROFIDEO solution: his desire to build a Salesforce component to integrate into user journeys with Cloudity; he will explain everything.
Presentation of the support provided by Cloudity on this project and our recognized expertise in the insurance sector by Nicolas Vuillamy, one of our CTOs
Use case and live demo of the Salesforce component by Profideo

REVIEW & RESULTS

Drag & Drop component integrated into Lightning on objects: account, opportunity, lead, contact, or curstom displaying:
- Customized subscription offers
- A comparison for customers who already have equipment
Disconnect to the quote entry process in Profideo
Automated synchronization of Profideo data into Salesforce