Elements
Financial Services
Create a centralized view of credit union members, implement a robust mobile solution, and optimize Salesforce for streamlined operations.
Project
Details
Scope of Work . Sales Cloud, Success Cloud, Web Analytics, Experience Cloud
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 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 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.
Final Results
01
Real-Time Executive Insights
Executives accessed mobile dashboards for real-time pipeline and deal insights, enabling informed decisions on the move.
02
Remote Sign-Up Efficiency
Business development teams processed applications and member sign-ups remotely, enhancing efficiency.
03
Seamless Customer Experience
Elements delivered seamless customer experiences, solidifying customer partnerships.
04
Future-Ready Innovation Platform
The organization embraced a future-ready platform for ongoing growth and innovation.
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Studies
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