The Client

This client provides technical insurance, risk management and underwriting services to assist insurance agents and their clients find appropriate, high-quality environmental and construction related professional liability insurance coverages.

Challenge

The client did not have a tool to manage their business development process. Vital client & prospect information was collected in a variety of ways including Outlook, Word and email correspondence.

Solution

The client selected Salesforce for it's ease of implementation and use. Being a relatively new company, they also needed an application that was affordable and provided the needed functionality.

Results

Salesforce has allowed our client to capture all of the elements of their business development process in one tool. It has increased their efficiency and thus increased their overall sales and profitability.

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The Client

This client is a growing investment firm in Florida.

Challenge

The client is growing and their implementation was getting harder to maintain because of acquisitions and mergers. Security and Sharing profiles were changed frequently without consideration of impact.

Solution

Harvest Solutions performed a redeployment of their Salesforce implementation by normalizing the setup and security/sharing model. We developed custom Apex and S-Controls and implemented email tracking.

Results

The client is now able to make quicker changes to the Salesforce application to address their changing business needs.

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The Client

This client is an Insurance company located in Bermuda.

Challenge

Thee client depends, as insurance companies must, on the brokers and agents that they deal with. Their biggest problem was the lack of visibility on the contacts they do business with and the lack of analytical information on the efficiency of the relationship. They also lacked the visibility to promote multiple lines of business among their agents/brokers. Lastly, the client uses an internal tool to generate policies that needed to be integrated with their CRM solution.

Solution

Harvest Solutions implemented Salesforce.com Enterprise Edition. We integrated Salesforce and the client's internal product via Scribe. Salesforce was implemented in all 5 product lines around the globe. We also migrated data from their business warehouse in order to flag the sales team when policies were to expire in order to proactively engage the agents.

Results

The client now has a system that improves visibility to their business. They are also able to better market and generate leads for their multiple product lines and locations.

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The Client

This client is an investment firm located in South Florida.

Challenge

The client was unable to cross sell their products among 5 different locations and product lines because they used Outlook as their central contact database. The sales team from one office was unaware what other offices were doing, many times presenting two faces to the same customer. The client also had specific security and compliance requirements.

Solution

Harvest Solutions implemented Salesforce.com Professional Edition and customized the MS Outlook plugin for one-way integration.

Results

The client now has a centralized application for all account and contacts. There is better visibility to cross sell and to better market across multiple products and offices.

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The Client

This client is a provider of a full range of asset management services. Services include inventory appraisals, lease evaluations, and debt and equity financing. They also provide business to business retail marketplace services through its web site. Their products and services are sold to multiple industries.

Challenge

The client has been trying to rollout Salesforce.com to their users for a year and a half. Their initial implementing firm was inexperienced.

Solution

Harvest Solutions has been assisting the client in building a project plan, reviewing requirements, and documented those requirements. We made required customizations, migrated and de-duped the data. We have taken on the role of "trusted advisor".

Results

The customer has gone live and is successfully using the system. The new rollout has been simplified and now has usable and meaningful data.

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The Client

This client is a financial services customer dealing with research and consulting.

Challenge

This client was using ACT! V6.0. They had multiple databases, low user adoption, and reporting issues.

Solution

Harvest Solutions conducted a business process review to identify their unique requirements and determine how to eliminate overlap. We created a specification document and implemented Salesforce.com Enterprise Edition.

Results

The firm has a highly customized CRM system that has increased staff productivity significantly.

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The Client

This client is a private equity investment firm.

Challenge

This client was already subscribing to the Professional Edition of Salesforce.com. The end-users were using only a fraction of the functionality of the system. In addition, user adoption was very low and management was unable to obtain the reports they needed to make informed management decisions.

Solution

Harvest Solutions original engagement was a site-survey. We provided the management team with a recommendation document. We were engaged to implement our recommendations that included re-engineering the fields and layouts, creating new reports and provided feature and administration training.

Results

User adoption is high. Internal and external communications has been improved. Management can access meaningful reports on a real time basis.

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The Client

This client is a financial services company specializing in compliance services.

Challenge

This client was using Salesforce Professional Edition but it was poorly implemented. Account information was spread out over many ustom objects making account visibility inefficient.

Solution

Harvest Solutions performed a site survey and provided management with a recommendation document. The client upgraded to Enterprise Edition and engaged Harvest Solutions to implement the recommendations. We re-engineered the Account architecture with use of record types. Workflow and approval rules were implemented and we also deployed a Salesforce native quoting system. Training was also conducted.

Results

The client's staff has a much more productive and easier system to use. The added workflow and reports have provided the organization with a vital functionality for their business.

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The Client

This client is a trader of emissions credits.

Challenge

This client had ACT! and it was hindering their ability to expand business. They needed a central location not only for contacts but for all opportunities that are identified by their channel partners.

Solution

Harvest Solutions implemented Salesforce.com Enterprise Edition. We customized the SFA application, migrated ACT! Data, delivered training and created management dashboards and reports.

Results

The client now has better visibility of their contacts and the opportunities they have across the globe.

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The Client

The client is a national lender in the classic and exotic automobile industry. This is a very niche market that requires an in depth understanding of the history of the vehicles for which loans a being sought.

Challenge

The client was running GoldMine and had built a lot of systems around it to support the various business needs of loan decisioning. Some of these processes were automated and some were still manual. The systems required upgrading and automated integration of business critical functionality; automated loan processing from internal and external data sources, credit reporting, equipment inspection requests, complex loan calculations and automated contract generation.

Solution

The client purchased 25 seats of Microsoft Dynamics CRM 3.0 for Small Business Server. They came to Harvest Solutions for the installation of Microsoft CRM, Scribe Insight, OmniRush Server from Z-Firm, Word Mail Merge from C360 and custom integrations of external services specific to loan application and processing.

Results

The customer was able to centrally fully automate the loan decisioning process in an integrated system allowing for loans to be processed in a few minutes rather than the hours or days that it took in the previous system.

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The Client

The client provides debt and equity funding to middle market companies in the US and internationally.

Challenge

The client did not have a central location for all of their customer centric data. Duplicate data entry was the norm. Other data was subject to inadvertent corruption by well meaning end users. A small administrative staff was tasked with updating information for hundreds of customer records, soliciting information from account executives and managing directors in order to manually update disparate data storage locations.

Solution

The client purchased Microsoft Dynamics CRM 3.0 as the foundation for the solution. They came to Harvest Solutions interested in getting an alternative opinion of their problem and potential solution. The client decided on Harvest Solutions after the first meeting based on Harvest's clear understanding of Microsoft Dynamics CRM and because of the easy rapport with the Harvest Solutions team. Our consultants worked closely with the client to develop a solution that dovetailed with their current business processes and allowed for reporting using their preferred reporting tool, Microsoft Office Excel.

Results

The burden of data entry was eased, the accuracy of the data was improved, business critical data was readily accessible by all relevant parties, reporting was stream lined. A once time-strapped administrative staff was now freed up to address less mundane tasks.

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