Southlake, 76092, TX,
United States
Access Global Group
Access Global Group, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Access Global Group collaboration with software players such as Salesforce empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
|---|---|---|---|---|
| Access Global Group | Salesforce | Salesforce Service Cloud | Customer Support | CRM |
| Access Global Group | Salesforce | Salesforce Sales Cloud | Sales Automation,CRM,Sales Engagement | CRM |
| Access Global Group | Salesforce | Salesforce Experience Cloud | Customer Engagement,Customer Experience | CRM |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
|---|---|---|---|---|---|---|---|---|---|---|
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MetLife | Insurance | 45000 | $66.9B | United States | Salesforce | Salesforce Service Cloud | Customer Support | 2021 |
In 2021, MetLife implemented Salesforce Service Cloud to centralize Customer Support workflows across its global Salesforce estate. The deployment was part of a broader program spanning 11 Salesforce applications with a primary focus on Salesforce Service Cloud and Salesforce Sales Cloud, aligning customer service and sales intake processes under a unified support category.
The Salesforce Service Cloud implementation included standard Customer Support capabilities such as case management, queueing, and omni-channel routing, augmented by Gen AI enablement. MetLife integrated the Netomi AI Engine into Salesforce Service Cloud to support AI-driven use cases, and enhanced Sales Cloud interfaces to ingest marketing and campaign feeds for richer contextual records during support interactions.
Access Global Group served as the systems integrator for the program, delivering the integration architecture and technical design. The architecture emphasized an integration layer tying Netomi AI Engine into Service Cloud and synchronizing campaign and marketing feed data into Sales Cloud, with development delivered by a 15 member Salesforce team working onsite and offshore across global regions.
Governance was structured around technical design reviews, feature grooming sessions, and an organizational roadmap for Salesforce growth, with active evaluation and alignment to a CRM Maturity Model. MetLife established ongoing design stewardship through Salesforce architects who provided solution guidance, reviewed stories, and shaped process changes to sustain the Salesforce Service Cloud Customer Support implementation.
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MetLife | Insurance | 45000 | $66.9B | United States | Salesforce | Salesforce Sales Cloud | Sales Automation,CRM,Sales Engagement | 2021 |
In 2021, MetLife implemented Salesforce Sales Cloud. The Salesforce Sales Cloud deployment is part of a broader Sales Automation,CRM,Sales Engagement estate that also includes Service Cloud and a portfolio of 11 Salesforce applications deployed across global teams. Delivery and technical oversight involved Access Global Group collaborating with MetLife’s internal Salesforce architect resources.
The implementation of Salesforce Sales Cloud targeted core sales automation capabilities, including lead and opportunity management, account and contact data model alignment, and sales engagement workflows aligned to Sales Automation,CRM,Sales Engagement requirements. Workstreams emphasized interface enhancements to ingest marketing and campaign feeds directly into lead and opportunity lifecycles, and configuration focused on automation rules and routing to support regional sales queues and campaign attribution. The design approach balanced declarative configuration with targeted custom objects and workflow automation to support campaign-driven lead flows.
Integration design included API based feeds from marketing systems into Salesforce Sales Cloud and coordinated integration with Salesforce Service Cloud where Gen AI use cases were enabled through the Netomi AI Engine in Service Cloud. Architectural patterns called for near real time event feeds for campaign attribution and synchronous enrichment endpoints for inbound leads, with technical design artifacts documenting data mapping and error handling. These integration requirements were explicitly reviewed during technical design sessions.
Governance and delivery details were operationalized through recurring feature grooming sessions and formal technical design reviews, with a 15 member Salesforce delivery team operating onsite and offshore executing stories. MetLife’s Salesforce Architect led roadmap planning and CRM Maturity Model evaluation to align implementation priorities across sales and service functions. Access Global Group supported implementation delivery and cross team coordination across MetLife’s global footprint.
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MetLife | Insurance | 45000 | $66.9B | United States | Salesforce | Salesforce Experience Cloud | Customer Engagement,Customer Experience | 2021 |
In 2021, MetLife implemented Salesforce Experience Cloud with Access Global Group to address scale and operational fragmentation following growth from a major Life and Annuities acquisition. The project targeted Sales, Service and shared services functions, and prioritized agent-facing agency systems to reduce dependence on manual agent workflows and multiple disparate platforms. The implementation mapped to the Customer Engagement,Customer Experience category and focused on reliable data capture, real-time reporting, and process standardization across insurance sales and policy servicing.
Access Global Group configured Sales Cloud, Service Cloud and Custom Cloud capabilities alongside Salesforce Experience Cloud for agent and agency portals. The deployment included a contact center and computer telephony integration solution enabling call monitoring and recording, with custom scripting tied to caller attributes to reduce average handle time and improve efficiency. Automated communications were built for Active and Termed life insurance cases to guide customers and relatives through policy processes.
Integrations were executed at scale, linking Salesforce Experience Cloud to over 50 internal and external systems using Informatica and custom web services, providing bidirectional data flows and real-time updates. Process automations were instrumented to ensure accurate and up-to-date data entry into Salesforce and to feed management reporting and dashboards. The architecture combined CRM clouds with CTI and middleware to centralize customer engagement and operational telemetry.
Governance and workflow restructuring emphasized automation-first intake and case routing for sales and new policy processing, centralized reporting for management, and standardized agent scripts within the contact center. Operational coverage spanned sales teams, service desks, shared services, agency networks and the contact center, with rollout activities focused on instrumenting end-to-end flows rather than point solutions.
Outcomes reported by MetLife and Access Global Group include customers feeling more informed through automated communications, 30% growth in sales attributed to automations and streamlined processes, a 10% reduction in agent attrition, 30% reduction in man hours for new policy processing, and an 80% reduction in manual work for reporting. Management gained access to real-time dashboards and reporting as part of the Salesforce Experience Cloud deployment.
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