London, N1 7GU,
United Kingdom
Felix Consultants
Felix Consultants, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Felix Consultants 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 |
|---|---|---|---|---|
| Felix Consultants | Salesforce | Salesforce Sales Cloud | Sales Automation,CRM,Sales Engagement | CRM |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
|---|---|---|---|---|---|---|---|---|---|---|
|
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Assurant UK | Insurance | 80 | $117M | United Kingdom | Salesforce | Salesforce Sales Cloud | Sales Automation,CRM,Sales Engagement | 2017 |
In 2017, Assurant UK implemented Salesforce Sales Cloud. The deployment targeted core Sales Automation,CRM,Sales Engagement capabilities to centralize sales workflows and customer data across the UK and European operations.
Salesforce Sales Cloud was configured to support standard sales automation workflows including lead management, account and contact management, opportunity management, activity tracking, pipeline visibility and sales reporting. Configuration work also accommodated quoting and handoff patterns typical of insurer sales operations, while Service Cloud was maintained in parallel to support case escalation and customer service interactions between sales and service teams.
The solution was provisioned as a cloud-hosted Salesforce environment and operated across sales, service and operations functions for Europe, with configuration and development work coordinated from Mitcheldean, Gloucestershire. Integration scope focused on aligning Sales Cloud and Service Cloud processes and supporting internal IT and business user workflows rather than external third party systems.
Felix Consultants acted as the system integrator, and governance centered on a combination of Agile and Waterfall delivery practices. Internal roles included a Salesforce Configuration Analyst and Salesforce Business Analyst who gathered requirements, authored user stories for developers, led testing and assisted business users, positioning the BA as the primary liaison between business stakeholders and the development team.
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