Salesforce Functionality - Virginia Farm Bureau

Salesforce Functionality Case Study: Virginia Farm Bureau

Virginia Farm Bureau had a standalone system that was used for basic tracking of customer communications and requests, as well as tracking of policy sales and renewals, that was being used in payment of commissions. Rainmaker identified that Virginia Farm Bureau needed to leverage key Salesforce functionality to administer commissions programs, among other things.

CHALLENGE

Virginia Farm Bureau is a member organization consisting of over 148,000 dues paying members. The organization supports its members through legislative lobbying, leadership programs, commodity associations, rural health programs, products, insurance, marketing and other services.

  • Manage interactions with members, from the initial application (i.e. online request) through policy renewal

  • Handle inbound form submissions
  • Streamline administration processes to improve customer experience and improve increase efficiency
  • Manage compensation programs

SOLUTION

Leverage core Salesforce functionality (i.e. standard and custom objects) and technology expertise to serve as the foundation for the systems’ data model along with:

  • Systems integration
  • Data migration

  • Custom apex code

  • VisualForce

RESULTS

Rainmaker successfully deployed Salesforce and:

  • Integrated Salesforce functionality with multiple online sources for application requests

  • Handled inbound form submissions automatically including routing them to the appropriate resource for follow-up
  • Built an easy-to-use but sophisticated compensation application enabling Virginia Farm Bureau to administer commissions programs easily and dramatically decreasing the level of effort associated with “getting it right”

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