sales@cloudcreations.com (800) 951-7651  Case Study Automation of Sales Processes for Insurance Broker Founded in 1994, Shepherd & Associates Insurance Services Inc. are insurance brokers who solve insurance problems by providing long-term and cost-effective risk management solutions. Shepherd & Associates specialize in Employee Benefits, Property and Casualty Insurance, Medical Insurance, Dental Insurance, Vision Insurance, Life Insurance, Disability Insurance, Worker Compensation, Broker Services, and Personal Lines Coverage. The main issue for Shepherd & Associates was that they needed an existing spreadsheet with over 1,000 accounts and opportunities imported and/or migrated into Salesforce®. Then once the process of importing their existing clients into Salesforc® was

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