neosllc.com | 860-519-5601 ©2019 NEOS CLIENT CASE STUDY Multinational Insurance Company Uses Hybrid Agile Salesforce ® Delivery Team To Deliver Releases Rapidly Company: Leading multinational insurance company Industry: Insurance Line of Business: Retirement Location: Global Challenge: The project needed to move into production and the necessary in-house skills were lacking Services: NEOS Services for Salesforce Agile T ransformation Results: Enabled the client’s Retirement Division to develop a platform that served seven personas across multiple departments, while sharing data and a single customer view, forecasting, and enabling a parallel sales effectiveness program BUSINESS PROBLEM The client retained a high-cost Salesforce development partner for their Sal

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