Email-to-Case Management Developed on the Salesforce Platform

Managing billions in investments with outdated tools is a daunting challenge. That’s what the Data Integrity Group (DIG) at a large state pension fund faced daily —until Propoint stepped in.

With a tailored email-to-case management system built on Salesforce, DIG’s chaotic processes transformed into streamlined efficiency. Key features included:

 

• Automatic email-to-case conversion

 

• Workflow automation

 

• Custom reports and dashboards

 

The results? Reduced errors, faster response times, improved collaboration, and data-driven decision-making. Now, the DIG team can focus on what truly matters— ensuring the financial security of millions. If your organization faces similar challenges, consider how Propoint can help you achieve clarity.