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Benefytt Remedied Integrations & Improved Sales Numbers

Benefytt is a health insurance company that engages in the development and operation of private e-commerce health insurance marketplaces, consumer engagement platforms, agency technology systems, and insurance policy administration platforms. Their primary focus is on Medicare sales and they needed a strong system that would work with them rather than against them.

Industry

Insurance

Staff

2,000+ Employees

HQ Office

Tampa, Florida

success story

Services Performed For Benefytt

  • Salesforce Implementation
  • Salesforce Strategy Consulting
  • Salesforce Managed Services
  • Five9 Strategy Consulting
  • Five9 Staff Augmentation

Product Services Included

  • Financial Services Cloud
  • Marketing Cloud
  • Digital Engagement
  • Informatica
  • Salesforce Custom Cloud
  • Five9
  • Einstein Analytics
  • Shield

challenges

Salesforce Challenges

Benefytt experienced the following Salesforce challenges.

  • Benefytt experienced rapid growth, growing from 300 employees to over 2,000.
  • Salesforce was integral to their organization but became difficult to manage.
  • No Salesforce thought leadership.
  • Utilized multiple platforms.
  • Unreliable and inconsistent data.
  • Development projects struggled to stay on schedule.
  • Overall organization and company functionality faltered as well.
  • Agents dissatisfied with existing system flow.

solutions

Salesforce Solutions

FormativGroup provided the following Salesforce Solutions to Benefytt.

  • Implemented a Contact Center and Computer Telephony Integration (CTI) solution, enabling the monitoring/recording of calls with real-time reporting.
  • Custom scripting based on caller details reduced average handle time and improved efficiency.
  • Optimized system configuration to streamline work processes and boost team productivity.

results

Salesforce Results

Benefytt experienced the following Salesforce results with FormativGroup’s Consulting Services.

  • Internal and external integration points were remedied, expediting the sales cycle and enabling efficient account management.
  • Process automation with real-time updates ensures accurate and up-to-date data entry in Salesforce.
  • 40% increase in sales numbers.
  • 30% reduction in after-call time.

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Awarded, Trusted & Proven to Deliver Salesforce Results

FormativGroup has been designing and delivering customized Salesforce solutions for organizations across every industry and size. Our proven track record of success and unwavering client satisfaction make us a trusted partner for your Salesforce transformation journey. When it comes to maximizing your Salesforce investment, FormativGroup is the team that helps you move forward with confidence.

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