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Access Global Group Customer Stories

Salesforce, data and AI success starts here, with solutions you can trust. Access Global Group is awarded, trusted and proven to deliver Salesforce, data and AI results for our customers.

Featured Customer Success Stories

Insurance | Optimization & Training

Benefytt Remedied Integrations & Improved Sales Numbers

Environmental Services | Sales Cloud

Integrated & Migrated Systems for Centralized Real-Time Data

Finance | Sales Cloud & Chatter

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Transformed Sales With An Optimized Sales Process

All Customer Success Stories

Directed Custodianship | Custom

Millennium Trust Enhanced Their Client Service Experience

INSURANCE | Integration Services

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Farmers Insurance Enhanced Sales Understanding With AGG

Healthcare | Platform & Community

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Anthem Revamped Thier Customer Support Solution

INSURANCE | IMPLEMENTATION & MANAGED

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Reduced the Manual Work for the Marketing Team by 50%

Insurance | Implementation & Managed

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Sales & Support Automation Improved Sutter Health Plus KPIs

Benefits, Wealth & Annuities | INTEGRATION

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NFP Improved Sales Efficiency & Increased Sales Visibility

Credit Union | Mulesoft & Managed

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Telhio Credit Union Created Seamless Customer Experience

Insurance | Implementation & Managed

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MetLife Increases Sales Production & Reduces Manual Work

Health Insurance | Amazon Connect & CTI

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Aetna Improves Customer Services with Automation

Banking | Integrations & Custom

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Integrated & Implemented All Their Systems With Salesforce

Aviation | Sales & Service Cloud

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Replaced Siebel & Sharepoint For An Improved Sales Process

Medical Tech | Sales & Service Cloud

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Abbott (St. Jude Medical) Successfully Implemented Salesforce

Office | Sales & Marketing Cloud

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Seamless Alignment Between Support & Marketing Systems

Sporting Events | Service Cloud

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Optimized Customer Operations With Automation & Visibility

Asset Management | Custom Cloud

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Streamlined Processes With Custom Salesforce Solutions

Health Services | Implementation

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Streamlined Customer Experiences With Custom Solutions

Healthcare | Sales & Service Cloud

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Optimized Customer Operations With Automation & Visibility

Home | HFIVE9, Access Commissions

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Integrated Five9 & Implemented A Commission Solution

Implementation Services

End-to-end deployment solutions put into action.

Optimization Services

Optimize for peak performance & effectiveness.

Integration Services

Link software application functionality & data.

Managed Services

Offload comprehensive tasks to an expert team.

AI & Data Services

Improve insights, customer experience & Innovation.

Access Commissions

Commission plans to best suit organizational goals.

Access QuickBooks

Connect Salesforce & QuickBooks seamlessly.

Access Docs

Premier document generation tool for simplifying processes.

Access Payments

Complete control over processing payments in Salesforce.

Banking

Commercial banks, credit unions, retail banking.

Insurance

Broker/agency, MGA/wholesaler, insurer/carrier.

Healthcare

Equipment, supplies, technology, life science tools.

Mortgage & Lending

Streamline mortgage lending with FSC solutions.

Public Sector

Deploy quicker, innovate & Increase productivity.

Wealth Management

Firms, RIAs, broker dealers & investment management.

Blog

The latest industry news, updates & info.

Customer Stories

Learn how our clients are making big changes.

Datasheets

Comprehensive docs outlining key information.

Demos

On-demand showcasing of featuring & capabilities.

One-Pagers

In-depth single page overview of brand & services.

Webinars

Live & on-demand online educational presentations.