In just a short period of time, Benefytt experienced rapid growth, growing from 300 employees to just over 2,000. Despite Salesforce being an integral part of their organization, they became quickly overwhelmed trying to balance their personal growth with managing the robust system that is Salesforce. They found themselves scrambling to utilize multiple platforms and were often faced with unreliable and inconsistent data. As a result, development projects struggled to stay on schedule and overall organization and company functionality faltered as well.

Prior to AGG’s involvement, Benefytt found it challenging to access a knowledgeable development staff that fully understood their needs and the criticality of their business. After losing their internal resource to another organization that offered to pay higher than market price, they were referred to AGG by a Salesforce lead. Finding the stability of Access Global Group was described by Benefytt’s CEO as a “huge win.” He appreciated AGG’s commitment to solving the root of the problem rather than providing a temporary “band-aid” like solution that Benefytt had experienced in the past with other partners. CEO was also satisfied with the consistent communication throughout the project timeline and to know where the business stood at all points throughout the project. For Access Global Group, it was critical that we were able to build a system that worked with Benefytt’s needs rather than forcing their business to function a certain way to fit with the system.

Despite Salesforce being an integral part of Benefytt’s day-to-day operations, management felt a disconnect in usage and many key functionalities sat underutilized. With Access Global Group’s intervention, Benefytt’s counterproductive system transformed into one that facilitated team unity and optimization. By remedying their internal and external integration points, Benefytt was able to expedite their sales cycle and manage accounts with ease, giving them the ability to exceed customer expectations. Additionally, AGG configured work process automations with real-time updates to give Benefytt the peace of mind that when data was being entered into Salesforce, it was accurate and up to date. Because of this, Benefytt saw a 40% increase in sales numbers and a 30% reduction in aftercall time. Overall, organizational productivity improved, helping the team to build out a long-term strategic plan rather than rely on reactionary planning. AGG helped to marry the org and platform to help enhance Benefytt’s security and functionality, setting them up for success long term.