CUSTOMER STORY
WellNet implemented a Salesforce to Salesforce connection with their business partner, MSDS
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1050 King Street West
Toronto
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Company Profile
Founded in 2001, WellNet is a provider of integrated health plans, wellness and cost management programs powered by sophisticated technology and engagement professionals. By leveraging real-time data and a high-tech, high-touch engagement model, WellNet identifies the root of the problem and addresses the most promising areas of cost-reduction providing both immediate and sustainable savings.
The Challenge
WellNet’s unique business model required them to share accurate up to date client records in real time with their main data provider, MSDS. Even though WellNet was using Salesforce, they still struggled transferring crucial information over to MSDS due to the limitations of their Salesforce Professional Edition. WellNet urgently needed to fix their record sharing problem with MSDS, as this directly impacted their employee productivity and hindered scalability.
The Solution
Partnering with App Solve, WellNet implemented a Salesforce to Salesforce connection with their business partner, MSDS. Unlike other instances, where custom Apex coding can be used to create record sharing connection – WellNet was faced with limitations from their Professional Edition of Salesforce, therefore, it was required to get creative with the App Solve team. The innovative Salesforce to Salesforce connection was made to WellNet’s specifications including: read-only access for MSDS, real time record updates and custom notifications for shared records.
The Results
The successful implementation of secure, real- time and accurate record sharing enabled WellNet to achieve accelerated sales growth through employee productivity increases. WellNet can now get back to providing crucial healthcare and wellness information without worrying about their backend environment. App Solve met an aggressive project timeline through the use of an agile and collaborative delivery model.
Products Utilized
Sales Cloud
As the core foundational CRM product within the Salesforce platform, Sales Cloud provides the baseline for the 30% revenue growth that the average App Solve customer achieves. Key areas like contact management, opportunity management, forecasting, reports and dashboards allow you to automate sales to supercharge growth.
What Our Customers Are Saying
Digitcom hired AppSolve to streamline Digitcom's processes from Quote to Cash. A digital service provider, Digitcom's requirements are challenging and AppSolve's thorough knowledge of Service Cloud and AccountingSeed ERP and Financial Suite made them uniquely qualified to help.
AppSolve delivered a comprehensive overview of Digitcom's processes. They simplified systems by eliminating half of the business tools currently in use, resulting in more cohesive work flows at a lower monthly spend.
AppSolve's team faced external challenges multiple times during their engagement with us, but managed to keep tightly to their deadlines and deliverables while maintaining a high-quality, professional service.
Digitcom Telecommunications Inc.
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Craig MacAdam, CFO | Lift North America
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Dawn Jones, Director of Marketing | Kraun Electric Inc.
"Exceptional work and customer service! We contracted App Solve to help us with an implementation roadmap project and feasibility study. We were very pleased with the level of service they provided, the clarity of communication, and the attention we received. All our needs were addressed! I strongly recommend App Solve, their level of expertise, and customer service are unparalleled."
Asia Nebesnaia, IT Project Manager | Cox Automotive Canada Company
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Simon Dealy, CEO | HIRE Technologies
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Aaron Jones, CEO | Kraun Electric Inc.
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Anthony Schermer, Senior Account Executive | Accounting Seed
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John Chiaramonte, Senior Business Development Executive | Enwave North America LP.
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Sierra Hayes, Operations Manager | Dream Local Digital
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Chris Haase, President | Environmental Products Group
"We worked with the App Solve team to implement Salesforce for our organization, including the main system architecture and setting up the data model needed for our business. They have been a true partner in getting us rolling with Salesforce and have also been of great assistance in tackling smaller projects after the implementation was largely completed."
Gregory Kennedy, Controller | Generis
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Lee-Anne Golden, Managing Director | Urban Flats Toronto
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Kerrie LePage, Director of Marketing and Product Management | Edenred Commuter Benefit Solutions
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