Salesforce help needed

Challenge

A national insurance agency lost their Salesforce administrator and needed support for their business’ Salesforce usage requirements.

Solution

Highspring conducted conversations with the business-side to determine new Salesforce requirements and manage existing Salesforce usage. Then, the Highspring team performed monthly Salesforce support work, including the development of new reports and dashboards, as needed.

Results

The insurance agency was able to maintain their Salesforce platform by using Highspring Managed Services after losing their primary Salesforce administrator.