Case Study: Columbia Insurance Group boosts Salesforce productivity with EBQuickstart

Columbia Insurance Group streamlines policy writing from 8 screens to 1 with EBQuickstart

Columbia Insurance Group faced challenges with low user adoption and an inefficient policy writing workflow within their Salesforce CRM implementation. Their internal team lacked specific Salesforce expertise, leading to a cumbersome process that required navigating eight different screens. With only 36 active users out of 100 licenses, they sought help from vendor EBQuickstart to optimize their configuration and learn best practices.

EBQuickstart provided on-site Salesforce training and consulting, which included a custom solution tailored to the company's specific pain points. This empowered Columbia Insurance Group to completely redesign their workflows, decreasing the time spent on policy writing and increasing productivity. The solution consolidated the entire application-to-policy process onto a single screen and provided quantitative metrics to analyze employee performance, leading to greater efficiency and full internal stakeholder support for Salesforce adoption.

Columbia Insurance Group