Case Study: Keystone Benefits Group achieves operational transparency with Accelerize 360 and Salesforce

Keystone Benefits Group boosts client visibility to 98% with Accelerize 360

Keystone Benefits Group, a veteran-owned agency specializing in employee benefits, sought to invest in sophisticated technology to scale its growth and maintain its high service level for round-the-clock client support. Their challenge was to revamp operations for greater accountability, automated workflows, and full system visibility. To meet these goals, they partnered with vendor Accelerize 360 for the implementation of Salesforce.

Accelerize 360 implemented Salesforce to provide Keystone with a highly customized service solution. This gave the agency more visibility than most brokers, allowing them to track account activity, report on stewardship, and gauge new leads. The solution introduced smarter automated workflows for task management and provided full accountability by tracking every change made in the system. Accelerize 360 helped Keystone achieve all its initial objectives, establishing a foundation for future sales and marketing initiatives.

Keystone Benefits Group