Case Study: a leading healthcare company achieves seamless Salesforce integration with CRMIT Solutions

Reston onboards 65 users and installs 160 sold cases with CRMIT Solutions

An American managed healthcare company faced significant challenges after acquiring a company referred to as Reston. They needed to integrate Reston’s business units, decommission its Salesforce system, and align various platforms and data sources with their own enterprise architecture. CRMIT Solutions was engaged to overcome these hurdles and streamline the client’s sales, service, and marketing processes using Salesforce Sales Cloud and Service Cloud.

CRMIT Solutions implemented a comprehensive solution that included replacing Reston’s purchase order system with a Salesforce-based checklist, updating the data model to integrate Reston’s sources, and implementing a new security model. This resulted in a unified Salesforce platform, the successful decommissioning of Reston’s system, and enhanced cross-selling capabilities for the sales team, onboarding 65 users and installing 160 sold cases.