Case Study: Sun Life Financial achieves unified Salesforce ticketing and streamlined client-hosting with InviteManager

Sun Life Financial - Customer Case Study

Sun Life Financial, a Toronto‑based global group benefits provider serving over 60,000 employers and managing CA$246 billion in assets, needed a better way to manage client-hosting tickets and events. After initially tracking requests in Excel and then building an in‑house ticketing tool, the company struggled because that system didn’t integrate with Salesforce, making it hard for sales teams to find opportunities and for the company to analyze event data.

Sun Life implemented InviteManager integrated with Salesforce and ran targeted training and demos for sales reps. Adoption was rapid—over 90% of reps logged in within 60 days—and today more than 600 users manage tickets and attendees directly in Salesforce, enabling easy invites, clear event-to-attendee tracking, improved analytics, and a smoother, single-system workflow with no reported complaints.

Sun Life Financial

Stephanie Quinn

Philanthropy, Sponsorships, & Events Senior Integration Consultant