Case Study: Spring Venture Group achieves 83% reduction in CRM training time and seamless Salesforce onboarding with Userlane

SVG achieves seamless Salesforce onboarding and training

Spring Venture Group, an industry-leading health insurance brokerage, faced a major training challenge after migrating their sales organization from Salesforce Classic to Lightning. With hiring seasons that can bring 200–1,000 new sales reps, SVG needed a way to streamline Salesforce onboarding so technology wouldn’t slow down sellers—so they turned to Userlane to automate and simplify in-app training and change management.

Userlane delivered interactive guides and an automated onboarding program that cut CRM training from 18 hours to 3 (an 83% decrease), drove new hires to average 136% quota attainment in their first month, achieved 100% Salesforce adoption, and helped lift employee NPS to 83. By reducing non-selling tasks, Userlane helped SVG free up seller time and accelerate productivity across the go-to-market team.

Spring Venture Group

Matthew Applequist

Sr. Director, Sales Training