After being introduced to Salesforce, Provider Assist knew this was the platform they wanted to implement into their business, so they set about finding the right people to work with. After extensive proposal analysis, assessment of cultural fit and technical knowledge, the project was awarded to SalesFix and the consulting and implementation process began.
Provider Assist needed their team members to have “real time” access to data, no matter where they were located, at any given time. The data needed to be streamlined and easy to understand for every user.
The SalesFix Solution
Before implementation, Provider Assist’s Filemaker system was placing restrictions on the team in terms of access of data. Using Salesforce, coupled with the expertise, culture and exemplary team at SalesFix, the solution has been an undeniable success at every level. In fact, Provider Assist were so impressed with Salesfix the project was extended. Provider Assist’s Road Map is between 18 – 24 months, however they have already reaped the benefits and value from this project. “Already the benefits and value have been astronomical, and as we gain more insight and our business
continues, this will increase. SalesFix has become an extension of our team”, Aaron Tabone, Provider Assist.