Case Studies

Enable Better Broker Experiences with Salesforce

2020-06-23T10:22:53-05:00

Enable Better Broker Experiences with Salesforce​ For more than 30 years, the Word & Brown General Agency has connected individuals and businesses to industry-leading health insurance and employee benefits solutions. Brokers have relied on Word & Brown to build and strengthen client relationships for decades—but newer brokers were experiencing a slow learning [...]

Drive Productivity and Lower Costs with Modern Multicloud Solution

2020-06-23T10:24:38-05:00

Drive Productivity and Lower Costs with Modern Multicloud Solution Our client, a giant in the foodservice industry, needed a new way to sell to their partners in the restaurant, healthcare, hospitality, government, and education industries. Their highly-rated products range from national to in-house brands and from fresh meats and produce to prepared [...]

Increase Sales Cycle Velocity with Automated, Modern Processes

2020-06-23T10:25:50-05:00

Increase Sales Cycle Velocity with Automated, Modern Processes McKesson Corporation is a global leader in healthcare supply chain management solutions, retail pharmacy, and healthcare information technology. They distribute pharmaceuticals and medical products, serving more than 50% of US hospitals, 20% of physicians, and delivering 1/3 of all medications used daily in North [...]

Global Technology Leader Differentiates with Superior Customer Support

2020-09-11T12:48:11-05:00

Global Technology Leader Differentiates with Superior Customer Support Customers have high expectations around online experiences - especially when it comes to technology products - and when they can't easily find the information they need they're quickly turned off. Our client knew that superior customer support was lacking in their industry, and that [...]

Mortgage Lender Revitalizes Lead Management

2020-07-02T10:07:13-05:00

Mortgage Lender Revitalizes Lead Management The golden age of self-serve banking has arrived, and the boom has resulted in tremendous opportunity (and increasing competition) for lending providers. Caliber Home Loans receives loan inquiries via phone or from online lending marketplaces. Since customers often apply to multiple vendors at once, Caliber needed a differentiating solution that supported fast, error-free service, and exceptional, modern [...]

Grow Partner Relationships with Custom Communities

2020-07-02T11:49:31-05:00

“We wanted to update our outdated broker platform, but the most important part of the project was providing a higher level of transparency to our customers so we could better service them and their clients. Keste’s expertise helped us create a way to show our customers we combine our service with technology, far [...]

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