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WellRight is a leading corporate health and wellness provider based in the US. For over a decade, the company has been at the forefront of wellness servicing over one million members nationwide. WellRight's powerful digital wellbeing solution is high-touch and supports clients of all sizes and industries, focusing on all dimensions of wellbeing: physical, social, emotional, financial, occupational, purpose, and more.

Client

Salesforce Solutions

Industry

Challenges Outline

5 months

Duration

1 Architect / Solution Designer

Vimera Team

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The company has been using Sales Cloud for years, but the org has lacked consistent maintenance and configuration since its initial implementation. It was filled with outdated and redundant solutions that did not meet all company and industry requirements.

The company utilized different sources, such as Excel, Google Sheets, and others. All the valuable customer data was stored in different systems.

A misconfigured CPQ was causing serious user performance issues.

The company had once implemented a PDF generator, but it was not properly configured and was not relevant for 2024.

Users were overwhelmed with fields asking for data that wasn’t relevant.

Vimera conducted a thorough technical audit of the existing customizations on the org as well as data quality check. Then we suggested having multiple discovery meetings with all of the client's company departments to better understand how Salesforce is used currently, what is considered as master data for different departments and what is the data flow between Salesforce and third-party services.

After all of that when the complete requirements were ready and approved by the client we've designed multiple back-end solutions (per clients request tried to use declarative tools where possible, but also used Apex including Async and some free third-party solutions) to automate org's everyday routine and customized dynamic UI using all of the latest salesforce release features. Thus, we restored functionality, eliminated outdated elements & fields, and implemented enhancements that greatly improved performance.

Together with the client we've redefined UI and automated sales documents generation – from products and product rules to dynamic templates and deals renewals. We eliminated errors in the CPQ PDF generator and set up a correct process of automated document creation. Sales agents are now able to create and use customizable document templates to accommodate company branding and other specific requirements. Sales agents can also quickly generate and send quotes to customers with accurate data and calculations, which speeds up the process of closing deals.

Now, with the more convenient user experience, the Client attracts more users to the platform, thereby increasing the amount of data they have, which not only allows them to sell better, but also helps them maintain customer data.

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Contract creation time reduced by 6 times

Eliminated errors and made it possible to speed up information retrieval

Increased productivity of regional sales managers

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Sandi Eskew
Sr. Director and Chief of Staff
WellRight, Wellness company
Chicago, IL, USA

Jenn Landis
Regional Sales Manager
WellRight, Wellness company
Chicago, IL, USA

AJ Grant
Regional Sales Manager
WellRight, Wellness company
Chicago, IL, USA