Case Study

For over 30 years, this healthcare company grew to become the leading online pharmacy in the US. Selling direct to employers, their historic growth resulted in private equity investment in 2019.

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The Challenge

As a Salesforce client for over a decade, this client had a complex tech stack consisting of multiple Salesforce products and other software. Challenges included bad data, technical debt, and processes that did not work well for the sales, marketing and operational teams. The company employed a full-time Salesforce administrator.

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The Solution

Everpeak had worked with the client on a project-basis prior. Our point-of-contact championed outsourcing Salesforce administration to Everpeak.

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• Everpeak could provide strategy around data & tech integrations.
• Subject matter experts could be brought in as needed.
• ‍Cost-savings would be realized.

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The Results

Everpeak dedicated approximately 15 hours per week on average, and the client realized a cost savings of 40% as compared to internal resources for the same work. Everpeak was also utilized for more strategic projects and conducted training sessions to ensure proper adoption.

Concurrently, Salesforce adoption and overall satisfaction increased. When the enagement began, the client was using only Sales and Service Cloud. They soon added Tableau and Marketing Cloud.

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