Employee Navigator is now integrated with Salesforce the Worlds #1 CRM Solution
Works with virtually any Salesforce org used by an employee benefits insurance broker.
You can now sync Account, Contact, Policy, and Election information back and forth with a click
no copy/paste, no redundant data entry, and no delays.
How it works:
Install the Salesforce App
Map and Translate during initial setup
Push or Pull the data - your choice
Sync enrollments and changes
Use our Micro Services for help creating custom automations in Salesforce
Use the calendar below to schedule a 15 minute call with a real person to see how the Salesforce Integration with Employee Navigator works and to have your questions answered
...or if you prefer, call us anytime 646.461.3000 or email sales@benefitsguide.com with any questions.
SHARE THIS
CLIENT TESTIMONIALS
"BenefitsGuide allows me to see everything and jump in to reorganize someone's workload very quickly and efficiently. This was the key to preventing burnout this year and actually saved us from losing our most important person. That's not an exaggeration!"
Emily Breitenfeldt
President of Slate Business Solutions, Inc.
"BenefitsGuide brought the structure we needed to grow without adding extra staff. Our team is happier, more efficient, and our clients see the difference, "
