Lighthouse Financial Corp. began using Salesforce as its primary CRM system in 2022, and found they needed post-implementation assistance and special project support. They enlisted rSTAR for help automating cumbersome processes that hampered their ability to efficiently close accounts. rSTAR provided managed services for Lighthouse with an emphasis on Salesforce post-implementation support, troubleshooting, and enhancement requests
In this case study, you will learn how Lighthouse:
With the automated report that rSTAR built for us, we save one hour per day of
time-consuming manual work. That’s a huge boost to our efficiency.”
Jake Vance, Chief Technology Officer, Lighthouse Financial