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Client Spotlight - Labor First

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Labor First is a full-service Retiree Benefit Manager, providing customized health benefit solutions and member advocacy services to the retirees of multi-employer group benefit plans. Since 2005, Labor First is the only Medicare Benefit Manager that solely services the union retiree healthcare marketplace.

Labor First offers unique Medicare benefit plans that enhances existing benefits for current retirees while offering savings for plan sponsors. But beyond this, they offer a team of Retiree Advocates that assist members through the complex world of retirement benefits; creating a truly holistic experience for the lifecycle of the relationship.

Relay has been a long standing partner of Labor First helping them innovate and grow on the Salesforce platform. We are sharing a chat with Kimberly Lundgren, Labor First's Vice President of Information Technology, about the company, challenges, and of course, Salesforce.


What are some of Labor First's biggest challenges in the next year?

Labor First is growing rapidly, and with growth comes change. We are working hard at figuring out how to scale our current technology stack to accommodate this growth.



What has been the biggest benefit you have seen from your Salesforce investment?

Having the ability to modify Salesforce to support current and future needs, has proven to be invaluable. Our Salesforce org has been built out to support the business processes used by every department.


What advice would you give to companies thinking about whether they should implement Salesforce into their workflow?

Don't try to re-create a legacy system in Salesforce. Take the time to understand how Salesforce works and all that can be done with a well thought out, outstanding implementation. Salesforce is extremely agile, and with proper planning, can break down silos, support business processes for multiple departments, thus providing better visibility into company operations.


If you are interested in learning more about how Salesforce custom apps and integrations can help you run your business processes more efficiently and unlock insights into your operations, schedule a 30 minute consultation with one of our Salesforce Architects today or send us a message!

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