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BenefitsGuide: Global Ease Integration

By BenefitsGuide

Eliminate redundant data entry when you sync Ease and Salesforce

$50   USD/user/month
Requires
Sales Cloud
Service Cloud
Compatible With
Sales Cloud
Service Cloud

Eliminate redundant data entry by using data from within Salesforce to create groups in Ease with just a few clicks OR push that same data from Ease to Salesforce. Then elections made in Ease will update your instance of Salesforce, a 360 integration.

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Showing 2 of 2 Reviews
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Luke Mazzanti
04/07/2022

Ease Integration w/ Benefits Guide

Going through the walkthrough with Jason and the Benefits Guide Team was super helpful. My job is going to become infinitely easier with this integration set up. The Shepherd Team is excited to have this set up and be able to eliminate redundancies that we have with our current process. Having the BG team by our side has been a huge benefit for us.

Redmond Sherwood
08/25/2021

Works better than I could have imagined

I've been using Ease for 9 years and SalesForce for 4 years. I'm happy with both systems but it's been a huge pain to take the same data and enter it into Salesforce from Ease and vice versa. This does everything automatically and even creates member transactions automatically directly from Ease and starts the task workflows automatically in Salesforce. Absolute game-changer. Saves our team so much time handling enrollments and terminations. I don't even need to check Ease for changes anymore, they're all in Salesforce already. So thankful to have this integration.