The Introduction
For a business that’s been operating on an antiquated, outdated communications platform, transitioning an entire organization, which represents more than 400 clients, is a daunting task. However, as they grow and become more successful, scaling the business presents profound challenges with old communications solutions. DBP Benefits is a leading national employee benefits consulting firm who was ready to make the switch and began searching for a modern cloud-based solution that seamlessly supported their current business needs but with the added value of a cloud solution.
DBP Benefits was in the process of upgrading its core business. They spoke to a few organizations and went through a rigorous evaluation to determine their needs and how to improve their infrastructure. However, they were truly “wowed” after speaking to Crexendo® and hearing what we offer. They were looking for a cloud-based business communications offering and all the state-of-the-art features and benefits the cloud brings. They also wanted to record conversations with cloud-based redundant storage, and Crexendo® was able to meet and exceed their expectations with their offering – DBP Benefits was more than satisfied with what they heard and wanted to conduct testing to see how it handled their needs.
The Company
The organization was started in 1970 by Ed Duley. They’ve grown to be one of the country’s largest privately held employee benefit consulting firms and one of the largest in the Southwest, with clients residing in over 40 states. DBP Benefits believes in accountability, transparency, and a holistic approach to employee benefits, and their organization works to control healthcare costs while focusing on their clients.
As DBP Benefits continued its upward trajectory and enjoyed new success, finding the right business communication tools to streamline workflows for their employees and manage their growing customer base was a must – something needed to change.
The Problem
The primary issue DBP Benefits faced was growth, which isn’t a bad problem to have, but with phone calls in the ballpark of a couple hundred thousand or more each year, outdated communications solutions simply won’t suffice. In their previous setup, which was on-premise and non-cloud-based, their lack of scalability restricted their rapid growth. John Pederson, Partner at DBP Benefits, explained that their ability to scale was impossible, and they needed a recording solution. “We went through a rigorous process to determine what we needed. After evaluating other platforms, we met with Doug, who explained to us what Crexendo® offered and how their platform could exceed what the competition was offering. After listening to him, we realized it was everything we were looking for in a platform, leading us to conduct extensive testing. The result? It exceeded our expectations, and we realized that it was an easy decision.”
With their on-premise, non-cloud-based platform, DBP Benefits lacked the cutting-edge technology needed for their employees to conduct their jobs efficiently. The organization needed an upgraded communications solution and a redundant recording solution to better manage its infrastructure and give them an advantage in its vertical.
The Solution
DBP Benefits needed something fast and they wanted it with a business they could trust. Fortunately, John Pederson mentioned that the relationship with Crexendo® was a hit after the first conversation. “When our business development team set up a meeting with Crexendo®, it went very well. There were a lot of synergies between the organizations.”
Pederson went on to say, “what started the conversation was the hundreds of thousands of calls we make each year. We needed Crexendo®’s cloud-tech platform, and it’s been an exceptional partnership ever since.
Crexendo®’s leadership is fantastic, but their technology was the driving factor for us. We can’t say enough good things about the team as a whole.” In most organizations, the onboarding process leaves much to be desired. However, John and his team found the migration to our platform was simple and swift. “The migration process was absolutely seamless!
The upgrade process only took three hours over the weekend, and it had no impact on our business. When you represent as many clients as we do, this is a careful consideration you must make before transitioning. Fortunately, we chose the right partner for the job, and our experience with Crexendo® continues to get better and better.” DBP Benefits found their solution, but were the results what they were hoping to accomplish?
The Result
In business, first impressions matter, and Crexendo® was able to execute the onboarding process to perfection. Fortunately, Crexendo® provides unparalleled, award-winning service, John simply stated. “For us, it has been an extraordinary experience with a 100 percent perfection rate. If there is an issue, albeit rare, Crexendo®’s response is extraordinary. No downtime.
Kudos to the infrastructure that Crexendo® built. Not only do they provide our business with the highest level of support, but it’s wrapped around their cutting-edge solution that makes all the difference.”
With various options available on the market today, choosing which platform is right for your business is incredibly challenging. Fortunately, Crexendo® is the fastest-growing UCaaS provider in the United States and provides award-winning service to its 3 million end-users, and our customers rave about their satisfaction with our attention to detail. If you’d like to learn more about Crexendo® and how you can become a success story like DBP Benefits, reach out to one of our knowledgeable U.S.-based sales team members to schedule a free demo today.
