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The Paladin Group, founded in 2016, encountered implementation difficulties with another supplier’s AMS. After consulting other agencies, Paladin opted for Veruna due in part to the foundational support of Salesforce, according to the vendor.
During the implementation, Veruna, working with implementation partner HipTen (Jacksonville, Fla.) and Paladin, reports was diligent about making certain none of the existing Salesforce logic at the agency was disrupted. HipTen was able to replace a large portion of the complex bespoke configuration that Paladin had built previously with Veruna standard functionality, according to a Veruna statement.
“The biggest benefit has been the knowledge of the industry that the support teams at Veruna and HipTen provide,” comments Corey Schatz, president, Paladin. “They understand our needs and they understand our industry. We can tell them our vision and they knock it out of the park. I cannot wait to see what the company offers for additional value-added functions in the future as they continue to grow.”
Focus on Enhancements
“Instead of having to build something from scratch, they were able to focus on enhancements, automations, customer portals—all the things that make their agency stand out, allow their employees to have efficient workflows, and allow their agency to focus on customer service,” adds Pomy Singh, co-founder of HipTen.
Veruna 2.0 is built on the Salesforce Lightning platform, and in addition to robust customization capabilities, the vendor says that Veruna 2.0 features extensive CRM, lead gen, marketing, portals, and sales functionality, as well as an upgraded UI, dynamic dashboards, enhanced email capabilities, and a completely-redesigned activity timeline. Veruna 2.0 also delivers higher levels of mobility, flexibility, customization, and integration all backed by the expansion capabilities inherent to the Salesforce AppExchange, according to the vendor.
“We are very proud of the speed and efficiency with which this implementation was completed,” comments Jennifer Carroll, CEO of Veruna. “We look forward to working with Paladin in the future as their products, workflows, and internal talent evolve and grow.”