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Colibrí IT — Salesforce Partner
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Healthcare

Healthcare-sector employee fund in Colombia

Salesforce Quick Start for a healthcare employee fund

A Salesforce Quick Start implementation for an employee fund serving more than 10,000 healthcare professionals across 12 cities, digitizing financial and welfare services.

Key metrics

10,000+

Members

12

Cities

Weeks

Time to deliver

Quick Start

Format

The challenge

A healthcare-sector employee fund with more than 10,000 members across 12 Colombian cities needed to modernize its operations: member management, financial services and welfare programs were being run on fragmented tools and manual processes.

What the fund needed

  • Centralized management of more than 10,000 healthcare professional members
  • A presence in 12 cities requiring multichannel service
  • Financial services (loans, savings, insurance) requiring traceability and compliance
  • Welfare and education programs with participation tracking
  • Fragmented onboarding, offboarding and data update processes

The challenge was to deliver a fast, affordable solution that let the fund make the digital leap without the complexity of a long-running project — they needed results in weeks, not months.

The solution

We delivered a Salesforce Quick Start shaped around the employee fund business model:

Quick Start scope

  • Salesforce configured with a data model suited to employee funds (members, contributions, loans, benefits)
  • A 360° member view: service history, financial standing, program participation
  • Automated flows for loan applications, data updates and enquiries
  • Multichannel service: email, web forms and case management
  • Management reporting for the board and for regulatory compliance
  • Training for the operations team on the new platform

The Quick Start format delivered value in weeks, with a defined scope and a fixed price — a good fit for organizations that need to start quickly on solid ground.

Results

The Quick Start moved the fund forward in digital maturity:

  • Centralized management of more than 10,000 members on a single platform
  • Operations across 12 cities with unified visibility
  • Automated request handling and member service processes
  • Automated management reporting for compliance and decision-making
  • A platform ready to scale to new services and channels

The fund moved from running its operations across disconnected tools to a modern CRM that centralizes the relationship with every member.

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Salesforce Quick Start for a healthcare employee fund — Case Studies — Colibrí IT