CUSTOMER SUCCESS STORY
The client offers health care products and insurance services for all ages and lifestyles. This includes individuals, employers, and Medicare & Medicaid beneficiaries. Their Salesforce is managed across various business groups, by a team varying in size between 20 to 50 independently; depending on the implementation complexity. This brings forth various challenges within the Salesforce implementation, such as:
With a sprawling global business presence, the client maintains selling systems designed for each of their existing operative market segments. The system processes multifarious and fine-grained information that undergo frequent enhancements with the availability of new data and information sources in the channel. This makes it crucial for the company to reduce the complexity of information and subsequently expedite channel operations and stay ahead of the competition and emerging players.
However, while optimizing the sales operations system, the client faced several challenges, such as:
With Salesforce Managed services the client aspired to achieve the following:
Our past experiences of working with the client’s sponsors and aiding them in maintaining their legacy selling system played a crucial role in the client choosing us as their Salesforce managed services partner.
For over a decade, CRMIT was engaged as an onsite Managed Service Partner, managing the entire operations across 4 business groups. Our experienced consultants project managed all aspects of the process – conducting a full risk assessment, consulting on all aspects of the workforce, conducting workflow analysis, and liaising with the previous incumbent.
In our role as Master Vendor we managed the spend on all consumables, negotiating and liaising with suppliers. CRMIT also invested in new POCs and innovations, resulting in dramatically increased productivity with greater throughput and a significant reduction in overtime hours.
Managing the projects, freed up bandwidth for the client and helped them focus on critical in-house operations, and improved reliability and stability.
With the “shorter go-to-market” approach, CRMIT, worked with multi-skilled specialists and took a more hands-on, horses-for-courses approach to serving our clients. Since the beginning of the partnership more than ten years ago, this philosophy has worked perfectly for our client. It has helped them achieve service excellence through continued Salesforce managed support and project solutions. Our services scope also included
Within the first year, reduced overall operating costs
Improved and optimized workforce planning with a reduction of up to 100+ talent acquisitions.
Cloud-based technology allowed stakeholders to make better business decisions.
Healthcare Insurance Provider
Chief Architect & Head Technology Management Group
From an idea to an unforgettable and measurable customer experience