Customer Success Story: IU Health Plans


By Canpango

Single Tool Process Creates Consistency Among Multiple Teams

IU Health Plans offers a full range of health insurance plans for employers and their employees, individuals, families and Medicare eligible members of their community. For years, IU Health Plans utilized an inflexible CRM that failed to meet their needs, resulting in disjointed and inefficient processes across teams.

 

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THE CHALLENGE: MEETING VARYING NEEDS

In search of a tool that could support the unique functionality requirements of multiple teams, IU Health Plans chose Canpango’s Salesforce implementation and consulting services to create consistent processes across teams, streamline tracking and reporting, and increase user adoption.

THE PROCESS: INDIVIDUAL ASSESSMENTS

Canpango’s consulting team performed an upfront discovery session to grasp the big picture of IU Health Plans’ business processes. After identifying four unique teams within the project scope, Canpango drilled down and executed separate solution design reviews and implementations for each team to ensure a custom experience for IU Health Plan’s varying user types.

THE VALUE: UNIFIED PROCESSES

> One Salesforce org that works across multiple teams.
> Increased user adoption through addressing each team’s specific needs.
> Customized on-site training sessions, including admin training.
> Robust reporting and agent tracking.
> Expedited everyday tasks to increase productivity.

THE RESULT: EFFICIENT OPERATIONS WITH AUTOMATED REPORTING

IU Health Plans now has a consistent process in a single tool that works for each of their unique teams and, as an added bonus, no longer has to track sales and support metrics using spreadsheets. With a more well-rounded operation on all fronts, IU Health Plans can continue to focus on providing exceptional service within their community.

 

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Want More Details?

Get in touch with Canpango’s expert consulting team today to learn more about how we can help grow your business.

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