BH Technologies™ Case Study
Enterprise-wide Initiative with Salesforce Customer Relationship Management Tool
Challenge
Our client, a Fortune 5 healthcare organization, was undergoing an enterprise-wide initiative to replace their homegrown customer relationship management (CRM) platform with a modernized solution using Salesforce CRM. This product would support and primarily communicate within pharmacy benefits management.
During the initial phase of the implementation, our client was experiencing a myriad of challenges with the current partner chosen to help, including a high risk of proxy candidates and moonlighting. The client had lost valuable time navigating through fraudulent resources and needed help.
Solution
We fulfilled the client’s needs with one stellar Salesforce business analyst. We worked closely with our client’s manager to ensure streamlined communication and strategically built an end-to-end solution for phased procurement. Additionally, our stringent in-house sourcing strategy mitigated the risk of proxies.
Achievements
The Salesforce CRM was successfully integrated into two separate lines of business and is currently being implemented across the enterprise. The consultant is being converted to an internal full-time equivalent (FTE) for a permanent Salesforce role. Beacon Hill rapidly and successfully delivered this expert while maintaining an exemplary level of consultant quality.
