How Access Global Group Optimized Sales & Support Automation for Sutter Health Plus

Sutter Health Plus is an HMO health plan affiliated with not-for-profit Sutter Health. They offer affordably priced health plans to individuals and employers in the greater Sacramento, Central Valley and Bay Area communities. Sutter Health and Sutter Health Plus information were siloed from one another and they required PHI, PII & HIPPA compliance in the final system.


Sutter Health Plus (A Shutter Heath Company)


Healthcare & Insurance


Sales Cloud & Service Cloud



HQ Office

Sacromento, California

Salesforce Challenges

Sutter Health Plus experienced the following Salesforce challenges.

One Salesforce system shared by Sutter Health and Sutter Health Plus.

Patient data from Sutter Health should be available to upsell Sutter Health Plus plans.

Support and Sales team should use the same system to manage sales and cases.

Must accommodate 300 person call center for Support and Sales.

Need for internal communication platform.

Need to integrate with multiple healthcare systems.

Salesforce Solutions

AGG provided the following Salesforce Solutions to Sutter Health Plus.

Over 800 users moved to Sales Cloud, Service Cloud.

Service Cloud: custom Service Cloud consoles, support process, process automation, knowledge articles, solutions, cases created/defined by type, plan family

Sales Cloud: sales process, process automation, prospects, web to lead from over 50 sites and prospect assignment.

Agent custom skill assignment console for managers.

Implemented email case queues based on priority.

Created reports & dashboards to track case SLA’s & KPI.

Custom webservices to integrate with various health care systems and vendor systems using WS security restrictions.

System is built according to PHI, PII & HIPPA regulations.

Chat is enabled for internal communication.

Salesforce Results

Sutter Health Plus experienced the following Salesforce results.

Sales and Support data is in one system.

Data is stored according to PHI, PII & HIPPA regulations.

Sales and Support automation is reducing 99% of human error.

Chat is used for internal communication.

Data is accessible from multiple external systems through though webservices.

Agents can now work from home as needed.

Sales and Support numbers are consistently meeting KPI’s.

Leadership has clear visibility using reports & dashboards for measuring ROI.

Success starts here, with Salesforce solutions you can trust.

For the last 15 years we’ve been creating customized Salesforce Solutions for clients of all industries and sizes. With a perfect 5-Star rating on both Salesforce AppExchange and G2 User Reviews, Access Global Group is the right choice for your organization’s Salesforce transformation.

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