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.

Company

Sutter Health Plus (A Shutter Heath Company)

Industry

Healthcare & Insurance

Solutions

Sales Cloud & Service Cloud

Staff

2,000+
Employees

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.

Implementation Services

End-to-end deployment solutions put into action.

Optimization Services

Optimize for peak performance & effectiveness.

Integration Services

Link software application functionality & data.

Managed Services

Offload comprehensive tasks to an expert team.

AI & Data Services

Improve insights, customer experience & Innovation.

Access Commissions

Commission plans to best suit organizational goals.

Access QuickBooks

Connect Salesforce & QuickBooks seamlessly.

Access Docs

Premier document generation tool for simplifying processes.

Access Payments

Complete control over processing payments in Salesforce.

Banking

Commercial banks, credit unions, retail banking.

Insurance

Broker/agency, MGA/wholesaler, insurer/carrier.

Healthcare

Equipment, supplies, technology, life science tools.

Mortgage & Lending

Streamline mortgage lending with FSC solutions.

Public Sector

Deploy quicker, innovate & increase productivity.

Wealth Management

Firms, RIAs, broker dealers & investment management.

Blog

The latest industry news, updates & info.

Customer Stories

Learn how our clients are making big changes.

Datasheets

Comprehensive docs outlining key information.

Demos

On-demand showcasing of featuring & capabilities.

One-Pagers

In-depth single page overview of brand & services.

Webinars

Live & on-demand online educational presentations.