Case Study: University of Pittsburgh Medical Center Health Plan
Company Size
1,000+
Region
- America
Country
- United States
Product
- Salesforce
- RingLead
Tech Stack
- Salesforce
- RingLead
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Customer Satisfaction
- Productivity Improvements
Technology Category
- Application Infrastructure & Middleware - Data Exchange & Integration
- Functional Applications - Enterprise Resource Planning Systems (ERP)
Applicable Industries
- Healthcare & Hospitals
Applicable Functions
- Business Operation
- Sales & Marketing
Services
- Data Science Services
- System Integration
About The Customer
The University of Pittsburgh Medical Center (UPMC) Health Plan is the second largest health insurance provider in Pennsylvania. They cater to commercial groups, government organizations, and individuals. With a team of 250 Salesforce users, UPMC Health Plan primarily utilizes Salesforce for health insurance sales and marketing campaigns. The organization is committed to providing high-quality health insurance services and continuously seeks to improve its operational efficiency and customer satisfaction.
The Challenge
UPMC was experiencing issues with messy data impacting their quoting system, reporting, and ability to merge records. The data quality problems were exacerbated by multiple Salesforce integrations and data entry from three main sources: manual entry from sales reps, web form submissions, and in-store entry. This led to numerous duplicates and inconsistencies, making it difficult to enhance their systems and maintain accurate records.
The Solution
UPMC Health Plan implemented RingLead to address their data quality issues. RingLead helped them remove duplicate Accounts and Leads, significantly improving the quality of their Salesforce data. Christopher Tribanas, a certified salesforce.com administrator at UPMC Health Plan, reported that the implementation of RingLead allowed them to merge all duplicate records, resulting in cleaner and more reliable data. The solution was well-received by the team, who found it instrumental in enhancing their data management processes.
Operational Impact
Quantitative Benefit
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