实例探究 > Case Study: University of Pittsburgh Medical Center Health Plan

Case Study: University of Pittsburgh Medical Center Health Plan

公司规模
1,000+
地区
  • America
国家
  • United States
产品
  • Salesforce
  • RingLead
技术栈
  • Salesforce
  • RingLead
实施规模
  • Enterprise-wide Deployment
影响指标
  • Customer Satisfaction
  • Productivity Improvements
技术
  • 应用基础设施与中间件 - 数据交换与集成
  • 功能应用 - 企业资源规划系统 (ERP)
适用行业
  • 医疗保健和医院
适用功能
  • 商业运营
  • 销售与市场营销
服务
  • 数据科学服务
  • 系统集成
关于客户
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.
挑战
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.
解决方案
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.
运营影响
  • Reduced the amount of manual time required to find and merge duplicates.
  • Created clean Salesforce reports, eliminating the need for manual data checks.
  • Successfully removed all duplicate Leads and Accounts within two months.
数量效益
  • 250 Salesforce users benefited from the improved data quality.
  • Duplicate Leads and Accounts were removed in just two months.

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