The Challenge
As our client’s business grew, so did their marketing activities. However, they faced a significant challenge in improving and automating the process of distributing their marketing content. It led to a breakdown in communication and a lack of accountability, negatively impacting the success of their marketing campaigns. Moreover, they didn’t have a portal to empower agencies to partner and collaborate well with them. It was critical for them to educate agencies on their compliance and sales performance.
The Solution
The healthcare provider selected Persistent Systems as their technology partner, owing to their extensive experience of more than twenty years in providing Salesforce solutions to top players in the same domain. After thoroughly understanding the client’s requirements and objectives, Team Persistent implemented Salesforce Partner Community Cloud.
The Salesforce Partner Community Cloud was crucial in managing agency information, including agents’ licenses and certifications, and assigning leads to agencies. We provided the healthcare provider with a Salesforce-powered portal where they can generate sales opportunities for agents and help them access approved marketing materials to witness better sales conversion. The same portal was also vital for the client to help agents understand compliance, access sales reports and raise commission requests.
The Outcome
Persistent and Salesforce Cloud have enabled the healthcare provider to experience multiple advantages. The automated process for lead routing to partners through the Salesforce platform has helped the client streamline the distribution of marketing content. Additionally, partners now have quick access to sales data, allowing for better collaboration and decision-making. These changes have not only improved efficiency but have also resulted in a reduction in call volume for commission-related inquiries.
Technology Used
- Salesforce Document Management
- Salesforce Partner Community Cloud
