evolent health natalija case study presentation

A Salesforce Business Case for:

Natalija PavicSolution [email protected] | 647 640 2403 | @NatalijaPavic

Agenda

Channel Sales Use Case

Sales Manager Use Case

ROICurrent Process and Challenges

ExampleMayo Clinic• Large Enterprise Customer• Many cost centers• Changes to the Affordable Care

Act triggered a review• Current system is bogged down

by inefficiencies• Multiple departments are feeling

pains

Current Channel Sales Customer Experience

Current Direct Sales Customer Experience

Current Process

Challenges

Working in SilosLack of Visibility & Insight

Unfulfilled Productivity Potential

Processes Impeding instead of Enabling Sales

Agenda




Priorities: o Expect revenue contributiono Align process to customerso Help channel sell better

Challenges:oNo info in systemo Reps pinging too many timesoDeals killed due to process

Charlie Channel Sales Representative

What I Will Show You

1. Partner deal registration2. Tasks & notifications3. Lead to opportunity

conversions4. Insight from account

history5. Collaboration

What I Just Showed You

Partner Deal Registration

Tasks and Notifications

Lead to Opportunity Conversion Process

Insights from Account History

Collaboration

Agenda




Priorities: o Ensure reps are successfulo Meet targetso Get promotion

Challenges:oNo insight into performanceo Inability of foresighto Silo-ed team

Sonya Sales Manager

What I Will Show You

1. Insights with data on dashboard

2. Impact of sales activities3. Taking management

action in platform4. Automated approval

processes

What I Just Showed You

Dashboard Insights

Sales Activity

Take Action in Salesforce!

Automated Approval Process

Agenda


Current Process and Challenges

ROISales Manager Use Case

Resultant Process

WIN MORE DEALS