Skip to main content

Large Healthcare Insurer

Supporting a Salesforce Center of Excellence With Managed Services

What if...we could maintain and improve business-critical operations and service excellence for members and partners with 24/7 support?

Our client is a leading state-licensed, nonprofit, private health insurer that is part of a 34-member national health insurance organization.

Woman, Man with child on top of his shoulders all standing with their arms open.

Complex Enterprise Alignment Made Salesforce Maintenance Difficult

Our client had Salesforce CRM implemented across eight primary business units to enable a multitude of business processes that were critical to operations and service excellence for members and partners in care.

These business units – which range from member, account, and provider services to sales to audit and risk management – serve as product owners for their specific Salesforce instances. However, due to the overall complexity and competing needs of these business units, these teams were unable to successfully manage their individual CRM instances or handle service requests.

Our client needed a partner to provide streamline support for its Salesforce Center of Excellence (CoE), third parties, and product owners. The CoE utilizes a shared services model and provides:

  • Trusted advisors
  • Strategic guidance
  • Tactical oversight
  • Platform subject matter expertise
  • Operational enablement
  • Requisite governance to execute an enterprise strategy
  • Alignment and enablement for internal customers and valued partners

The insurer asked us to provide ongoing retained Salesforce maintenance, enhancements, and production managed services support, which allows us to rapidly resolve incidents with first-line tech support and site monitoring services. Our client needed 24x7 availability, and monthly fixed support with options to flex and scale for project bursts or new releases.

Two Businessmen looking at a laptop.

Managed Services Stabilize Support and Enable the Payer to Scale

Our Salesforce managed services team will work side by side with the client's IT teams to provide ongoing functional, technical, and performance suggestions for the client's Salesforce instance. This includes ensuring that Salesforce releases, enhancements, and patches across the eight primary business units are assessed for value, implemented in a timely manner, and do not impact or interrupt critical applications or business processes. This support includes triage and Level 1 and Level 2 incident resolution support on a global basis with 24/7 availability.

We will also provide operations, reporting, maintenance, and application support for client-developed Salesforce applications and integrations between Salesforce, client applications and systems, and third-party tools and platforms.

Our team and end users have been very happy with the enhancements made and the out-of-the-box, creative ways Perficient has solved challenges. Client Executive


A group businessmen and woman having a meeting.

Informed Decision Making With Improved Business Processes

In addition to ongoing support, our managed services offering provides expert, streamlined, and enhanced business processes for the client’s primary business units. For example, within the sales organization, we developed a state-of-the-sale view for sales representatives and a book of business review for the sales leadership team. These enhancements help leadership see into multiple lines of business to evaluate how they're performing.

Our Salesforce managed services consultants simplify live or in-production operations for the world's leading brands. We follow a Scrum process-oriented approach to enhance support reliability, improve productivity, guarantee stability, and allow for rapid implementation of new business requests.

Related Content

A True Global Digital Consultancy