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

Agenda




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

Resultant Process

ROI

WIN MORE DEALS