Salesforce Consulting for Healthcare Company
Below is a modified rendering of the review: private info excluded, innate facts kept.
Introductory information
A few words almost your organisation and personal responsibilities
CareJourney is a healthcare analytics software organisation that sells solutions to hospitals and payers. I obey as the COO.
Desired goal
What issue was the provider supposed to deal with?
obo. Agency?We have recently been setting up our sales team and implementing SalesForce and brought OBO on to help us with creating a measure process about SalesForce until we identified a full-time hire.
What were your objectives for this project?
Clear processes in locate for multiple nation to use SalesForce simultaneously, leading to condition data.
Provided solution
What were the reasons for choosing obo. Agency?
We met them through a local occurrence.
Describe the project in detail.
They created new SalesForce processes, uploaded and categorized data, help connect SalesForce to other systems like HubSpot, and created measure reporting.
Were there any dedicated managers or teams that you worked with?
N/A
Results accomplishd
What results did you accomplish unitedly with obo. Agency?
The team delivered on a number of requests in a early form and our sales team is seeing much wonderfuler value from the tool than preceding to their joining.
How do you rate the interaction and interaction with obo. Agency?
We had weekly checks-ins with follow-up documentation of next steps that kept everyone aligned. We designated an inner POC to coordinate the work.
What precisely do you attend to be the key specialty of obo. Agency?
The willingness to step in and help with any task and their subject substance expertise stood out.
What should be done better, if there are any desired improvements?
Communicating timelines for different projects to set expectations.
