Priority Health creates personalized experiences with Salesforce.

Priority Health partnered with Professional Services to accelerate digital transformation.

As COVID-19 worsened, the healthcare sector rapidly turned its attention to how to continue providing quality healthcare to patients during the crisis. Innovations such as tele-health consultations, wearable devices, and the use of advanced data analytics to model scenarios were embraced. Now, as organizations consider what comes next, the challenge is how to continue to build on that innovation to create better healthcare outcomes.

As a nonprofit health plan company, Priority Health is tackling this challenge head-on. As the fastest growing provider of health plans in Michigan, Priority Health knew it needed to innovate and scale to meet the changing needs of its over one million members. But disconnected systems and applications meant the company did not have the complete view of members needed to realize its digital transformation and growth goals.

Priority Health’s leadership recognized that it needed a partner that could help it integrate its core systems to unlock a 360-degree view of its members, opening the door to innovation. It also needed a more strategic approach to achieving its long-term objectives. The company turned to the Salesforce Customer Success Group, including Professional Services and its Premier Success Plan, for help.

Here are four lessons from Priority Health’s digital transformation that might help your organization create better, more personalized customer experiences.

 
 
 

1. Unlock better customer experience with a single view of customers

With member data stored in multiple systems, Priority Health’s customer service representatives often found themselves speaking to members without knowing their history with the company. This meant members were often forced to repeat their story each time they made a call. Members also often experienced delays as service representatives switched between systems to find the information they needed.

Priority Health partnered with a team of digital transformation experts from Salesforce Professional Services to help unite its sales, service, and marketing teams on a single, scalable customer relationship management (CRM) platform.

In addition to helping the company plan for long-term sustainable success, this Professional Services team was also on hand to help guide Priority Health through the critical moments of implementing its new technology solution.

With member data now available on a single customer engagement platform, Priority Health’s customer service representatives begin every interaction fully informed. This allows them to work more efficiently across all member touchpoints, deliver better member experiences, and help members to achieve better health outcomes.

Automated workflows built into the platform minimize redundant tasks, saving time and allowing service representatives to engage with members more effectively from the outset of every call.

“Salesforce’s Professional Services was phenomenal,” said Stella Michael, Director of CRM Platforms at Priority Health.

“They did a really great job in bringing the teams together and clearly articulating what we need to do to design a solution that is scalable, reliable, and maintainable. They had clarity of thought, were aligned to our business vision, and built a quality solution.”

 
 

“Salesforce Professional Services was phenomenal. They did a really great job in bringing the teams together and clearly articulating what we need to do to design a solution that is scalable, reliable, and maintainable. They had clarity of thought, were aligned to our business vision, and built a quality solution.”

Stella Michael

Director of CRM Platforms
 
 

2. Create self-serve solutions to ease administrative bottlenecks

Priority Health works with a large network of agents nationally. However, legacy manual processes meant onboarding new agents took up to 10 days to finalize. Once approved, agents did not have any visibility into their historical list of clients or requests for quotes.

With help from Salesforce Professional Services, Priority Health has developed a new agent portal for their health plan enrollment using industry-specific cloud and mobile software. This enables agents to self-initiate the onboarding process, complete a step-by-step enrollment, and submit their application 60% faster than before.

The agent portal is also a one-stop-shop for agents to access existing applications, commission statements, lists of clients, and guided flows for submitting requests.

With agents now able to find information they need when they need it, the company has seen a reduction in the overall time it takes for them to match the best health plan policies for members.

 
 

60%

reduction in agent
onboarding time

3. Leverage automation to create tailored marketing journeys

To help it deliver tailored personalized experiences to members, Priority Health is using digital marketing automation to deliver omni-channel outbound marketing messages. Marketing automation makes it simpler for marketing teams to identify, segment, and target specific groups among its membership for tailored and actionable communications.

It also makes it easier for team members to optimize content, increase the visibility of campaign performance among stakeholders, and report on campaign successes.

Priority Health is also using data monitoring and encryption tools to ensure customers’ data remains confidential and enhance compliance and governance across the entire platform.

 
 

115%

YOY growth
in automations

 

3x

increase in
personalized campaigns

 
 

4. Choose partners who can support you at every step

Throughout the project, Priority Health partnered with Salesforce Professional Services, who worked closely with the company’s project team to help it customize its roadmap and achieve its long-term objectives.

Members of the project team have also had expert coaching sessions included as part of its Premier Success Plan.

These sessions allow team members to build their expertise and understanding of how to use Salesforce products and capabilities with confidence.

“The Premier Success team was proactive about helping us out from the start,” said Stella. “As we started maturing internally, attending conferences, and sharpening our skills, we were able to learn about specific topics that interested us through their expert coaching sessions. It was a great partnership.”

 
 

“The Premier Success team was proactive about helping us out from the start. As we started maturing internally, attending conferences, and sharpening our skills, we were able to learn about specific topics that interested us through their expert coaching sessions. It was a great partnership.”

Stella Michael

Director of CRM Platforms
 

More Resources

 
 

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