Case Study: Group Health achieves streamlined sales and CRM visibility with Astadia Salesforce implementation

Group Health consolidated and streamlined sales processes and customer relationship management by working with Astadia to implement and customize Salesforce.com

Group Health, a member-governed nonprofit health care system, was struggling with three sales teams using different manual processes and disconnected tools like Outlook and Excel. The organization needed a single place to manage sales activities, customer data, dashboards, and reporting, and turned to Astadia for Salesforce automation and Sales Cloud implementation.

Astadia implemented and customized Salesforce.com for Group Health, centralizing accounts, contacts, opportunities, activities, and performance tracking in one CRM system. The new solution improved visibility and reporting across more than 80 sales and account reps, added dashboard and pipeline reporting, and automatically flagged renewals at risk, helping the team manage sales more efficiently and reduce reliance on disparate systems.

Group Health