Case Study: Simplyhealth accelerates digital transformation with Persistent Systems and Salesforce Customer 360

How Persistent supported Simplyhealth in accelerating Digital Transformation with Salesforce Customer 360

Simplyhealth, the UK’s leading provider of health and dental plans, needed to improve customer service and internal efficiency as its data and teams were spread across multiple Salesforce orgs and legacy systems. Working with Persistent Systems, the company set out to create a more unified platform using Salesforce Customer 360, including Sales Cloud, Service Cloud, and Marketing Cloud.

Persistent Systems helped Simplyhealth consolidate three solutions into a single “One Salesforce” platform, migrate 8.3 million Salesforce records, and integrate back-office systems to give users a full 360-degree view of each customer. The result was a centralized digital foundation that improved advisor access to customer history, enabled more personalized marketing journeys, and supported Simplyhealth’s wider digital transformation in just six months.

Simplyhealth

Rebecca Hall

Head of Salesforce