Case Study: Magellan Health bridges sales workflow gaps with Softsquare’s dynamic Salesforce rules

Magellan Health manages hundreds of thousands of records with Softsquare

Softsquare partnered with Magellan Health, an American healthcare organization, to address a challenge in their sales processes. Magellan Health needed a system built on Salesforce Sales Cloud to define and display dynamic rules for employees based on their specific roles and positions within the company.

The solution implemented by Softsquare involved creating tailored sets of rules that were dynamically displayed and updated as employees completed tasks. Softsquare also performed a gap analysis to identify inefficiencies in work order assignments and employee availability. As a result, Softsquare successfully delivered a system that provided managers with clear visibility into team progress and enabled Magellan Health to better plan their sales processes.

Magellan Health