Case Study: Healthcare
Improving health plan sales productivity, fixed overhead costs, and workflow for a non-profit care organization
Sagility’s proprietary tool for tracking and performance, Tuo 360, reduces labor costs while improving reporting
We helped the client replace their patchwork of reports and data management tools with our tool, Tuo 360. Specially designed with health plans and health insurance industry partners in mind, Tuo 360 delivered much-needed automation to the client’s team.
Tuo 360 enables the client to proactively manage their sales funnel, tracking conversion metrics from leads to appointments, prospects, opportunities, and, finally, to members. The client marketing team also uses some of Tuo 360’s features to track the effectiveness of its campaigns and activities. As the client continues to embrace this functionality, Tuo 360 is becoming a tracking and performance tool that integrates sales and marketing within the organization.
In the time crunch leading up to the marketplace’s first open enrollment period, it was important to the client that Sagility’s implementation timeframe was much shorter than that of other CRM vendors. This healthcare-specific expertise better enabled the client’s team to navigate the requirements of selling on the marketplace.
After using Tuo 360, the improvements have been dramatic:
Labor costs are down
28%in the main sales division
Productivity is up more than
40%in the same division