university of pittsburgh medical center health plan

Case Study: University of Pittsburgh Medical Center Health Plan © Copyright 2014 RingLead, Inc. Case Study: University of Pittsburgh Medical Center Health Plan About University of Pittsburgh Medical Center Health Plan “Everyone's using RingLead and they love it. It's really helping us out.” - Christopher Tribanas, Commercial Operations, Intermediate Analyst, UPMC Health Plan, Certified Salesforce.com Administrator The University of Pittsburgh Medical Center (UPMC) Health Plan is the second largest health insurance provider in Pennsylvania. They work with commercial groups and government organizations, as well as individuals. With 250 Salesforce users, UPMC Health Plan uses Salesforce mainly for health insurance sales, as well as marketing campaigns. The Challenge UPMC was going through many Salesforce integrations, and they recognized messy data impacting their quoting system, their reporting, their ability to merge records, and the inability to make enhancements. “There was only so much we could do when there was messy data,” shares Christopher Tribanas, Commercial Operations and Intermediate Analyst at UPMC Health Plan. He’s also a certified salesforce.com administrator. Christopher knew he needed to control the data coming into Salesforce, making sure he could recognize and merge duplicates, and make the data the best it could be. In addition, bad data was continuing to come into Salesforce through three main avenues: manual entry from sales reps, web form submissions, and in-store entry. “With three different channels for Leads to come in, you're going to get duplicates,” says Christopher. The Solution “I saw the messy data and I knew I needed something to help me out. I couldn’t do it alone,” says Christopher, “So I started researching different solutions, and we chose RingLead.” With RingLead implemented, UPMC Health Plan started removing duplicate Accounts and Leads. “I am happy to say that all the Accounts and Leads were merged,” shares Christopher, “Everyone's using RingLead and they love it. It's really helping us out.” The Results “Before RingLead, we were bleeding, we just didn’t know it until I started investigating. We learned that the quality of the data was not that great, and every time we exported a report, I always had to go into Excel and modify it. Now with RingLead, our Salesforce reports are clean and ready to go,” shares Christopher. Reduced the amount of manual time it takes to find and merge duplicates Created clean Salesforce reports so there was no longer a need to check the data Able to remove all duplicate Leads and Accounts in two months

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Page 1: University of Pittsburgh Medical Center Health Plan

Case Study: University of Pittsburgh Medical Center Health Plan

About University of Pittsburgh Medical Center Health Plan

“Everyone's using RingLead and they love it. It's really helping us out.” - Christopher Tribanas, Commercial Operations, Intermediate Analyst, UPMC Health Plan, Certified Salesforce.com Administrator

The University of Pittsburgh Medical Center (UPMC) Health Plan is the second largest health insurance provider in Pennsylvania. They work with commercial groups and government organizations, as well as individuals. With 250 Salesforce users, UPMC Health Plan uses Salesforce mainly for health insurance sales, as well as marketing campaigns.

The ChallengeUPMC was going through many Salesforce integrations, and they recognized messy data impacting their quoting system, their reporting, their ability to merge records, and the inability to make enhancements. “There was only so much we could do when there was messy data,” shares Christopher Tribanas, Commercial Operations and Intermediate Analyst at UPMC Health Plan. He’s also a certified salesforce.com administrator. Christopher knew he needed to control the data coming into Salesforce, making sure he could recognize and merge duplicates, and make the data the best it could be.

In addition, bad data was continuing to come into Salesforce through three main avenues: manual entry from sales reps, web form submissions, and in-store entry. “With three different channels for Leads to come in, you're going to get duplicates,” says Christopher.

The Solution“I saw the messy data and I knew I needed something to help me out. I couldn’t do it alone,” says Christopher, “So I started researching different solutions, and we chose RingLead.”

With RingLead implemented, UPMC Health Plan started removing duplicate Accounts and Leads. “I am happy to say that all the Accounts and Leads were merged,” shares Christopher, “Everyone's using RingLead and they love it. It's really helping us out.”

The Results“Before RingLead, we were bleeding, we just didn’t know it until I started investigating. We learned that the quality of the data was not that great, and every time we exported a report, I always had to go into Excel and modify it. Now with RingLead, our Salesforce reports are clean and ready to go,” shares Christopher.

Reduced the amount of manual time it takes to find and merge duplicates

Created clean Salesforce reports so there was no longer a need to check the data

Able to remove all duplicate Leads and Accounts in two months

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