The Client

Salutem Healthcare, a UK-based residential healthcare operator and investor providing residential healthcare and education services for more than 1,350 adults and children, approached us with a desire to implement a platform that would drive productivity and support the activities of more than 3,000 members of staff.

Business Challenge - Western Union
Business People in Salesforce Meeting

The Business Challenge

The client wanted to bring a solution to a business-aligned position, embedding the system within the various existing operational processes and activities within the organisation. We discovered that early design choices when implementing Salesforce had led to poor data structure – which allowed data quality issues to manifest and, crucially, prevented the maintenance of historical data.

The team of economics essay writers at your disposal includes editors, academic experts, and customer support staff. You can rest assured that you’ll receive excellent economics essays, no matter how complex they may be. Our team of professional economists has years of experience and understands the requirements of lecturers. Thus, we know what our lecturers expect of us, and can deliver exceptional work for our customers. But despite our high-quality service, you should keep your budget in mind. Not all companies charging high prices have the best writers.

The Solution

Consleague’s Solution Director worked closely with the Salutem team to perform an investigative analysis of the current and desired future states. We obtained a log of observations relating to areas of feedback received from the Salutem team, whereby systemic or process-related improvements would yield significant benefit to the Organisation.

Through this process, each observation enabled Consleague to identify a recommendation that resulted in positive process or technological changes.

Our recommendations delivered significant improvements that would not only address the current concerns of the organisation, but also deliver enhancements that would add considerable value to the overall technology platform.

Beginning with an issue that was of great concern to the Salutem management team, we set out to implement a refreshed data model that accurately modelled each of the business services, in turn, successfully providing the client with rich and robust management Information.

The Results

As a result of Consleague’s recommendations, Salutem proceeded with the delivery of the platform resulting in:

  • Reports and dashboards created to drive calls to action and summary reporting
  • Object types introduced to facilitate data capture and workflows and non-relevant fields removed
  • Page layouts to provide a more engaging and productive user experience
  • Introduce the concept of a consumer-centric view that facilitates the movement of customers between services
  • Utilise workflows and automation to upload new fees centrally (for current or future years)
Salesforce Customer Success
  • Introduce automation that ensures that data quality is applied at the right point in the overall processes
  • Utilise mandatory fields and info panels to draw attention to data entry errors
  • Calculation of fees (logic and associated architecture) in Salesforce to provide end to end fee management within SF
  • Salesforce contract management to store contracts against accounts and contacts
  • Synchronisation Salesforce & Sage – Sage receives information in relation to billing & SF receives payment info
  • SF opportunity teams for multiple people to be involved in processes at different stages & with differing authorities

We are pleased to report this project progressed to the implementation stage.

Get Quote on Salesforce Solutions

“Incredibly knowledgeable and personable – able to very quickly work out the business both from a product supplied perspective and analysis of the personalities at play.”

Salutem BD Support Manager

Are you ready to start?

Book a 30-minute call with one of our Solution Experts to discover how Consleague can help your business.

Book a call