Driving Accuracy for a Disease Management Leader

Our client is a U.S. home-based respiratory therapy provider delivering device-enabled care, remote monitoring, and 24/7 clinical response for chronic pulmonary and sleep cohorts. The organization extends impact through flexible staffing solutions and behavioral health support, aligning outcomes with cost and experience goals.

• Limited utilization of Salesforce across multiple business divisions.
• Data integrity issues impacting decision-making and reporting.
• Insufficient and inefficient reporting capabilities.
• Lack of integration between Salesforce and other critical systems.
• Complex sales process involving multiple stakeholders and workflows.
• Challenges managing insurance contracts across multiple states.

• Upgraded to Salesforce Lightning for improved usability and performance.
• Implemented custom roles and profiles to ensure data integrity and access control.
• Integrated external data sources to enable unified and accurate insights.
• Enhanced reporting functionalities for better visibility and decision-making.
• Adopted a phased rolloutstarting with sales rep enablement.
• Streamlined insurance contracting processes in subsequent phases.
• Leveraged Korcomptenz’s Salesforce expertise and agile methodology for efficient delivery.

• Reintroduced Salesforce successfully to sales reps, streamlining sales workflows.
• Boosted productivity through improved usability and system adoption.
• Enabled data-driven decision-making with enhanced reporting and analytics.
• Integrated external data sources for a unified view across divisions.
• Streamlined insurance contracting processes for better efficiency and compliance.
• Ensured timely contract renewals and maximized insurance coverage opportunities.