Our Work

Best in Class CRM Solution

Highmark was looking for a better, faster way to share information and improve cross-selling opportunities throughout its vast network of providers and groups.

They needed an enterprise-wide solution that could be implemented quickly and with little disruption to their business. 

Highmark
Health Insurer
Summa Services:
Partner Solutions Used: Salesforce

The Opportunity

Pennsylvania’s largest health insurer had 4.8 million members and many subsidiaries that couldn’t easily work together. 

  • Separate lines of business, processes and IT systems made collaboration and cross-selling difficult
  • Customer information was fragmented
  • Highmark asked Summa to connect the enterprise quickly, smoothly and cost-effectively 

The Approach

Summa developed a Salesforce Automation (SFA) solution with no costly rebuild. 

  • Created a technology map that outlined each business unit’s needs
  • Used Software as a Service (SaaS) expertise for solution compatible with legacy systems
  • Integrated group sales across divisions, automated products
  • Led implementation and integration of Salesforce solution into existing systems

The Results

Highmark has one platform with multiple connections. 

  • Gives 360° view of customer and enables coordinated communications
  • Solution tailored to needs of sales team
  • Reduced Total Cost of technology Ownership and need for additional personnel
  • Increased user and customer satisfaction 
  • Provides more accurate sales forecasts
  • Has flexibility to grow and evolve as Highmark needs change
 
 
 

More of Our Work

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