#WinningWithPartners

Optum Health Enhances Executive Efficiency with New Real-Time Optum GOPro App

Customer Profile

Challenges

• Optum Health executives faced difficulties in quickly accessing up-to-date information about their colleagues and the company's product portfolio.
• The lack of a centralized, real-time information retrieval system impedes their ability to effectively manage interactions and strategize product offerings.
• Capturing and organizing personal notes during interactions is cumbersome, leading to missed insights and inefficiencies.

Products Used

• Agentforce, Sales Cloud, Lightning Web Components

Partner Value

• Created an intuitive (in client's words: "toddler friendly") on-the-go app for executives to access client bios populated by their prep team, relationship details, and strategic opportunities.
• Enabled seamless voice-recording of notes and action items within Salesforce, right after client meetings, leveraging AI to clean up and summarize notes, ensuring timely and accurate follow-ups with the appropriate parties.

Customer Feedback/Quotes

• "I feel like it was such a huge success, and I feel like we got people using it ... and in general I think it just went really, really well. So, kudos to this team, many on the phone and many others."
• "It was a tremendous amount of work, and it paid off. So, everybody should just feel really, really good. And I got a message from [another executive] this morning. He recorded a couple more [meeting notes using the App]. So, I think that is a really good sign."

Salesforce Core Team

Salesforce Partner Team

Country

Industry

# of Licenses

Go-Live Date