Mission:
Christian Care Ministry is a faith based nonprofit whose mission is to connect people to a Christ-centered community wellness experience. Through the Medi-Share program, constituents are able to attain affordable and reliable health-care alternative programs and services.
Salesforce Products:
- Sales Cloud
- Service Cloud
- Agentforce
- Data Cloud
- MuleSoft
- Heroku
CHALLENGES:
Missed opportunities: Leads are not prioritized effectively, resulting in delayed follow-ups and reduced conversions.
Inconsistent outreach: Sales reps use non-standardized processes, creating variability in applicant experience.
High administrative burden: Reps spend significant time on manual tasks, limiting capacity for meaningful conversations.
Customized Salesforce setup: A heavily customized environment with an extreme amount of technical debt that hinders scalability.
SOLUTION:
Customized Salesforce setup
A heavily customized environment with an extreme amount of technical debt that hinders scalability.
AI-driven predictive lead scoring & distribution
Increasing conversion rates.
Custom sales cadences and work queue automation
Increasing communication effectiveness and reliability.
Email templates and automation rules
Ensuring consistency, compliance, and branding.
Migration to Lightning enabled Salesforce platform
Reducing technical debt and provide scalable future proof solution.
PROJECTED ROI:
+10% increase Lead-to-member conversion rate
+40% increase new lead generation
