HEALTH CLOUD
Service Cloud for Health Coaching
“The Techmindware team that we worked with was responsive to our requests and actively listened to our business needs to ensure they delivered the right solution.”
Wendy
Project Manager
CornerStone
Challenge
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Cornerstone Health works with large, self-insured employers – creating interactive platforms that encourage and reward healthy behavior through health assessments and coaching.
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They wanted to bring its health coaching and advising in-house, and needed a call center system to support and capture the interactions.
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The portal needed to easily record and report those interactions, while protecting privacy and meeting HIPPA guidelines.
Solution
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Created a special Salesforce console for coaches and advisors.
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Configured Softphone layouts to display and capture relevant information for both incoming and outgoing calls.
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Added Computer Telephony Integration (CTI) to Five9 Call Center to manage calls.
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Utilized Salesforce profiles and roles to maintain privacy by limiting data visibility.
Results
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Service Cloud platform allows better direct communication between coaches and consumers.
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Effective and efficient tracking of information over time.
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Source of truth for interactions between consumers and company.
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Offering in-house health coaching drives new business.
