URAC is a 30-year-old nonprofit organization that provides accreditation for health industry providers. Since 2017, they have been with ITequality and using CPQ to provide quotes to the various health organizations seeking accreditation.
The quoting process involves multiple locations and different aspects of service in order to quote various interrelated certifications.
For 6 years and counting, ITequality managed services have helped pave the way for Salesforce’s success.
What URAC Says About Us:
Ashley and her team met all our needs. ITequality is patient and takes the time to transfer knowledge to our internal team so that we can become more self-reliant. I cannot recommend this team highly enough!– Maggie Cornett, Chief Information Officer – URAC
What challenges did URAC face before working with ITequality?
We first met after Ashley had presented on the topic of CPQ at Dreamforce 2017. We met up at a nearby diner and sat down with Maggie from the organization, and she said to us, “We don’t know how to make any new products inside CPQ”.
They had a CPQ implementation that left them without documentation or the ability to maintain the solution they had paid for.
The nonprofit organization’s system administrators at the time had limited prior knowledge of Salesforce CPQ implementation. Many of them were “Accidental Admins,” if you will. The wide variety of custom products they offer sometimes changes, requiring unique products to be added and removed precisely.
The system administrators did not have a go-to resource for advanced technical questions.
What solution did ITequality Provide?
- Educate in-house administrators to archive old products.
- Architect new products and configure them together so that administrators can support the new products.
- Document Salesforce to provide the team with a blueprint of the existing system architecture.
What were the results?
Working alongside ITequality has provided the organization with the ability for their new admins to skill up quickly and learn from experts. We are able to leverage our talented consultants to provide best-practice advice across the platform.
URAC has trusted us with their Salesforce needs since 2017. We have enjoyed helping this client become more self-sufficient, giving us more time to handle new things like e-signature, templates, and permissions.
Salesforce and the client’s needs may change over time — but our consistent service does not change. We work with our clients to meet their needs at all stages. If you’d like to learn more about how we may be able to help you, please book a meeting with us here.