Insurance and HealthcareCognizant
Case Study

Running a Salesforce Practice of 65 Consultants

Insurance and healthcare clients

Practice LeadershipP&L OwnershipVendor ManagementProposals
40%Higher Client NPS
10 ptsHigher Margins
60%Proposal Win Rate
My Role

My Role

I was Salesforce Practice Director and Engagement Leader. I owned the P&L for a Salesforce practice portfolio in insurance and healthcare.

What I Did

What I Did

I introduced a new client communication and feedback strategy, managed vendors, and built the solution design and business case with the sales team on competitive proposals.

1

Introduced a new client communication and feedback strategy

2

Raised margins through vendor management

3

Built the solution design and business case with the sales team

Tools Used:

Salesforce
The Results

The Results

40%

Higher Client NPS

A relative increase, not points, across global Salesforce programs

10 pts

Higher Margins

Margins rose by 10 percentage points

60%

Proposal Win Rate

Share of competitive proposals won

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Next Step

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