Candid Health collaborated with Wise Wolves to enhance organization and automation in their Salesforce instance, focusing on streamlining renewal opportunity management. Wise Wolves empowered Candid Health to effectively track, monitor, and close renewal opportunities, driving sales growth and improving overall performance.
In order to improve organization and automation within their Salesforce instance, Candid Health partnered with Wise Wolves. The primary goal was to streamline the management of renewal opportunities throughout the sales pipeline. Wise Wolves successfully enhanced Candid Health's Salesforce instance by organizing and automating the renewal opportunity management process. Customizing the opportunity object, developing automation, setting up activity capture, and building informative reports and dashboards empowered Candid Health to track, monitor, and close renewal opportunities, ultimately driving sales growth and improving overall sales performance.