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Build a Salesforce Roadmap Out of Manual Process Hell


You have a vision for your department, and a slew of manual processes is not part of it. Bringing your business into the digital age can seem like a daunting task—where do you even start, and how do you get buy-in from your stakeholders? The vision is only half the battle. The next step is getting everyone together to build a well thought out strategy that revolves around people, process, and technology. With the right roadmap, your vision is closer than you think!

In this webinar, you’ll hear from Matt Nyquist, Vice President of Digital Health and Coaching at Optum. Optum’s coaches were stuck in manual processes hell with every coaching call requiring a lot of "swivel chair" activity between disparate systems and technologies, leading to double documentation, and lengthy call times. But Matt knew there was a better way, he just needed a roadmap and the right technology.

Join Magnet 360, Mindtree’s Salesforce Center of Excellence, on Thursday, October 12th at 1:00 p.m. CST, to learn more about how Optum’s roadmap and implementation of Salesforce Service Cloud and Marketing Cloud has helped them:

· Eliminate 72% of the administrative tasks that coaches did on a daily basis

· Increase the amount of members they have been able to service by 20%

· Save 15 minutes per labor hour per coaching hour

Don't miss out on this insightful webinar! Register today!



Vice President of Digital Health and Coaching, Optum

Matt Nyquist is the Vice President of Digital Health and Coaching at Optum. Optum is a division of United Healthcare which is a Fortune 6 company. The business unit he leads includes some of the some of the wellness industry’s largest programs including smoking cessation, nutrition, exercise, weight management, sleep, stress, heart health and family wellness. Throughout his career he has transformed struggling businesses into digital first consumer centric business models that driven growth and profitability. Prior to Optum Matt was the leader of the Health Pilar (1 of the 3 business pillars) at Life Time Fitness. He lead the transformation and consolidation of the biometrics screening, health coaching, member rewards, digital health and clinics products into an industry differentiated solution. Prior to that Matt spent 15 years in the medical device industry with over 10 years at Boston Scientific. He helped drive growth through various leadership roles in sales and operations as part of the cardiology, rhythm, vascular and oncology businesses.


Senior Director of Global Strategy Services, Magnet 360

Mike Lingo is the Senior Director of Global Strategy Services at Magnet 360. He brings 25 years of success in information technology, software and consulting environments. Mike’s focus is on delivering value to customers and unlocking the benefits of Salesforce solutions by designing customer interactions and experiences and mapping the value of those experiences to build a roadmap for execution. Mike’s strengths in solution vision, customer journey building and management consulting allow our clients a unique perspective into how to maximize value and adoption in omnichannel, global salesforce environments, and solutions.


Strategic Account Director, Magnet 360

Jamey Wojciechowski is an Strategic Account Director at Magnet 360. He is a collaborative business leader with a passion for building technology enabled business capabilities. His 18 years of experience spans consulting, account management, Fortune 100 retail I.T., program management, and marketing. He brings a strategic business and technology lens in pursuit of driving client outcomes and leverages a variety of tools to accomplish them.

Build a Salesforce roadmap

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