Paul Peterson

My experience includes over 35 years of providing Strategy, Operations and IT consulting services to health care and financial services companies. I am a certified Salesforce administrator, I own a patent on CRM software, I have spoken about implementing CRM solutions, and have published articles about implementing solutions for insurance sales teams. We’ve led over 40 successful CRM engagements for such clients as AIG, Blue Cross Blue Shield of Florida, Change Healthcare, Unitrin, Blue Shield of Michigan that created new revenue channels by: Developing marketing, sales and service strategies that identify clients, understand what they value, and create a framework for delivering that value ● Creating new business processes to support the new strategies ● Implementing the Salesforce CRM tool to maximize the new business processes and support the creation of a lifetime relationship with a customer ● Integrating the Salesforce CRM tool with our clients’ existing technical infrastructure to ensure that data and processes are available to all stakeholders in the organization ● Training the operational staff to ensure adoption of the new processes and technology ● Creating analytical tools that ensure that the processes and technologies are creating new revenue for the organization ● Constantly monitoring the effectiveness of the CRM strategies to identify areas that need improvement or develop new strategies that take advantage of new channels to serve our client’s customers If you are interested in increasing your revenues and growing your company through proven processes, contact us today. I will share with you my thoughts on how to improve and grow your company. email: paul.peterson@petersonag.com phone: 615.838.3923