Track 3C: Gap Analysis - Leveraging Subject Matter Experts

Perform a Gap Analysis. Once your customer has purchased and read the publication, they are ready for a deeper conversation about performing a Gap Analysis and preparing for their survey. This track covers:   LEVERAGING NCQA SUBJECT MATTER EXPERTS (SMEs)     LEARNING OBJECTIVES✅ 1) Determine if SMEs are needed 2) Find the appropriate SMEs 3) Send Cases to SMEs 4) Schedule and lead a customer call with SMEs   TOOLS️ 1) Pre-Call Planning Guide & Checklist - IP 2) Email Templates 3) Case Handbook 4) Product-specific Program Fact Sheet   TRAINING ACTIVITIES Worksheet / activity: 1) Determine if SMEs are needed 2) Identify who the appropriate NCQA subject matter would be for the opportunity using SharePoint intranet pages 3) Shadow an existing opportunity call with a subject matter expert (or watch a recorded call) and review the opportunity record in Salesforce