In the healthcare industry, managing patient care amidst complex challenges is crucial. Salesforce offers a game-changing solution. This case study delves into how Salesforce transforms healthcare by enhancing patient management, optimizing processes, and enabling data-driven decisions.
Client Profile
It is the largest manufacturer of optical systems and industrial measurement and medical devices, founded in India. They intended to build a base for modern optics and manufacturing together with other companies.
Challenges in Healthcare
The company was facing the following challenges in its day-to-day operations:
➢ The clients were required to migrate to Salesforce to have a solution to cope with their increasing volume of website call requests and not for any profit instance.
➢ The current Salesforce solution was not fit for the purpose they required. Therefore, there was a requirement for a new not-for-profit instance of Salesforce Solutions.
➢ The increasing number of call requests from their website increased the unmanageable level for their sales staff to call, and volume was predicted to grow exponentially.
Solution
Here is our solution:
➢ We worked with our client to develop a collaborative engagement where a local team is working together with the client to deliver a solution using Salesforce.
➢ On-time delivery of a configured Salesforce not for any profit instance
➢ The existing Salesforce solution is migrated onto the new, not-for-any-profit instance
➢ Migration of content from legacy marketing automation systems and delivery of marketing solutions.
➢ Automated lead nurture journey via CRM
➢ Contract generation and integration to lead formation for Salesforce
Benefits
The solution that was delivered was a fully functioning Salesforce solution, fit for purpose, with integration into a Marketing solution
➢ Using a collaborative team approach, the local team worked onsite to align with client goals and how their company preferred to engage with providers.
➢ The new and advanced Salesforce solution was aligned with business processes, and its transition to lightning gave the sales team renewed engagement with Salesforce.
➢ New leads were generated and formed from their website with the automated nurture journeys.
