Case Studies

After previously outsourcing its processing and management procedures, SPR experienced high overhead spending and low visibility. So, SPR wanted to:

• Reduce overhead spending
• Increase process visibility
• Bring management in-house
• Streamline in-out comms
• Create a community portal
• Track patients seeking care
• Build a foundation for growth

We configured Salesforce Experience Cloud and Salesforce Service Cloud to reflect SPR’s approval processes. We also built a ScreenFlow using the Salesforce Automation tool to streamline case amendments with integrated rules of validation for communication efficiency.

Finally, we created Salesforce reporting dashboards and trained the SPRCare Management team to export and evaluate in a standardized way.

Communication is now far more efficient and SPR can examine high-value metrics such as new provider registrations, case count, bottleneck identification, and team expansion (sitting at 300%).

• Real-time claim handling
• Increase comms efficiency
• 16% month-on-month user increase
• 23% case submission growth
• High Service Cloud adoption
• Reduced customer queries

C2Dx didn’t have a source of truth for its products in addition to its enterprise resource planning (ERP) system not being connected to the legacy CRM. This led to metric visibility loss. So, they wanted to:

• Gain a 360-degree client view
• Start cross-team collaboration
• Release a company-wide CRM
• Map the company’s territory

We identified and configured Salesforce Health Cloud and Pardot to reflect the business's internal processes. 

In addition, the account record was leveraged as the source of truth for the Sales team to review ERP data. 

Finally, enterprise territory planning offers seamless sales-to-marketing handovers.

With Salesforce implemented, C2Dx can now structure and automate previously manual processes.

• Standardized operations
• Eliminated guesswork
• Route planning efficiencies
• CRM data referencing
• Improved ROI
• Additional campaign layers
• Improved long-term planning

Using HubSpot for the sales pipeline and Microsoft Excel to manage services and marketing, VoxNeuro experienced a lack of standardization with fragmented data across incohesive systems that impacted scalability. So, they wanted to:

• Track pipelines and services
• Establish cross-team comms
• Dynamic and scalable system
• Enable internal team usage
• Enhance business operations

We implemented Salesforce Sales Cloud, Marketing Cloud, and NinjaForms.

Sales Cloud was leveraged for the sales to value and track lead opportunities with personalized integrations. The Head of Marketing was trained in Marketing Cloud Connector, Journey Builder, Email Studio, and Audiences. Finally, NinjaForms was integrated for non-developer customization.

VoxNeuro significantly reduced manual requirements for lead creation, response times, and lead qualifications based on data leading to:

• Effective pipeline reporting
• Easily traced assets
• Sales and service alignment
• A single source of truth
• Simplified knowledge sharing
• More efficient processing
• Scalability roadmapping

Without a centralized CRM, BLES’ growth was stunted. Sales activities were in individual inboxes, contracts resided in Google Drives, and accounts were elsewhere; so, there was fragmented information and a lack of clarity. Because of this, the company wanted to:

• Increase growth visibility
• Integrate a central repository
• Establish a foundational CRM
• Train staff on standardizations
• Effectively track and share

We implemented Salesforce Sales Cloud and integrated BLES’s pre-existing tools and accounts to broaden team visibility.

We also added account-based order tracking, built data dashboards to track market trends, and featured Salesforce Inbox to auto-capture client activities. 

Finally, a unique web-to-lead process was built to pre-qualify international distributors for global reach.

Since the implementation of this tailored solution, BLES has confirmed record ownership and use of the reporting dashboards for optimal business decisions.

• Automated operations
• Improved sales management
• Market trend analysis
• Top-tier account identification
• Effective KPI monitoring
• Sale closure attribute isolation
• Decreased rate of “lost deals”

Usage of Input Health as the electronic medical record (EMR) system was manual, impacting patient intake and referral. In addition, there were too many contact points between the patient and the Care Coordinator causing a loss of leads. So, Field Trip Health wanted to:

• Optimize patient engagement
• Create pre-established flows
• Manage growth-based KPIs
• Build a central repository
• Give appropriate data access

We configured a web form to provide key stakeholders with daily reporting visuals.

Acuity enabled matching for patients and coordinators via a self-serve portal so Salesforce could auto-capture bookings, emails, calls, and files. 

We integrated the EMR into Salesforce as the single source of truth for care plans, schedules, daily activities, patient lifecycles, and data reporting.

With Salesforce, knowledge transfer has become seamless and the largest impact has been the ability to effectively track, convert, and make decisions that enable company scaling. 

• Higher levels of automation
• Better patient-coordinator connections
• Lower time-to-consultation
• Increase lead convergence
• Historical lead data capture
• Re-engagement strategies

Due to siloed systems, lead handoff wasn't efficiently managed with leads often left untouched while a separate referral management team made it challenging to track program efficacy. So, Workit Health wanted to:

• Build a single source of truth
• Streamline patient acquisition
• Centralize all communication
• Track in a cloud-based system
• Support internal growth

With Salesforce Marketing Cloud, we built dedicated lead journeys with qualifying questions directing leads to suitable teams and giving the sales team full visibility of touchpoints.  

We also connected an EMR so the marketing team had optimized outreach.

Finally, we developed an independent referral management structure for KPIs.

With a connected experience, Workit Health's marketing team has an increased probability of enrollment while improved sales-marketing connections have bolstered company partnerships.

• Enhanced digital campaigns
• Higher conversion rates
• Improved data insights
• Automated sales handover
• Stronger lead impressions
• Eliminated guesswork

Bridges Health Partners requested manual Excel sheets from its partners. This caused in-house staff to dedicate 70% of their time to chase, collect, collate, update, pivot, and report. This led to tracking issues, so they wanted to:

• Produce consistent data
• Collect accurate external data
• Establish an adaptable portal
• Automate partner reporting
• Alleviate in-house man-hours
• Create reporting efficiencies

Salesforce Health Cloud, Experience Cloud, and Tableau became a self-serve portal enabling the viewing and tracking of growth. Field history tracking was also enabled to monitor monthly changes.

Health Cloud was built and configured with appropriate sharing levels.

Finally, we developed dashboards using the new data integrations so all users could view relevant KPIs.

With the maintenance, tracking, and reporting of physician rosters fully automated, Salesforce's dynamic platform has allowed for more strategic decision-making among executive teams of Bridges Health Partners. 

• New portal input cadence
• Manual work eradication
• Ensured data accuracy
• User-friendly interface
• High user adoption rates
• Real-time and accurate data

Fallene was using a foundational hosting platform without a central repository for customer and sales data. In addition, various teams used various silos, making for a challenge to process, standardize, and handoff. So, they wanted to:

• Gain a single tracking system
• Automate quote-to-cash
• Increase online conversions
• Simplify client activity capture
• Monitor clients against goals
• Enhance funnel insights

We used Salesforce Sales Cloud to track wholesale and private leads with custom tools that leverage calls, credit card processing, and document generation.

With DBSync, we connected Shopify, Shipstation, and QuickBooks to the new Salesforce account.

Finally, we developed a tool allowing for the selection, filtering, and configuration of "Opportunity Products" on one screen.

Our solution for Fallene eliminated the need for manual processes in the generation of order confirmation; thus freeing the sales team to focus on revenue-generating activities while reducing the product addition process from ten clicks to just four. 

• System merging from 5 to 1
• Automated payment process
• Higher product purchases
• High custom page tool adoption rate

Existing systems weren't integrated with each other leading to management difficulties and forecasting gaps. For example, the sales, talent acquisition, and delivery teams used different systems despite all tasks being revenue-generative. So, it wanted to:

• Reduce manually-heavy tasks
• Increase cross-team comms
• Improve system comms
• Accurately forecast revenue
• Create a single source of truth

We adopted Salesforce as a centralized platform for revenue-generating tasks.

Used for its integration, flexibility, and scalability, we configured it to mirror the existing operations in web-to-lead, opportunity lead, and contract management operations. 

We also integrated tools that capture real-time job orders, existing client resource requests, and project durations.

Aversan has seen exponential growth with Salesforce as the centralized system; teams now focus on growth and other revenue-generating activities while knowing they have a robust system to support scaling.

• Redundant process removal
• Accurate financial reporting
• Forecasted hiring processes
• Multi-contract tracking
• Exponential client growth
• Robust scaling support system