Our Client is one of the leading solution providers for electronic health records (EHR), combined with Optional billing, medical scheduling, claim management, and modules related to mental health and developmental disabilities, and long-term providing of care.
The client wanted to align marketing and sales so that they could more effectively execute their mission of delivering innovative, life-saving products to consumers and hospitals.
Without a new solution, their systems would stunt their ability to scale.
1) Manual engagement tactics put the company at risk of losing its member-centered mission.
2) Data silos meant there wasn’t a source of truth for accurate member information
3) Marketing and sales were out of sync, data was not easily shared, and quoting was too complicated
1) A system of record built with the power of Sales Cloud
2) A custom implementation of Sales Cloud to enhance lead tracking and opportunity management
1) A unified data model improved member experience, reporting and communication
2) Faster authorizations, higher member satisfaction, and reduced operational cost
3) Enhanced opportunity, and contact management
4) Automated engagement and enhanced collaboration