Sales and Marketing Cloud Implementation for Healthcare Technology Company

Sales and Marketing Cloud Implementation for Healthcare Technology Company

Industry

  • Healthcare Technology 

No of Employees

  • 30,000

Salesforce Products Used

  • Sales Cloud
  • Marketing Cloud Account Engagement

Services Provided

  • Salesforce Implementation
  • Customization
  • Integration
  • Support
  • Training

key highlights

25%

Increase in Sales

50%

Reduction in Approval Time

95%

Reduction in Data Duplication

100%

Seamless Data Integration

20%

Increase in Customer Engagement

About Company

  • Our esteemed customer specializes in providing technology-enabled revenue cycle management (RCM) and other healthcare support services.
  • With a workforce of over 30,000, they offer services such as medical coding, billing, and data analytics to healthcare providers, payers, and pharmaceutical companies.
  • By leveraging proprietary technology and automation, they improve efficiency, reduce costs, and accelerate cash flow. 
  • Their solutions are designed to enhance operational performance, improve patient outcomes, and streamline healthcare processes. 

Challenges Faced

  • Inefficient Sales Process: Struggled to establish a proper sales process, leading to inefficiencies and missed opportunities. 
  • Disorganized Web Pages: Inadequate organization of web pages, causing difficulties in navigation and workflow. 
  • Lack of Approval Process: Absence of a structured approval process, resulting in inconsistent decision-making and operational delays.
  • Data Duplication: Significant issues with data duplication, complicating data management and analysis.
  • Sync Issues: Problems with syncing between Salesforce and Marketing Cloud Account Engagement, causing data inconsistencies and misalignment.
  • Improper Campaign Configuration: Marketing Cloud Account Engagement campaigns were not properly configured, leading to suboptimal marketing efforts and reduced campaign effectiveness.

Solution

  • Streamlined Sales Process: Implemented a comprehensive sales process within Salesforce to enhance efficiency and ensure consistent execution of sales activities. 
  • Optimized Web Page Structure: Reorganized and optimized web pages to improve navigation and workflow, facilitating smoother operations.
  • Established Approval Process: Developed and integrated a structured approval process to ensure consistent decision-making and reduce operational delays.
  • Data Cleanup and Management: Conducted a thorough data cleanup to eliminate duplications and implemented best practices for data management to maintain data integrity.
  • Enhanced Sync Capabilities: Addressed sync issues between Salesforce and Marketing Cloud Account Engagement, ensuring seamless data flow and alignment between sales and marketing teams.
  • Configured Marketing Campaigns: Properly set up Marketing Cloud Account Engagement campaigns, optimizing them for better targeting and increased effectiveness, resulting in improved marketing outcomes.

Outcome

  • Improved Sales Efficiency The streamlined sales process led to increased efficiency and effectiveness in sales activities, resulting in higher conversion rates and revenue growth.
  • Enhanced Operational Workflow: Optimized web page structure facilitated smoother navigation and workflow, significantly improving overall operational efficiency.
  • Consistent Decision-Making: The established approval process ensured consistent and timely decision-making, reducing delays and enhancing operational control.
  • Accurate Data Management: The data cleanup and management efforts eliminated duplications, resulting in more accurate and reliable data for analysis and decision-making.
  • Seamless Data Integration: Resolving the sync issues between Salesforce and Marketing Cloud Account Engagement ensured seamless data integration, enhancing collaboration between sales and marketing teams.
  • Effective Marketing Campaigns: Properly configured Marketing Cloud Account Engagement campaigns led to more targeted and effective marketing efforts, driving better engagement and improved campaign performance.

See how Winfomi delivers the fastest time-to-value in the market