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Salesforce Sales cloud CRM for Addiction treatment

Industry: Financial Services

Salesforce Cloud CRM for addiction treatment providers

One of the popular addiction treatment providers in South Africa who are having 25 years of experience in this field is looking for a centralized CRM solution that can automate the process of Sales, Marketing and services. Technology Mindz provided Salesforce Sales cloud CRM solution which can manage the Insurance Verification, Travel, Payments, New Client Onboarding, Pre-Assessments, and Customized Notifications all together.

Challenge

Lack of automated sales, marketing and service processes. Manual data management and duplication of data. Time oriented process with limited functionalities.

Solution

centralized Salesforce CRM with sales cloud to synchronize and automate business processes for Sales, Marketing and Service with a detailed dashboard for monitoring.

Results

30% Increase in Sales and 50% in productivity. Further automated solutions reduced time consumption, saving operation costs and providing better customer experience and increased ROI.

The Objective

Client is known as the most trusted name in the field of addiction and co-occurring disorders, who believes that the gift of recovery is the biggest gift for a person. The company was managing the business process with the CRM but this CRM is not fully automated so this needs extra manpower. Also, this client was managing the data in excel which is not long-lasting and durable.

The Challenges

  • Lack of the automation required for sales, marketing and service processes.
  • Duplicate data
  • Lack of comprehensive big picture
  • Issue with tracking of a marketing campaign
  • Management of data in excel sheet
  • Dependencies on personal notes
  • Manually managing the data
  • Time oriented process with limited functionalities

The Solutions

  • Created a centralized Salesforce CRM with sales cloud to synchronize the business process for Sales, Marketing and Service.
  • Automated the process which includes Insurance Verification, Travel, Payments, New Client Onboarding, Pre-Assessments, and Customized Notifications.
  • Integrated telephony solution to enable real-time lead pop-ups and direct dial from Salesforce.
  • Provided a centralized dashboard for the employees and admin to give the complete details of the tasks respectively.
  • Created Salesforce mobile solution to access the data anytime anywhere

The Benefits

  • A centralized solution for business process management
  • Reduction in paperwork and excel sheets
  • 95% less time spent on putting reports together for meetings.
  • Enhancement in long term pending deals conversion rate
  • Increased in work efficiency of the organization

The Results

  • Increased in Sales by 30%
  • 50% increase in the productivity of the organization
  • Significant reduction in time by avoiding the data duplicity.
  • Achieved customer satisfaction by providing an automated solution
  • Save operation cost
  • Increased in ROI