Established Treatment Center Realizing the Benefits of Salesforce

Client Overview

Client has over 25 years of experience in the field of Addictions and Co-Occurring disorders. They believe the greatest gift a person can receive is the gift of recovery. They are one of the most trusted names in Addiction Treatment in the South Florida area.

The Challenge

  • The current CRM system lacked the automation required for sales, marketing, and service processes.
  • Multiple disconnected systems leading to effort and data duplication and lack of comprehensive big picture.
  • Marketing campaign effectiveness was not being tracked.
  • Too many dependencies on personal notes and excel resulting in information silos.

Mirketa Solution

  • Mirketa worked with the client to layout the to-be business processes for Sales, Marketing, and Service. Included all the variations of needs from all lines of businesses.
  • Automated the processes using Salesforce Sales Cloud which included Insurance Verification, Travel, Payments, New Client Onboarding, Pre-Assessments, and Customized Notifications.
  • Onboarded the company on Chatter for communication.
  • Integrated telephony solution with Salesforce to enable real-time lead pop-ups and direct dial from Salesforce.
  • Created dashboards for executives and reps to give a view of the big picture relevant for the jobs.
  • Deployed Salesforce1 mobile solution to give Sales reps the ability to collaborate and access data on the go.

Value Delivered

  • The ability to close a sale in one call increased by 30%.
  • 50% increase in productivity in the call center.
  • 95% Less time spent on putting reports together for meetings.
  • 35% Less dropped deals due to the systems notification and reminders built into the workflow.
  • 25% of long-term pending leads converted to opportunities due to time-based workflow notifications. .
  • Over 50 hours a week saved by not having to duplicate data entry from system to system.

Podcasting is hard work! It’s such a relief to have a team like Acast who can help us recognize and field big opportunities.

Office Locations

11501 Dublin Blvd STE 200, Dublin, CA 94568, USA

B-4/5 First Floor, Sector- 63, Noida 201301, India

Level 9, Raheja Towers, 26-27, Mahatma Gandhi Road, Bangalore