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.
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