Case Study
Effective Subscription Management
The business enacted automations and refined subscription renewals to reduce reliance on manual solutions, supporting future business expansion.
engagement type
Estimated Project
product
Sales Cloud
industry
Healthcare & Lifesciences
OhMD is a modern healthcare communication platform for clinical care coordination and patient communication.
Overview
- Key Challenges: Heavily reliant on manual solutions
- Key Solutions: Enacted automations; refined subscription renewals
- Key Impact: New system supports future business expansion
challenges
- Optimize the platform for effective subscription management
- Reliance on manual creation and tracking of opportunities and renewals
- Unreliable reports and poor visibility into current subscriptions and churn
Solutions
- Modified the data architecture and organized products & add-ons
- Developed a custom page for end-users to choose their product bundle while renewing the subscription
- Created dashboards to track renewals/upsells/downsells
- Automated renewals with relevant manual intervention to support upsell/downsell
Impact
- Scalable system: supports the future business expansion
- Effective subscription management: reduced churn in upcoming subscriptions/ renewals
- Management gained visibility into monthly subscription details: make informed business decisions
- Accurate forecasting details: able to strategize for the upcoming financial year
- Customized automation: increased productivity