Case Study
Centralize healthcare data with Salesforce to enhance patient management and financial operations.
Discover how integrating Salesforce revolutionized Smile Source’s operational efficiency and financial management.
engagement type
Estimated Project
product
Sales Cloud
industry
Healthcare & Life Sciences
Smile Source, established in 2006, empowers independent dentists by providing practice management, continuing education, marketing support, and significant buying power.
Overview
- Key Challenges: Outdated CRM and poor integration hindered member data management and decision-making.
- Key Solutions: Configured Salesforce, integrated HubSpot and Sage 300, optimized reporting.
- Key Impacts: Unified data improved operational efficiency and billing processes.
challenges
- Legacy System Inefficiencies: The legacy CRM was outdated and lacked user-friendliness, complicating member data management and entry.
- Customization and Integration Issues: Inflexibility and integration problems with Sage CRM and HubSpot hindered workflow adaptations and effective member management.
- Data Delays and Limited Analytics: Data synchronization delays and limited analytics impaired timely decision-making and revenue cycle management.
Solutions
- Salesforce Sales Cloud Implementation: Configured to streamline member data management with intuitive UI/UX.
- Advanced Integration and Data Management: Enhanced Salesforce integration with HubSpot and Sage 300, including real-time data synchronization for seamless clinical workflows.
- Reporting and Workflow Enhancements: Tailored Salesforce's reporting tools and streamlined data processes to enhance member analytics and optimize administrative tasks.
Impact
- Unified Data Management and Decision-Making: Salesforce became a centralized hub for member and operational data, improving decision-making.
- Boosted Efficiency: Improved workflows and data practices increased service delivery efficiency and member satisfaction.
- Optimized Financial Workflows: Real-time sync between Salesforce and Sage 300 streamlined revenue cycle management, reducing billing delays.
