Industry Case study
Healthcare
Specialist healthcare provider leverages Salesforce to manage relationships with medical practices and GPs to boost referrals
Our Clients’s Challenges
GPs and medical practices refer patients to this specialist provider of health care services. They have been using a customised version of an off the shelf Electronic Medical Records (EMR) software as their core record keeping system for many years.
Relationships with the GPs and medical practices is crucial for them to sustain the flow of referrals and grow the business. The EMR was not able to support their relationship management needs. Even basic reporting centered on individual GPs and Practices was tedious and often unreliable.
Salesforce Solution
We delivered a medical practice and practitioner centric CRM system that allowed the client to consolidate the EMR referral and invoicing data.
This data is extracted from the EMR system every night, then sanitised programmatically as far as possible before updating the data into the CRM system. We also delivered custom tools to cleanse and update any data that could not be processed programmatically.
We built numerous reports and dashboards that allowed them to view GPs and practices based on a variety of referral trends. They are now able to identify the need and develop their marketing initiatives in a targeted way.
The Impact
Clear visibility of GPs and Medical Practices that provide referrals
Easy to spot changes in the referral patterns and trends, especially discovering GPs and practices that have stopped referring
Consolidation of relationship data at GP level as many GPs work in multiple practices, just as practices employ multiple GPs
Easy to spot movements of GPs from one practice to another
Targeted and situation specific marketing & relationship management initiatives
Hit the ground running
Cross-Industry Salesforce Experience
Over the years we have partnered with businesses in several industries. Every new engagement is an opportunity for us to build upon our industry knowledge as well as leverage our previous learnings into the engagement.
Whether we have worked specifically in your industry sector or not, you benefit from our cross-industry experience as we hit the ground running.
Contact Us
Atlas Consulting Pty Ltd
Consulting and AppExchange partner
Level 12, 64 York Street
Sydney 2000
+61 2 9114 1010
