Streamlining addiction treatment operations with salesforce CRM
The client is one of South Africa's leading addiction treatment providers, with 25 years of experience. They are well-known for offering comprehensive services to those struggling with addiction and co-occurring disorders.
The client required a centralized CRM solution capable of automating their sales, marketing, and service processes. They sought to eliminate the inefficiencies caused by manual data entry and management through Excel. Their goal was to increase productivity, enhance reporting capabilities, and improve client service.
We implemented Salesforce Sales Cloud CRM to centralize all business processes, including insurance verification, client onboarding, and payments. We automated workflows and integrated telephony for lead management, enabling real-time communication. A mobile solution was also developed for easy access to data, ensuring employees could stay connected and efficient from anywhere.
The client’s sales, marketing, and service processes were manual, requiring extra manpower to complete tasks such as insurance verification, client onboarding, and payments.
Data management was inefficient, as the client relied on Excel sheets, which resulted in duplicated and inconsistent information.
The client struggled to track marketing campaign performance effectively, leading to missed opportunities and a lack of insights.
Sales and service teams depended on personal notes to track progress, which created disorganization and hindered communication across teams.
The existing CRM lacked the necessary tools for comprehensive business process management, leading to time-consuming manual entry and reporting.
- 1
Implemented Salesforce Sales Cloud CRM to centralize the sales, marketing, and service functions, allowing for better data management and process automation.
Automated key workflows, including insurance verification, payments, client onboarding, pre-assessments, and customized notifications, reducing the need for manual interventions.
2- 3
Integrated a telephony solution to enable real-time lead pop-ups and direct dialing from within Salesforce, improving lead tracking and response time.
Developed a comprehensive dashboard for both employees and administrators to track ongoing tasks, manage client interactions, and access performance data in real-time.
4- 5
Created a mobile version of the Salesforce CRM, allowing employees to access data on the go, ensuring they stay connected and productive from anywhere.
- 30% Increase in Sales: The implementation of an automated sales process led to a significant increase in sales, as tasks such as lead management and client onboarding were streamlined and more efficient.
- 50% Increase in Productivity: With automation in place, teams were able to focus on high-value tasks instead of repetitive manual work, boosting overall productivity by 50%.
- 95% Reduction in Report Preparation Time: The automated reporting capabilities of Salesforce CRM reduced the time spent preparing reports for meetings by 95%, allowing teams to focus more on strategy and client engagement.
- Cost Savings: By reducing manual processes and improving efficiency, the client was able to save on operational costs, particularly in areas such as data management and reporting.
