Case Study: Tri-County Hearing
HEADQUARTERS: Leesburg, FL USA
EMPLOYEES: <10
INDUSTRY: Health Care (Audiology)
SOLUTIONS: Health Cloud / Sales Cloud / High Velocity Sales
Providing hearing solutions customized to every patient’s specific needs, Tri-County Hearing Services utilizes state-of-the-art testing and fitting equipment to provide clients with an unsurpassed level of comprehensive hearing care on the leading edge of hearing technology.
Challenge
As a new health care start up serving the Central Florida area, Tri-County Hearing Services needed a digital customer relationship management infrastructure to:
- 1. Store and track leads
- 2. Automate follow up tasks
- 3. Make sales assignments using High Velocity Sales
- 4. Create reports based on client, patient, appointment type, and more
Solution
This implementation provided the customer the ability to:
- 1. Automate routine sales tasks
- 2. Create visibility for email and calendar activity in Salesforce
VALiNTRY360 helped Tri-County Hearing Services create success by:
- 1. Customizing Health Cloud’s Patient Relationship Management (PRM) functionalities specifically to the Hearing Aid & Audiology vertical
- 2. Overlaying High Velocity Sales to enable timely follow up with patients
Results
As a result of VALiNTRY360’s efforts, Tri-County Hearing Services has experienced:
Locations Strong in Central Florida Region
Ability to touch each patient 7x in 60 days, without the need for significant programming
PLUS:
- 1. Elimination of Excel spreadsheets for customer tracking
- 2. Automatic assignment of leads to Care Coordinators via APIs/Automation
- 3. Improved visibility and transparency into the PRM process leading to greater accountability for all employees
- 4. Ability to personalize customer cadences without outside assistance