Case Study: Tri-County Hearing

A medical practice listens to patients using Health Cloud.
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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.

GO LIVE DATE: May 2019

Challenge

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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

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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
Locations Strong in Central Florida Region
Ability to touch each patient 7x in 60 days, without the need for significant programming
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

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