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CASE STUDY · Healthcare provider & Medical Diagnostics

Bey Health Solutions

Industry

Healthcare provider & Medical Diagnostics

Client

Bey Health Solutions

Integration

“Tito” Attendance tracking tool

Products Used

Sales Cloud, Experience Cloud

Bey Health Solutions

Bay Health Solutions LLC. offers obstetrical and gyn ecological services/training modules along with laboratory workup.

01

The Brief

5 challenges

01

Difficult management of manual training business processes.

02

Absence of engaging website to show current programs and upcoming events and programs.

03

Higher resource count required to manage manual certificate issuance and open to human error.

04

Keeping track of people’s completed modules was manual.

05

No customer portal available tokeep customers engaged.

02

The Approach

Solution

01

Set up of Sales Cloud.

02

Set up of standard objects with layouts, permissions sets for different personas to make use of employee intuitiveness to increase throughput.

03

Setup of Experience cloud for customers to self sign up and maintain their selection of courses, past completed courses.

04

Setup of campaigns to showcase the upcoming programs to their customers.

05

Integration done with Tito through Zapier as middleware tokeep track of training attendances.

06

Set up standard salesforce objects to keep offer programs to customers.

07

Engaging portal built following gamification of modules tokeep customer interested.

08

Integration with POS to collect online payments. Integration with Conga togenerate certificates real time.

03

Stack & Tools

Sales Cloud
Experience Cloud

04

Impact

Increase in Customer engagement on portal.

Headcount reduction by 22%.

Automated certification issuance process.

Automated system allowed availability of training modules 24x7.

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