HexaHealth : "HexaHealth Boosts Patient Engagement and Sales with Zoho CRM "
Introduction to the client
Embarking on a journey to revolutionize the healthcare industry, HexaHealth, a promising
health tech startup, sought to enhance patient engagement, automate sales processes, and
streamline operations. HexaHealth’s mission revolves around empowering patients to find the
right doctors and hospitals for their surgical needs. This health tech platform handles
everything from admissions, insurance, and financing to discharge and post-surgery recovery.
With the company’s exponential growth, the need for a resilient CRM system became
apparent, leading HexaHealth to collaborate with Absoft IT Solutions for a seamless
transition.
Business Challenges
HexaHealth navigated its operations using Excel and email, a system that struggled to keep pace with their expanding lead volumes. As delays, missed objectives, and database maintenance challenges mounted, the limitations of legacy tools became evident. The client sought Absoft IT Solutions expertise to address three primary challenges:
- Data organization and management
- Lead and customer support data management
- The enhancement of patient engagement through process automation
Implementation
Absoft with Zoho Apps Integration, introduced a system that revolutionized their workflow.
- Automated Leads Capture: Integration with social media, website, telephony, and messaging channels for seamless lead capture.
- Streamlined Patient Engagement: Automated notifications and scheduling processes, including OPD and IPD appointments.
- Order Generation and Invoicing: Integration for smooth processing of transactions, invoicing, and order generation.
- End-to-End Automation: From lead generation to patient discharge, the entire process became automated, eliminating manual interventions.
Transformation Results
The transition from manual to automated process was smooth, facilitated by Zoho’s user-
friendly interface and Absoft’s ongoing support. The benefits were tangible, including higher
customer engagement, increased sales, improved customer retention, and reduced time in data
access and management.
As a rapidly growing entity catering to the entire surgical journey – from admissions to post-
surgery recovery – HexaHealth recognized the imperative of a robust CRM solution to
support their expanding operations with the expertise of Absoft IT Solutions fortifying
HexaHealth’s foundations through a seamless Zoho CRM implementation; Thus, making the
transformation move in a positive direction.
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