endorsedCompleted

Salesforce Implementation for Medical Licensing Company

Services Covered:

CRM Solutions • Custom Software Development • Application Integration • UI/UX Design

Industry

Healthcare

Duration

1 month

Budget

Less than 10K

Start Date

1 March 2019

Team Size

1-5 Employees

Engagement Model

Offshore

Project Capability Score (PCS)

72/100

Good

Project Capability Score (PCS) estimates how capable Lightpoint Global is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Medical Licensing

Miami, United States of America

Project Summary

Lightpoint implemented Salesforce for a medical licensing company to automate manual business processes including workflow automation, DocuSign integration, expense and invoice automation, and reporting dashboards. Within one month the client saw increased profits and conversion rates and significantly improved sales and marketing productivity. The vendor worked iteratively with daily meetings and provided responsive, practical counsel.

Key Challenges

Automate multiple manual business processes including application recording and status tracking
Send automated status notifications and expiring license reminders
Automate invoicing and in-house cost calculations
Engage new leads with behaviorally customized communications
Lack of in-house developers to implement a top-tier CRM and increase sales and marketing productivity

Project Deliverables

Workflow automation
DocuSign API integration
In-house expense calculator and invoice automation
Reporting tools and dashboards
UI improvements using Lightning Web Components

Project Solution

Lightpoint automated workflows to track every stage of the application process, monitor license statuses, and send automated reminders and notifications. They integrated Salesforce with the DocuSign API to enable online signatures, implemented in-house expense calculators and invoice automation, developed reporting tools and dashboards for internal metrics tracking, and improved the UI using Lightning Web Components.

Project Outcome

Increased profits and conversion rates within one month
Dramatically increased sales and marketing team productivity through access to key metrics and indicators
Faster identification of problems and solutions via new reporting and dashboards

Platforms

CRM
API/Integration Platform
Web

Tech Stack

JavaScript
REST API

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Within just one month, profits and conversion rates increased. Internal productivity improved significantly. Agile and easily accessible, the Lightpoint team provided critical counsel and actionable insights. They facilitated a well-structured project, with regular meetings and task tracking.”
David Ivaniuk
CEO
Date: 04/16/2019