endorsedCompleted

CRM Implementation for Medical Clinic

Services Covered:

Custom Software Development • Salesforce Solutions

Industry

Healthcare

4 months

Budget

10K - 49K

Start Date

1 February 2022

Team Size

1-5

Engagement Model

Onshore

Project Capability Score (PCS)

75/100

Good

Project Capability Score (PCS) estimates how capable Team Connect Ltd 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

Confidential

Poland

Project Summary

Team Connect Ltd. built a CRM solution for a medical clinic to manage patient relationships, service sales, and marketing campaigns. The vendor ran a workshop, proposed a solution within two weeks, and provided account-level support (contact via email and Slack). The client reported that the CRM met their needs and improved knowledge flow between doctors and facilities.

Key Challenges

Implement a CRM to manage patient relationships, sales, and marketing activities
Coordinate customer knowledge sharing between doctors and facilities
Centralize patient service information and histories

Project Deliverables

CRM tailored to manage patient relationships, sales, and marketing activities
Workshop and proposed solution delivered after requirements-gathering
Implementation and account management support by a Salesforce Business Unit Manager

Project Solution

A Team Connect representative met with the client, ran a workshop to gather requirements, and returned with a proposed CRM solution within two weeks. The vendor implemented a CRM tailored to the clinic's needs to manage patient relationships, sales and marketing activities. The client had contact with one vendor representative who acted as a Salesforce Business Unit Manager / Account Manager.

Project Outcome

Delivered a CRM that manages the entire patient service process
Established a flow of knowledge between doctors and institutions
Enabled tracking of patient interactions, services used, and marketing engagement

Platforms

Tech Stack

Salesforce

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Through their partnership with Team Connect Ltd., the client acquired what they wanted — a CRM that would help them manage their entire patient service process. The client also appreciated how the vendor was able to understand their needs and offered them a suitable solution.”
Anonymous
Company Owner
Date: 07/22/2022