Boosting Patient Engagement and Lead Conversion with Salesforce

Overview

Our client is a leading US-based medical technology company. It relies on a connected Salesforce platform to engage patients and practices and convert more leads.

Business Complexity

The client wasn’t getting the expected value from Salesforce. Disconnected patient, doctor, and practice interactions, unsynced consent data, and underused automation created engagement gaps. 

Action

  • Defined an end-to-end architecture connecting the website, Sales Cloud, and marketing.
  • Implemented two-way consent sync and redesigned the preference center.
  • Automated campaign data flows.
  • Introduced a high-velocity sales process.
  • Created a connected experience between patients and dental practices, with better lead management and automation driving more patient sign-ups and higher conversions.

Tech Stack

  • Salesforce Sales Cloud
  • Marketing Automation
  • Campaign Data Automation

Impact

  • 30% increase in lead conversion
  • 800+ new patient sign-ups
  • 4 months implementation duration