Zoho Implementation for Healthcare Company
Client Overview
The client is a leading gynaecologist based in London who uses Zoho Solutions for patient management and communication.
Requirements
Streamline Operations with Zoho
Key Objectives
- Simplify patient booking, communication, records, and social media management.
- Automate workflows for better efficiency.
Implementation Details
- Use Zoho Booking for appointment scheduling.
- Automatically create patient accounts in Zoho CRM upon booking.
- Greet patients automatically after each booking.
Drip Email Campaign Features
- Send email campaigns to leads, accounts, and contacts.
- Convert responses into leads and trigger the next email via workflows.
- Auto-follow-up emails if no response in 3 or 15 days.
- Trigger status-based emails automatically.
Solutions
Automated Workflows with Zoho Customization
We customized Zoho CRM, Campaign, Bookings, Social, and Deluge to automate key processes. Webhooks and custom functions enabled seamless data flow, while workflows automated tasks like creating CRM records for new bookings. This eliminated manual efforts and ensured real-time updates across systems.
Optimized Drip Email Campaigns
Zoho Campaign was enhanced with workflows to automate drip email campaigns. Emails were triggered based on lead responses or status changes, with follow-ups sent after 3 or 15 days of no reply. Deluge scripting personalized these campaigns, improving engagement and lead nurturing.
Integrated Social Media Management
Zoho Social was integrated to align social media interactions with CRM data. Custom Deluge functions automated updates between platforms, ensuring consistent communication and streamlined data management. This unified system improved efficiency across all customer touchpoints.
Technologies
Business Impact
We Create a Valuable Difference
Automation enabled by
Improvement in productivity by
Outcome
The customized Zoho solution streamlined the client’s operations, automating appointment bookings, patient communication, and marketing workflows. Integrating Zoho CRM with Bookings and Campaigns ensured real-time data updates, reducing manual tasks and improving accuracy.
Patients now enjoy a seamless booking experience, with automated follow-ups enhancing engagement and satisfaction.
With optimized drip email campaigns and integrated social media management, the client achieved higher engagement rates and stronger patient relationships.
This tailored automation not only boosted operational efficiency but also allowed the client to focus on delivering exceptional care, positioning them as a leader in patient-centric services.
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