Sales Execution Suite
Field Operations Suite
Marketing Suite
Healthcare
Education“LeadSquared helped us unlock much-needed visibility – both into our customer journey & internal processes. We have been able to derive valuable insights and make better, data-driven decisions. Overall, it has been a great experience and we look forward to a continued partnership with LeadSquared.”
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Activity Tracking
Pipeline Visibility
Database
Decision Making
The app is a HealthTech start-up with a vision to create digitally enabled and connected healthcare ecosystems for better health outcomes.
Currently, the company provides app-based platforms to three key stakeholders – Doctors, Patients & Labs and has also partnered with government initiatives like ABHA & CoWIN.
Before using LeadSquared, the app maintained leads & customer data on old-school tools like Excel and note apps. Here are some of the key challenges the company faced.
Maintaining and tracking leads on manual tools like excel sheets became infeasible as operations scaled.
Tracking end-to-end doctor journeys was not possible on disparate systems. Reports were unreliable and difficult to generate.
Without a centralized sales management system, there wasn’t any way to verify what the sales reps said vis-a-vis what they did. There was low transparency and lack of accountability.
Manual data-entry was high-effort, time consuming, and error prone.
While scaling operations, the healthcare app realized that they had to move from a set of scattered google sheets to a centralized database. They were looking for an all-in-one CRM that could handle all their telephony, inside sales & field teams. That’s where LeadSquared came in.
LeadSquared helped them consolidate & manage all their leads and processes on one platform.
Since each lead stays on the system throughout the sales process, data doesn’t have to be transferred or re-entered. This simplifies lead management, eliminates manual work, enables tracking and ensures secure storage of lead data.
With LeadSquared’s extensive lead-tracking tools, the app can monitor lead journeys all the way from capture to conversion. Teams can view details like source, interaction history & lead status in a single click.
For more detailed analytics, they leverage LeadSquared’s reports. LeadSquared has over 135+ detailed reports to help analyze every piece of your process – from campaign spend to sales closure-rates.
As every lead and its corresponding sales activity is updated on LeadSquared, managers now have a centralized platform where they can monitor & track employee performance.
For instance, managers can view how many calls/follow-ups have been completed by an agent and what leads are they working on. This way, they can ensure that pending tasks are being adhered to and the right leads are being prioritised.
LeadSquared’s powerful healthcare mobile CRM helps the app track and manage field sales representatives all over India.
Implementing LeadSquared has helped thehealthcare app centralize and automate their lead and sales management. This has facilitated data-driven decisions, optimized workflows and greater process transparency.
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