“Reports is one of my favorite features in LeadSquared. It helps me closely monitor the lead inflow, sales, and most importantly the performance of my team. Implementing LeadSquared has improved the performance of my team by 60%”
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Increase in sales efficiency
Sales productivity
Monitoring
Secure data storage
Pahlajani’s Women’s Hospital is a specialty clinic for women, offering a wide range of gynecological services and infertility treatments. Established over 40 years ago, Pahlajani’s Hospital offers customized treatment plans that cater to individual needs. They aim to create and sustain an environment that is especially empathetic to the emotional needs of infertile couples and offer the best treatments with the help of the latest equipment and technologies.
The Sales Head at Pahlajani’s Women’s Hospital takes us through the journey of how they have been using LeadSquared to improve their sales efficiency over the course of a year.
The clinic has the vision to expand their branches across Chhattisgarh and Madhya Pradesh. In an effort to offer regular and consistent services to their patients, Pahlajani’s Hospital has been actively supporting their prospects and patients through phone calls and online consultations even through the COVID-19 pandemic.
As online appointments and consultations surged, Pahlajani’s Women’s Hospital needed a better way to collect and store patient records and data. The clinic had been using Excel sheets to manage new appointments, patient history, treatment records, and other vital information. This posed quite a few challenges.
The manual entry of data into Excel sheets took a lot of time and effort which would have otherwise gone into providing better service.
Once the leads were entered, sales managers were faced with the time- consuming task of manually assigning these leads to the respective sales representatives.
Pulling out patient data became quite cumbersome and involved sifting through numerous tabs, sheets, and devices.
Sales managers were unable to track the performance of their teams for several metrics like number of calls made, number of patients converted over a given period, etc.
Being a healthcare facility, the teams were constantly handling highly secure patient data which meant that data privacy and security needed to be managed with utmost care and precision
To combat the problems arising out of using the outdated method of entering and using data on Excel sheets and similar applications, the team at Pahlajani’s Women’s Hospital realized that it was time to start looking for CRM software. One that would ease the biggest challenge of all – the manual entry of data as well as the hassle in creating and managing accurate reports.
Soon enough, a CRM was implemented. However, the new system proved to be quite difficult and inefficient, which meant that the sales teams were back to square one.
In their search for a more user-friendly CRM, they finally landed on LeadSquared.
One of the biggest changes observed with LeadSquared is the increase in the efficiency of the sales teams at Pahlajani’s Women’s Hospital through automation.
Sales teams no longer spend hours creating, maintaining, and accessing Excel sheets for patient records. Instead, all the lead information is easily consolidated systematically and automatically within the CRM. Additionally, new leads coming from various sources like the website, Facebook, JustDial etc. can be tracked accurately ensuring zero lead leakage.
Patient records can be easily accessed with a simple click irrespective of whether the lead has just come in or has been in the system for a prolonged period.
Another feature that is a favorite in the sales team is the automated reporting achieved through the Reports feature. Metrics like number of calls made in an hour, in a day, patient conversions, etc can all be tracked from a single report, giving a 360-degree view into the performance of sales teams.
Being a healthcare practice, Pahlajani’s Hospital stores highly sensitive patient data within their systems. LeadSquared understands the responsibility of securing and protecting such data. To ensure the utmost confidentiality, LeadSquared has been certified as HIPAA compliant and has met key regulatory and industry defined standards, enabling them to securely store their data within the CRM without a thought.
LeadSquared enables Pahlajani’s Women’s Hospital to easily collect and manage all relevant information with respect to a patient so that the sales team can accurately track patient progress, treatment types, and other details, allowing them to offer personalized communications with the incoming patients.
Overall LeadSquared has helped the sales teams at Pahlajani’s Women’s Hospital to perform better, increase sales productivity, and save the time spent in manual tasks through automation.
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