Helped Adopts LeadSquared as Their Ultimate Patient Management Tool

amanda knight


“Everything that I needed in a CRM, LeadSquared had it all.”

helped

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Increased

Workflow efficiency

Efficient

Reporting and analytics

Zero

Lead leakage

Helped Loves LeadSquared For:

  • Easy implementation
  • No-code automation
  • Customization capabilities
  • User-friendly interface
  • Swift customer support
Increased

Workflow efficiency

Efficient

Reporting and analytics

Zero

Lead leakage

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About Helped

Helped is a full-stack growth solution for the healthcare space that specializes in assisting providers attract, convert, and manage high-value patients.

They encountered limitations in other CRM platforms they tested before LeadSquared. They found them lacking the flexibility to suit their needs. Additionally, they consistently harbored concerns about data security and potential lead leakage.

LeadSquared emerged as a comprehensive solution to address all their requirements. Its implementation facilitated streamlined workflows and operational efficiency and also provided a platform for seamlessly delivering their care solutions.

Challenges Before LeadSquared

1. Lack of flexibility

Before opting for LeadSquared, Helped tested out 4-5 other options. Unfortunately, these solutions didn’t provide enough flexibility to match their needs. They found it challenging to customize the platforms according to their specific requirements, hindering their ability to optimize processes efficiently.

2. Manual Processes

Due to the lack of automation and integration with other care tools, Helped had to rely heavily on manual data entry and management tasks, which not only consumed valuable time but also made their workflows cumbersome and prone to errors.

How LeadSquared Enhanced Helped’s Workflow Efficiency

With LeadSquared, Helped was able to bring down all their operations into one single platform. They could achieve:

Thorough implementation journey

Helped’s journey with LeadSquared implementation was characterized by thoroughness and close collaboration. They maintained weekly catch-up meetings with the LeadSquared team, ensuring consistent communication and progress tracking. Through a process of continuous iteration and refinement, LeadSquared diligently integrated Helped’s feedback until they collectively arrived at the perfect solution tailored to Helped’s needs.

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“I really appreciate that LeadSquared went that thorough with the implementation because, by the time we went live, it was perfect. It was exactly what we needed.”

Helped Adopts LeadSquared as Their Ultimate Patient Management Tool

Efficient reporting

LeadSquared constructed a customized report for Helped, enabling them to monitor 15 key data points ranging from lead generation timing to lead quality, clinic affiliation, and specific interests. This consolidated report effectively bundles all essential data points into a single, easily accessible format, streamlining Helped’s analytical processes.

Personalizations and customizations according to their needs

They often find themselves implementing changes independently, leveraging the platform’s user-friendly features. However, when faced with more complex challenges, Helped readily seeks assistance from LeadSquared’s dedicated support team, ensuring they can fully optimize the platform to meet their evolving needs. This leads to fewer dependencies when it comes to their day-to-day tasks.

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“I love how customizable LeadSquared is. Every time I have some idea that I’d love LeadSquared to be able to accomplish for me, there has always been a way to figure it out.”

Helped Adopts LeadSquared as Their Ultimate Patient Management Tool

Increased workflow efficiency

With LeadSquared, the team knows what they need to do each day, with simple processes in place. They no longer worry about losing data like before. With everything visible upfront, there’s more transparency and understanding, making work smoother.

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“It has been so helpful to have the Smart Views set up. Each of my team members knows that every day, they just have to jump into Smart Views, select the tasks that have been assigned to them, and work through that list.”

Helped Adopts LeadSquared as Their Ultimate Patient Management Tool

Responsiveness of the LeadSquared team

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“The first thing that impressed me was the responsiveness of the LeadSquared team. When I initially tried reaching out and seeing if I could get a demo, it was within 3 minutes of submitting a ticket asking for information that I received a phone call, a LinkedIn request, and a follow-up email.”

Helped Adopts LeadSquared as Their Ultimate Patient Management Tool

How LeadSquared Enhanced Helped’s Workflow Efficiency

With LeadSquared’s comprehensive solutions and dedicated support, Helped now operates with increased efficiency, streamlined workflows, and complete data security and transparency.

Experience the transformative power of LeadSquared for your business today. Check out LeadSquared for healthcare and elevate your operations to new heights.