How Proactive for Her Increased Patient Conversion with LeadSquared
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“LeadSquared as a platform has a lot of value and is appropriately built with excellent features and integrations with almost all platforms that we require. It acts as our central database and we can map our entire sales process into LeadSquared, hence it has been very efficient to track and convert patients.”
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Patient Conversion
Patient Intent Tracking
Missed Opportunities
Patient TAT
Patient Conversion
Patient Intent Tracking
Missed Follow-ups
Patient TAT
Proactive for her is a digitally native healthcare platform that offers patient-centric, liberal and empathetic care to women in India. They are a full-stack healthcare experience with services ranging from teleconsultations and support programs to customised diagnostic panels. They have an in-house team of doctors, therapists, and nutritionists, with over 150 years of healthcare experience who undergo rigorous training to uphold the company’s vision of body-positive, trauma-informed and patient-centric care. Their offerings span a wide range: from a holistic PCOS program and sex-positive STI testing services to HPV vaccinations and trauma-informed Vaginismus therapy.
As their volumes were increasing, it was difficult to manage operations manually. They decided to implement a tool that could streamline their processes and provide their teams with advanced reporting capabilities for the top-performing doctors, patient acquisition channels, and other marketing insights.
There was no way to engage with leads and understand their intent. This led to missed opportunities.
There was no system in place that could handle the lead inflows leading to slower patient turnaround time
The team relied on tools such as Zoho; however, there was low adoption due to the complexity and customer support which did not suit them.
“LeadSquared has been helpful and is easy to use. We can map our entire sales process into LeadSquared hence it has been very efficient to track and convert patients.”
The team at proactive for her depended on Zoho for the CRM and Mailchimp for the marketing automation, post which they switched to a unified tool that could take care of their sales as well as marketing features through a single dashboard.
The tool unifies teams and processes, making it easier to coordinate and lower patient turnaround time.
“LeadSquared acts as our central database for all the different verticals currently running their systems.”
The team has multiple sources for lead generation. They run ads and have quizzes on Typeform. LeadSquared integrates all of this and ensures zero to no lead leakage.
“As all our leads and information is captured in LeadSquared, it’s easy for us to send WhatsApps, Email, SMS to our target group.”
The team leverages the email marketing features from LeadSquared’s marketing automation suite to send out promotional emails to their patients. They can also get analytics such as open/click rates, the best time for sending out emails, and other critical metrics to help improve their campaign performance.
LeadSquared helps the team automate redundant tasks and enables sending out emails and WhatsApp communication based on crucial patient actions. This increases teams’ bandwidth to work on priority tasks and prevents manual work.
“Our operations team has benefited the most from this as they can automate tasks and reduce time and manpower.”
“LeadSquared as a platform has a lot of value and is appropriately built with good features, and the new Customer Success team is also actively taking up open pointers. It has excellent features and integrations with almost all platforms that we require (if not directly, then via Zapier), and APIs provided are also helpful.
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