Helped Adopts LeadSquared as Their Ultimate Patient Management Tool
“Everything that I needed in a CRM, LeadSquared had it all.”
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Increased
Workflow efficiency
Efficient
Reporting and analytics
Zero
Lead leakage
Helped Loves LeadSquared For:
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.
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.
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.
Responsiveness of the LeadSquared team
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.
