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Enhanced operational effectiveness and heightened patient contentment for a Clinical Advocacy Firm
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  • 1 Technical Architect
  • 1 Marketing Cloud Developer
  • 1 Marketing Cloud Admin
Vimera Team
The client represents a top-tier clinical advocacy firm committed to offering thorough solutions for individuals and families managing the complex healthcare system. The company is based in New York City and has 200 employees. In business since 2008, they have earned a reputation for advocating for patients' rights, handling medical bills, insurance claims, and making sure everyone gets the health care they deserve.
Client
Salesforce Marketing Cloud
Salesforce Solutions
  • Frequent unsubscribes from email campaigns
  • Long data processing time
  • Spending a lot of resources on creating marketing campaigns
  • Difficulty in tracking customer journey
  • Lack of visual analytics and informative reports
Challenges Outline
Healthcare Advocacy
Industry
>2 years
Duration

Marketing

Email Campaigns
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Business Goals
  • Solve the problem with duplicate contacts
  • Create automation processes with solutions that assist individuals and families in navigating the complex healthcare system
  • Reduce manual errors in handling patient cases and documentation
Challenges
Solutions
The company had a problem with contact deduplication due to outdated data management systems, which resulted in repeated emails and, consequently, frequent unsubscribes.

Customer data was poorly structured, which resulted in longer processing times.

A lot of resources were spent on creating various email and sms campaigns.

There were problems with tracking the communications that each contact received.

There was no clear reporting system.
The company migrated to Salesforce Marketing Cloud, where the problem of repeated emails was eliminated.

Data was structured, workflows were set up, and automated processes were implemented to minimize manual errors.

Campaigns were set up that allowed for clear tracking of the communication each person received.

Journeys were developed and launched to help people navigate the complex healthcare system.

Comprehensive dashboards and reporting tools were created, as well as weekly and monthly report mailings.
2
3
4
1
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Results
Campaign effectiveness increased by 53%.

Patient satisfaction scores increased by 17% due to improved communication and transparency throughout the process.

Email unsubscribes tripled, while opens and clicks increased by 27% and 16% respectively.

Weekly integrated reports allowed the business to respond faster to changes, resulting in increased engagement.
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Testimonial
We have an excellent team of professionals working with us, and we plan to continue our collaboration.
J.W.
CEO, Clinical Advocacy Firm
Discuss your task with our team
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