HEALTHCARE·SALES & MARKETING·November 4, 2024

Fortis Healthcare — Marketing & Sales Automation, P360 & More

Fortis Healthcare
SOLUTION
Marketing & Sales Automation, Patient 360
Client
Fortis Healthcare
Industry
HEALTHCARE
Solution
Marketing & Sales Automation, Patient 360
24 Days
Salesforce → SimpleCRM Migration
150+
Lead Managers Empowered
10M+
Records Managed
24+ Units
Business Units Unified
THE CHALLENGE

The Challenge

Executive Summary

Fortis Healthcare migrated from Salesforce to SimpleCRM in a record-breaking 24 calendar days, empowering over 150 lead managers across 24+ units, managing over 10 million records with a unified, omnichannel platform.

The Challenge

  • Inefficient Data & Lead Management: Leads were not being tracked effectively.
  • Fragmented Information: Patient and revenue data lived in silos.
  • Manual Processes: VISA application handling for international patients was manual and time-consuming.
THE SOLUTION

How SimpleWorks Helped

The SimpleWorks Solution

  • Centralized Lead Management consolidated all leads into a single platform.
  • Patient 360 View with deep Hospital Information System (HIS) integration.
  • Active Directory integration for secure SSO access for 150+ users.
RESULTS

Transformation Achieved

Project Highlight: Speed of Execution

Fortis migrated from Salesforce to SimpleCRM Phase 1 in a record time of 24 Calendar Days.

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