Medfin is a leading healthcare provider that specialises in streamlining the accessibility of daycare surgeries for patients. With years of experience and expertise, Medfin has helped millions of patients save millions on their surgical procedures.
Being a frontrunner in their niche, Medfin’s collaboration with 1Channel helped them experience a remarkable 10x increase in business productivity. This advanced, centralised CRM system streamlined Medfin's lead management and task organisation and integrated real-time communication and advanced analytics.
In this elaborate case study, we will examine Medfin’s background, goals, and expectations and how 1Channel’s CRM solution transformed their efficiency and effectiveness in healthcare operations.
Customer’s Background
Medfin is a leading healthcare organization working towards empowering patients with daycare surgery expertise. With an aim to prioritise patient well-being at the forefront, Medfin has revolutionized patient needs and transformed the way patients undergo surgeries. From expert opinions and consultation with leading doctors to getting cost estimates for your treatment, Medfin takes care of all the patient's specific needs. Patients get access to the latest procedures, while Medfin helps cut down the costs of surgeries by 50%.
The company aims to enhance healthcare delivery through efficient systems that streamline administrative tasks and improve patient outcomes.
Customer’s Expectations and Goals
With their ongoing operations and medical solutions in place, Medfin’s primary objective was to enhance the suitability and efficiency of their current processes, including:
1. Enhanced Lead Management: Medfin sought a more efficient way to manage and track leads, ensuring no missed opportunities and that follow-ups were timely and organised.
Streamlined Communication: Medfin was also looking for effective, real-time communication channels to facilitate smoother interactions between team members and stakeholders.
Optimised Task Organisation: The company aimed to improve task management and organisation, ensuring that all tasks were tracked and completed efficiently to ensure that none of the parties involved faced any issues.
Centralised System: Medfin desired a centralised system to integrate various functions and provide a unified view of operations.
Advanced Analytics: Medfin was looking for comprehensive and customisable analytics to gain deeper insights into sales performance and operational efficiency.
Cost-Efficient Customisation: Medfin needed a solution that offered high levels of customisation without incurring excessive costs from the company’s budget.
1Channel’s Solution
Following the initial analysis of the requirements of the healthcare company, 1Channel came up with a comprehensive resolution involving a personalised CRM solution. The tailored CRM solution for Medfin was designed to address various specific needs and challenges.
Here’s a further breakdown of all the individual elements involved:
1. Tailored CRM Solution: 1Channel began by understanding Medfin's unique requirements for a CRM system. Instead of offering a one-size-fits-all solution, 1Channel created a customised CRM to fit the exact needs of Medfin’s operations. The CRM was tailored to support the nuances of healthcare management, including doctor onboarding and patient interactions, which required specialised features and workflows.
2. Rapid Configuration: To minimise downtime and disruption, 1Channel implemented a rapid configuration approach. The CRM was deployed quickly, enabling Medfin to transition from its old system to the new one with minimal delay. This approach helped Medfin avoid extended periods of inefficiency during the switch.
3. Free Proof of Concept (POC): 1Channel provided a free POC phase as part of the implementation process. Medfin evaluated the CRM’s capabilities during the initial evaluation phase and ensured it met their needs before committing to a full-scale implementation. During the POC phase, Medfin provided feedback, which we used to make necessary adjustments and fine-tune the system to fit their requirements better.
4. Infinite Customisation Options:m Understanding that Medfin’s needs might evolve, the integrated 1Channel CRM solution offered infinite customisation options. Medfin could create custom fields and workflows tailored to their specific processes, such as unique patient management requirements or doctor onboarding steps. In short, the CRM was designed to be scalable, allowing Medfin to add new features or modify existing ones easily.
5. Dedicated Program Management: 1Channel assigned a dedicated program manager to oversee the project. Our program manager served as a single point of contact, simplifying communication and ensuring that Medfin’s needs were consistently addressed. From overseeing the implementation process to ensuring that milestones were met, Medfin addressed all the issues promptly.
6. Comprehensive Training: To ensure that Medfin’s team could effectively use the new CRM, our team at 1Channel provided comprehensive training. These sessions covered all aspects of the CRM, from basic functionality to advanced features, ensuring that users were well-equipped to leverage the system.
7. Customised Analytics: The CRM included a customisable dashboard that provided real-time insights into key metrics, such as lead conversion rates, task completion times, and sales performance. This enabled Medfin to gain access to advanced reporting tools that allowed for in-depth data analysis, helping them make informed decisions and identify areas for improvement.
8. Specialised Assistance for Sales Performance: Lastly, 1Channel’s CRM solution included specialised features to enhance Medfin’s sales performance. Integrated tools for tracking sales activities, lead progress, and conversion rates helped Medfin’s sales team stay organised and focused.
Results and Future Outlook
The implementation of 1Channel’s CRM solution yielded significant benefits for Medfin. A centralised platform facilitated efficient lead management, improved task organisation, and streamlined team communication.
Following are all the impact data points that transformed Medfin’s growth and success:
- Medfin achieved a fully integrated and automated CRM system, centralising all critical functions and streamlining processes.
- The new system provided comprehensive analytics capabilities, allowing Medfin to gain valuable insights into its operations and make data-driven decisions.
- Task organisation and management were greatly enhanced, leading to more efficient workflow and increased productivity.
- The CRM facilitated real-time communication, improving coordination among team members and with stakeholders.
- The efficiency gains from the new CRM resulted in a tenfold increase in business productivity, significantly impacting Medfin’s operations and growth.
- Medfin now has complete visibility into sales metrics, enabling better management and strategic planning.
Client Feedback
Prashanth Lobo, Head B2B, Medfin: “Our experience with 1Channel has been outstanding. The sales management app is incredibly convenient and allows me to manage day-to-day activities seamlessly through my phone. The interface is user-friendly, and I can quickly find everything I need. The 1Channel team was professional, responsive, and a pleasure to work with. Their insightful and timely support made the entire process smooth and efficient. Overall, the CRM is an all-in-one product that is highly customisable to meet our needs. Great teamwork!”
Final Words
The successful collaboration between Medfin and 1Channel’s CRM solution has helped the healthcare company address critical operational challenges and significantly boost their productivity. With a tailored solution that includes advanced analytics, real-time communication, and improved task management, Medfin is now poised for consistent growth and standing out against their competitors in the market.
