Case Studies

A niche healthcare provider uses Salesforce to automate their entire service operations

Ontario, Canada
Technology :
Sales Cloud & Service Cloud

The Company:

The Client is a leading chain of medical clinics in Canada offering advanced medical services in skin care. With a great team of doctors and nurses, they have helped thousands of patients by performing non-surgical laser treatments for variety of skin types.

The Client's Challenge:

The clinic used to book appointments for its patients and maintain patient records manually. With thousands of patients visiting their clinics in a month, the manual method proved chaotic and time consuming. The operations team found it difficult to manage day-to-day visits and do the data entry work parallelly.

Our Solution:

Our team at Fingertipplus worked on automating the entire process. With the new solution on place the patients could check for doctor's availability and book slots as per their convenient timing. A customer portal was enabled to track the history of bookings and create new ones. The patients also could access the treatment history.

Business Impact:

  • Automation lead to better work efficiency by eliminating the manual processes
  • The clinic could service the customers faster and smoother
  • Loyalty among patients increased due to enhanced customer service

Technology Stack:

  • Customer Community
  • Apex & Visualforce
  • html5, css3 & jQuery
  • Salesforce Config (Approval Process, Workflow, User Management & Access, Validation Rules, Sharing Rules, Role Hierarchy etc)