Company Overview
RED.Health, founded in 2016, stands as India’s premier emergency response provider in the healthcare services. With a fleet exceeding 450 ambulances and collaborations with over 5000 partners nationwide, including air and train ambulance services, it ensures swift and efficient emergency care.
Leveraging advanced technology like the proprietary RED-OS system, RED.Health guarantees ambulance dispatch within 5 minutes. The company integrates smart devices to facilitate timely responses and offers end-to-end services from booking to hospital coordination. Committed to delivering fast, reliable, and compassionate care, RED.Health has become a trusted name in medical emergencies.
Business Challenges
Our client – Red.Health was previously dependent on Excel sheets to keep track of their leads and sales. However, this proved to be inefficient, as the process is tedious and cumbersome. Employees were spending more time maintaining the lengthy sales process, which was hindering smooth lead generation and prospecting. To build a sales funnel and help the leadership in efficient tracking of their customers and clients, Kasmo helped Red.Health by leveraging Salesforce sales cloud and Pardot.
Kasmo’s Salesforce Solutions
Kasmo’s Salesforce experts understood these challenges and leveraged Salesforce Sales Cloud and Pardot to remove the challenges faced by the sales and marketing team. Let’s have an in-depth look at these challenges:
- Lead Generation and Prospecting: Kasmo’s Salesforce experts implemented Pardot and sales cloud to help our client consolidate prospective leads in a single, unified platform. The leads were not fragmented, and both the sales and marketing teams could access the leads and follow up effectively.
- Built smooth sales funnel: As Red. Health provides two different services catering to two different clientele – B2B and B2C, Kasmo customized Salesforce to create a single sales funnel. This single sales funnel facilitates the client to keep track of their opportunities and accounts.
- Streamlining sales pipeline: As Red.Health is connected with multiple hospitals and healthcare institutions, to consolidate all the incoming leads from different sources, the Salesforce sales cloud captures all leads, which helps the client to attend to customers’ and clients’ needs immediately.
- Reporting and Dashboards: With Salesforce, reporting has become an easy feat for our client. Reporting is now automated, hassle free, and less time is consumed.
- Efficient Onboarding Process: After the sales team has successfully converted a lead to an opportunity, an automated checklist is generated to onboard the client seamlessly. These checklists allow the client to maintain a detailed overview of a department. As the checklist gets completed, the client has options to either close it or mark it open. If the checklist is still open, the leadership can co-ordinate with the respective dependencies. This facilitates swift and easy closing of deals.
- Automated email notifications and follow-up: The sales funnel that is created in Salesforce allows the client to check every step that has been followed. Kasmo customized Salesforce to automate email notifications to the respective departments or vendors, in case there has been a gap in the sales journey.
- Automated Contract Generation: Once the sales deals are closed, an automated contract is created, which notifies the leadership that the account is active. Salesforce is also customized to send automatic financial details of the clients to Tally.
- Efficient tracking: The client had requested efficient tracking. To let the leadership know if an account is active or inactive, our experts customized Salesforce to automatically change the status of opportunity to active, if the activity has been going on for ten days. If no activity has been taking place for the past ten days, then the opportunity turns inactive. This removes any missed chances for the client to lose a potential deal.
- Enabled email to case: A case is automatically created in Salesforce sales cloud, once enterprises or customers raise a concern. Separate emails have been created to help the client cater to the challenges on an emergency basis. If there is no activity taking place even after a case is created, it moves to a queue. Kasmo customized the Salesforce sales cloud to help the client keep track of the cases, even if the opportunity owner or the account owner is not available to take up the issues. These cases in the queue will be automatically assigned to the next available account owner. This activity allows the client to track which cases are yet to be solved. If any case is in the queue for more than 24 hours, the cases get escalated to the management.
Results Achieved
With a customized Salesforce sales cloud and implementation of Pardot, Red.Health achieved the following results:
- Efficient tracking of activities: Red.Health could now efficiently track all the activities of their employees on a single platform, instead of maintaining the same data on multiple Excel sheets.
- Effective lead generation and prospecting: With the implementation of Pardot and Salesforce sales cloud, our client could effectively generate leads and prospects, increasing revenue.
- Seamless Reporting: The employees of Red,Health could easily create reports and dashboards from the data stored in Salesforce.
- Optimized sales process: As Kasmo created a sales funnel for Red.Health, their sales process was optimized, which facilitated them to prevent customer churn and retain customers.
- Swift Customer Service: As Red.Health’s services are integrated with many leading enterprises and they cater to customers as well, with Salesforce sales cloud, they could now quickly attend to their needs, improving customer service.
