EMS Healthcare brings people, organisations and communities together to create better health outcomes for everyone.
EMS Healthcare is the UK’s largest mobile clinical research partner, who has supported over 50 NHS Trusts, Health Boards and private providers in delivering mobile capacity across the healthcare landscape.
At the centre of the business is the Adoreum Club, their specialised business development platform which provides corporate members with access to their network through a regular calendar of events in London, Zurich, and Monaco.
What Were Their Challenges?
EMS Healthcare was using Microsoft Dynamics, but the solution was not delivering to their business requirements. In response they considered and evaluated Salesforce as a replacement that would meet their needs.
The brief consisted of EMS Healthcare wanting to manage leads/enquiries, sales pipelines, manage their fleet of mobile clinical units, as well as introducing quoting, forecasting, and revenue scheduling capabilities.
How Did We Help?
After discussing appropriate methods of delivery with EMS Healthcare, the Silver Softworks team got to work on a fresh Salesforce implementation which included Sales Cloud, Pardot, as well as additional custom functionality to ensure a seamless transition and adoption of the new platform.
Salesforce Products Used
Marketing Cloud (Pardot): Account Engagement
Track ROI, open/click rates. Track and understand social campaigns. Engagement Studio campaigns (customer journeys), email templates, landing pages, form handlers, segmentation lists, automation rules.
Sales Cloud: Lead Management
Web-to-Lead automation for website form completion. Configuration of Lead assignment rules to automatically route new leads to the correct queues or users.
Microsoft Teams: Integration
Allow viewing/editing of Salesforce data in Microsoft Teams. Implementing click-to-dial to call customers on teams by clicking their contact details in Salesforce.
Custom Objects: Automated Tracking
Tracking vehicle information and linking vehicles to specific opportunities.
Custom Development: Revenue Scheduling
Implemented bespoke revenue scheduling logic to allow the finance team to easily report on recurring revenue.
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