How an India-based digital weight-management company runs lead-to-enrollment on Salesforce
Sales Cloud integrated two-way with a custom EHR, now extending to member support on Service Cloud.
Business challenge
Leads from digital campaigns, the app and WhatsApp were handled across spreadsheets and the company’s own EHR, which was built for clinical work rather than sales. The team had no single view of each lead’s journey from enquiry to consultation to enrollment, and follow-ups depended on individuals.
The Zime solution
One funnel All leads from ads, app and WhatsApp captured in Sales Cloud with owners and stages.
Deep EHR integration Two-way integration with the custom EHR keeps clinical and commercial data in sync.
Consult-to-enrollment flow Consult bookings, payments and enrollment tracked through to conversion.
Next: member support Service Cloud for member queries across channels, now being rolled out.
Implementation approach
Starting with the sales funnel, not the whole business
Integrating with the existing EHR instead of replacing it
Adding Service Cloud once sales was stable
Results & measurable outcomes
Technologies & platforms
- Sales Cloud
- Service Cloud
Related services & solutions
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