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Case studies

SNF Woundcare

SUMMARY

  • Leading wound and skin care specialists at skilled nursing facilities nationwide
  • Providing expert bedside surgical Wound & Skin Care
  • SNF also provides online courses for nurses to attain certifications in woundcare management

CHALLENGE

  • Assist SNF with data management so they can provide better training for the nurses
  • Integrate Pipedrive with their LMS (Learning Management System)
  • Refining and streamline processes and deliver usable data
  • Bring data from the training courses into Pipedrive
  • Build in alerts for new leads and builds a history of the contact so that they can see this history inside of Pipedrive

SOLUTION

  • Remove complexity by combining and removing pipelines
  • Provide a deep integration with Thinkific LMS¬†
  • Run multiple team training sessions and provide training videos
  • Improve reports and dashboards management¬†
  • Create custom fields for reporting and marketing teams
  • Build complex Zapier zaps that connect the website, lead magnets and LMS¬†seamlessly

OUTCOME

  • Increased leads and conversions for the side of the business that provides the in-hospital woundcare practice
  • Success in the training courses beyond the SNFs best expectations
  • Management is now able to, in seconds, pull up reports and dashboards that give them a more complete picture of the business
  • Teams from different departments are able to seamlessly collaborate and work together
Pipedrive has been great for my business. It has exceeded my expectations. Motii has implemented a system that is organised, simple, clean and super effective. 


Dr. Payam Tehrani, M.D.

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Company profile

SNF Woundcare

Location
Los Angeles, USA
Industry
Medical
Company size
10+ employees
Key features
Workflow automations, Zapier, integration, multiple pipelines, data surfacing, dashboard reports ‚Äč

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How not having a CRM can negatively impact your business

In this article, we discuss how a Customer Relationship Management (CRM) system is one of the top tools that your small business can implement and leverage to scale up your business and obtain incredible growth. Without this essential software, you run the risk of your business losing out big.

Ben Fuller

Co-founder at Motii

Why should I implement Pipedrive CRM in my business?

CRM software has proven to be a beneficial technology for businesses to increase their revenue, enhance customer retention and loyalty, improve sales teams' productivity, and empower them to provide better customer service. Your marketing team is not left out; CRM also helps to improve the effectiveness of your marketing campaigns. 

Ben Fuller

Co-founder at Motii

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