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Company Overview Medicus IT supports clinical workflows & processes to improve experiences for the front desk, back office, and waiting room.
Industry Healthcare IT
Headquartered Atlanta, United States
JUMP TO SECTION
1. situation 2. action 3. results
Results
30K
Contacts added
SITUATION

Improper HubSpot setup

Medicus IT HubSpot instance was operational but not set up correctly.

Inconsistent data

Their data was not enriched. They needed help with dashboarding, reporting, and user adoption.

Slow launches

The core marketing team was facing bandwidth issues. As a result, the campaign execution was slow. Their GTM was impacted drastically.

workflow 1
ACTION

Set up HubSpot 

HubSpot instance was set up for proper and accurate functioning.

Sanitized database

Their database was cleaned by importing the customer data from ConnectWise ERP to HubSpot. Custom reporting visibility was created through RollWorks dashboard built on HubSpot.

User training

Users were trained to have them function as ONE Revenue Operations team.

Vector (1)
RESULTS

Correct HubSpot instance setups

Their HubSpot instance is now functioning properly.

Clean data

A database of 30k contacts was cleaned. An additional 30k were added to it.

Fast launches

Bandwidth was created for their team to enable them to focus on strategic initiatives. They onboarded new tools like RollWorks very quickly and were able to launch campaigns within 20 days (usually taking 30 days). This resulted in a faster GTM.

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SNAPSHOT

RollWorks reporting dashboards (built on HubSpot)