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HIPAA Compliance Solution for Medical Solutions Provider

hipaa paperwork, stethoscope, compliance

Industry

Healthcare

Challenge

Account Execs were using Salesforce robustly, but the build-out was complex and reporting was a challenge. The BDR team needed a simplified solution and Saleshub was a great fit. Additionally, the client already owned the Marketing hub, but new staff did not know how to use it. The back office teams were using 3 monitors with multiple logins for data queries between systems due to PHI information. Sales and Ops processes were cumbersome and costly for the organization.

Solution

Client engaged 4Cast Agency for Sales Hub Onboarding for their BDR team, which required an integration to Salesforce. 4Cast delivered a “refresh and retrain” for the Marketing and Operations teams. A custom CRM card was also implemented for securely viewing protected patient health information while logged into HubSpot.

Key Technologies

HubSpot, Salesforce, Marketing Hub, Sales Hub

www.4castagency.com
200+
Manual Hrs Eliminated
90
Days for Project Completion
75
Total Project Hours
glass building, office building, medical building

At a Glance

A national provider of medical office solutions collaborated with 4Cast Agency for HubSpot Sales Hub Onboarding, user training and an integration to Salesforce. Additionally, they required a way to view patient information in HubSpot that was compliant with secure data policies. 4Cast completed this scope in 90 days resulting in improved pipeline visibility, sales enablement and reduced manual effort.

The Challenge

The organization struggled with software complexity and operational inefficiency, characterized by a difficult Salesforce setup, untrained staff on existing tools, and a "three-monitor" manual process for PHI that drove up costs and slowed growth.

The Solution

To bridge the gap between their complex Salesforce setup and the needs of their frontline staff, the client partnered with 4Cast Agency to onboard their BDR team onto HubSpot Sales Hub via a seamless Salesforce integration. This engagement included a "refresh and retrain" initiative to align the Marketing and Operations teams with modern best practices. Furthermore, to eliminate the inefficiency of toggling between systems, 4Cast developed a custom CRM card that allows staff to securely view protected health information directly within the HubSpot interface.

The Results

Enhanced Visibility for Decision-making
By implementing the Sales Hub and integrating with Salesforce, Consensio gained a clearer, more detailed view of their pipeline. This data transparency aids in informed decision-making, optimizing both outreach and retention efforts.

Empowered RevOps Teams
This initiative went beyond Sales onboarding, cross-functional user training equipped RevOps teams with the tools and knowledge needed to be efficient. This sales enablement means BDRs and AEs can more effectively engage prospects, nurture
leads, and close deals, driving scalable revenue growth.

Operational Efficiency Boost
Through the integration and the compliant viewing solution for patient information in HubSpot, time-consuming manual data entry and transfer was drastically reduced. Staff can redirect their focus from tedious administrative tasks to strategic, revenue-
generating activities, leading to overall increased productivity.

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