Loop Health is a platform that connects doctors and patients, allowing them to interact and exchange information. The Loop Health mobile app empowers doctors to share their patients’ medical histories and reports with other medical professionals, enabling them to make informed decisions and deliver better care. This results in an increased number of patients being seen by doctors, the ability to establish strong clinical relationships, and an increased number of referrals.
With a mission to improve the quality of life of millions of people and their loved ones, Loop Health is committed to transforming healthcare. They are creating India’s first health insurance company that offers unlimited doctor visits, preventative care, and a team of doctors who are always available through the Loop Health app. Loop Health has set an ambitious goal of building a healthcare system from the ground up.
Go Live Date
Oct 12, 2019
Loop Health requires a CRM solution that can address their specific business requirements, which include establishing a robust customer relationship management system. They need to optimize their processes, efficiently communicate with customers, automate business operations, and gain a comprehensive 360-degree view of their customer base.
- Pain Points: The customer encountered several limitations in their web-based lead generation process, which hindered them from obtaining a steady flow of leads. They faced difficulties tracking the status of leads and lacked a streamlined lead qualification process. Additionally, they had concerns about the accuracy of their data and lacked a clear process for converting leads to opportunities. As a result, they had limited visibility into their pipeline.
- Customer Vision for CRM: Customer needs a comprehensive CRM to drive Sales efficiently. Follow up actively on Leads and convert them to opportunities, with streamlined opportunity management process. Bridge the gap between doctors and patients through an interactive mobile app.
We at Cloudalyze, leveraged the Salesforce capabilities to provide the best architecture for Loop Health to support their doctors and patients. We created a “Web to Lead” form which is now embedded on their website to enable the flow of “Leads to Salesforce.” We also set up Lead statuses, and a status paths to track the progress of that particular Lead. We built a Lead qualification process, which enabled Loop Health to qualify Leads and convert them into opportunities.
Now accounts are used to store the doctor’s data, and the doctors are linked with their patient’s data and reports through the Salesforce relationship model. Doctors can now quickly pass updates through their mobile app, provide solutions, and now patients can also book appointments using their mobile app.
We created a check-in and check-out functionality for Loop Health which enables their sales team to create real-time visit reports using Google APIs. Notifications and alerts are sent to users and management whenever there is an SLA breach in any particular Lead or Opportunity progress. We made their app completely mobile-ready with updated Salesforce Lightning features.
The Loop Health sales team is now able to quickly create Leads, update activities & lead status, which provides visibility that helps them in managing the progress of their Leads.
We streamlined their entire lead qualification process, from capturing reasons for unqualified leads & enabling conversion of their qualified leads to opportunities.
Now the management has a better visibility of the pipeline which helps driving their teams to closures. Patients can now save their time by quickly creating appointments through their website. Doctor’s are now able to go through their patient’s data, share reports, and provide consultations online.
With all things in a central place, there is an improved collaboration rate between Loop Health’s doctors and patients than before. They also have an improved visibility to data and various business opportunities.