Home

Case Study

OhMD: Estimated Project

Case Study

Effective Subscription Management

The business enacted automations and refined subscription renewals to reduce reliance on manual solutions, supporting future business expansion.

Icon

engagement type

Estimated Project
Icon

product

Sales Cloud
Icon

industry

Healthcare & Lifesciences
Logo

OhMD is a modern healthcare communication platform for clinical care coordination and patient communication.

Overview
    • Key Challenges: Heavily reliant on manual solutions
    • Key Solutions: Enacted automations; refined subscription renewals
    • Key Impact: New system supports future business expansion
Icon
challenges
    • Optimize the platform for effective subscription management
    • Reliance on manual creation and tracking of opportunities and renewals
    • Unreliable reports and poor visibility into current subscriptions and churn
Icon
Solutions
    • Modified the data architecture and organized products & add-ons
    • Developed a custom page for end-users to choose their product bundle while renewing the subscription
    • Created dashboards to track renewals/upsells/downsells
    • Automated renewals with relevant manual intervention to support upsell/downsell
Icon
Impact
    • Scalable system: supports the future business expansion
    • Effective subscription management: reduced churn in upcoming subscriptions/ renewals
    • Management gained visibility into monthly subscription details: make informed business decisions
    • Accurate forecasting details: able to strategize for  the upcoming financial year
    • Customized automation: increased productivity

Are you facing some struggles with Sales Cloud?

Let’s schedule a discussion!