Sugar & Heart Clinic is a multi-speciality healthcare centre in Mumbai offering integrated care for diabetes, heart health, obesity, hormonal and chronic conditions. Backed by Banting Healthcare Pvt. Ltd., the clinic combines expert specialists, advanced diagnostics, nutrition, lifestyle support, and technology-driven follow-ups to deliver patient-centric, holistic care under one roof.
Multiple lead sources led to data fragmentation and tracking challenges, with no system in place to automatically qualify, convert, or segment leads based on patient interests or behavior.
Manual follow-up tasks were inconsistent, resulting in patient attrition. There was no direct communication system for medicine reminders, leading to missed doses and gaps in care. The CRM required customisation to support both pre-treatment (lead) and post-treatment (patient) workflows using conditional logic.
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They faced challenges with fragmented lead intake, poor source tracking, and manual patient follow-ups, so we implemented Zoho CRM with real-time lead capture, BANT-based qualification, automated source tagging, and a custom Patient module with workflows for onboarding, follow-ups, and treatment tracking.
We implemented Zoho CRM to resolve fragmented lead sources, poor tracking, and the lack of automated lead qualification and segmentation based on patient behavior. The solution centralized real-time lead intake from Google, Facebook, and website forms, introduced BANT-based lead scoring, reduced manual follow-up gaps that caused patient attrition, enabled direct communication for timely medicine reminders, and customized pre-treatment and post-treatment workflows with conditional logic for seamless onboarding, follow-ups, and treatment tracking.
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115, Sanjay Mittal 2, Andheri - Kurla Rd, Mittal Industrial Estate, Marol, Andheri East, Mumbai, Maharashtra 400059 sales@value-score.co.in
115, Sanjay Mittal 2, Andheri - Kurla Rd, Mittal Industrial Estate, Marol, Andheri East, Mumbai, Maharashtra 400059 sales@value-score.co.in
