American Institute of Gastric Banding Sales Cloud 2018-03-20T17:55:04+00:00

Project Description

American Institute of Gastric Banding

Moving Sales Off Spreadsheets to 360-View Cloud Solution

From capturing lead information to seamlessly scheduling qualified appointments, the sales team at AIGB were able to better track lead progress in one system. Additionally, the system could use that data to track insurance plans and benefits to educate patients on available coverage or how to qualify for financing.

  • Captured leads, tracked lead progression, and scheduled evaluation appointments
  • Seamlessly shared data with 3rd party platforms
  • Built a central client repository for client data
  • Improved cold-call campaigns, increased lead generation, and exceeded trade-show prep & follow up trends
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