Wise Wolves

September 11, 2024

How Sage Health Tripled Sales Team Efficiency with Salesforce Sales Cloud Integration

Sage Health is a healthcare provider focused on improving health and quality of life for private-pay Medicare patients/seniors. The company operates 11 neighborhood health centers spread across four states. Each of these centers offers affordable, high-quality primary care, cardiology, and wellness services, plus access to social activities and senior-care specialists trained to help meet the complex medical and social needs of senior citizens.

Overview:

Initial Situation: Sage Health required a scalable, HIPAA-compliant patient acquisition and admissions process to support rapid growth and ensure accurate commission calculations for its sales team.

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Solutions Implemented: Wise Wolves integrated Salesforce Sales Cloud with AthenaOne to streamline patient data transfer, manage sales rep performance, and meet strict healthcare security and compliance requirements. They coordinated between multiple teams to overcome production delays and ensure a smooth integration.

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Outcomes: Sage Health tripled its sales team size, expanded to 15 clinics, and achieved seamless syncing of patient data between Salesforce and AthenaOne, enabling scalable growth and efficient operations.

Initial
Situation

As a startup, Sage Health needed a solid technical foundation in order to hit their rapid growth goals. They needed a scalable HIPAA-compliant patient acquisition and admissions process that also accurately calculated commissions for new sales team. With Salesforce and Wise Wolves, the Sage Health team went from tracking in Excel spreadsheets to tracking patient engagement over time by sales rep.

Salesforce Sales Cloud Setup: Implemented Salesforce Sales Cloud to track patient engagement, manage sales team performance, and streamline the admissions process.
Salesforce and AthenaOne Integration: Integrated Salesforce with AthenaOne to enable seamless, error-free transfer of patient data and accurate commission calculations for sales reps.
Coordination of Development Teams: Took over the stalled project and coordinated multiple development teams to ensure timely progress and successful implementation.
Handling Rigorous Security and Compliance: Managed stringent security and HIPAA compliance requirements to ensure the safe integration of sensitive healthcare data.
Scalable Patient Acquisition Process: Developed a scalable, compliant patient acquisition system to support Sage Health's rapid growth goals.

Solutions
‍Implemented

Outcomes

The partnership with Wise Wolves bought significant improvements:

Tripled Sales Team Size: Sage Health expanded its sales team, tripling in size to support increased patient acquisition.
Expanded to 15 Clinics: Sage Health successfully opened 15 new clinics, expanding its healthcare reach.
Seamless Patient Data Syncing: Achieved seamless bidirectional syncing of patient data and appointment tracking between Salesforce and AthenaOne.
Improved Operational Efficiency: Streamlined patient acquisition and admissions processes, leading to more efficient operations.
Scalable Growth Achieved: The new system allowed Sage Health to meet its rapid growth goals while maintaining high standards of care and compliance.

“They have helped us scale our business, allowed us to streamlined processes. In fact, they helped us in ways similar to how our company helps our patients - WiseWolves has been a concierge service for Sage Health.”