CRM + Sales Automation Install

How a fast-growing medical supply firm was able to deliver essential PPE to some of the nation’s largest healthcare systems.
project duration
4-Months
Tool used
Asana
tags
Scrum Framework
Team Alignment
Client summary
SPH Medical delivers essential PPE, disinfection, and safe patient handling equipment to hospitals and health care systems nationwide. As the pandemic emerged in March 2020, the company quickly became inundated with calls for critical supplies.
Industry
Media
website
https://sphmedical.com
Critical Work Slowing or Stalled?
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Key results

Weekly time saved

Increase in sales in the first 3-months

Increase in lead visibility & opportunity tracking

people
teams Behind the Work
Challenges
barriers to scale

The company lacked the capacity to track a rapidly growing volume of new prospective customers and orders resulting from the sudden onset of the COVID-19 pandemic and the critical need for essential protective equipment for hospitals and health care providers.

Our Completing Project Manager helped us install a mission-critical tracking solution at a vitally important time. As a result, we became more responsive and better able to deliver on our promise to front-line caregivers throughout the country.

Tony C.
CEO, SPH Medical
steps
client priorities
Solutions
steps to streamline

SPH hired Completing to deploy a skilled, fractional project manager to drive design and installation of the company’s internal sales tracking system, allowing management and staff to remain wholly focused on delivering for their customers during a massive uptick in new inquiries and orders.

Execution
putting plans into action
Approach
how we planned the work

There was no time to shop and compare software platforms. A comprehensive planning process wasn’t an option. The approach was to fill the immediate need first, release a minimum viable solution, get the basic workflows running and the staff trained with minimal disruption to the business; then, gather feedback and build upon the early foundation, all with a minimum investment in the event the first solution turned-out not to be the long-term solution.

Results
What’s improved

Within 1-week the company was able to deploy a working solution to efficiently track their leads and customers with instant visibility over customer data, notes, and activities plus the mobile access to monitor and respond quickly and effectively.

We’ve used the Completing service on multiple occasions to help define and implement key digital strategies for our healthcare distribution company that have led to measurable year over year growth. I would highly recommend the Completing team.

Tony C.
CEO, SPH Medical Inc.
Critical Work Slowing or Stalled?
Book a Call