Initial situation
The Tirana Dental Clinic wanted to grow strongly in the area of international patient inquiries. In order to manage the large number of leads and contacts efficiently, a professional CRM system was required from the outset to centrally map marketing, sales and reporting.
Measures
- HubSpot setup: Complete setup of the CRM including all relevant objects (contacts, deals) and Whatsapp connection
- Workflows & automation: Setting up email automation, lead nurturing and task creation for the sales team.
- Reporting: Setting up dashboards for lead sources, conversion rates and ROI.
- Process integration: Handover to the clinical team with training for efficient use.
Results
- Structured lead management for all inquiries
- Automated email workflows for better patient communication
- Efficient task management for the sales and back office team
- Transparent reports for data-driven decisions
