Before Salesforce was implemented, Provider Assist encountered daily data visibility and accessibility issues. They had well documented processes, a custom built in-house system and an enviable business model, however, Management knew it could be improved and knew what they wanted to achieve.
The key aim was to find a company who would not only meet their system implementation needs, but were genuinely willing to learn about what they did and the issues they wanted to overcome. Provider Assist was open to a company also advising them on other features and benefits they could include.
Provider Assist needed their team members to have “real time” access to data, no matter where they were located, at any given time. The data needed to be streamlined and easy to understand for every user.
Before implementation, Provider Assist’s Filemaker system was placing restrictions on the team in terms of access of data. Using Salesforce, coupled with the expertise, culture and exemplary team at SalesFix, the solution has been an undeniable success at every level. In fact, Provider Assist were so impressed with Salesfix the project was extended. Provider Assist’s Road Map is between 18 – 24 months, however they have already reaped the benefits and value from this project. “Already the benefits and value have been astronomical, and as we gain more insight and our business
continues, this will increase. SalesFix has become an extension of our team”, Aaron Tabone, Provider Assist.
Everything in the business needed to revolve around this software. There were numerous tools and applications that needed to work seamlessly together to allow access by a diverse selection of teams, all requiring different data with different priorities. For example, Clinical, Sales, Operations and the Supplements Division. SalesFix Consultant Alexandra was the Consultant onsite with Provider Assist and Aaron Tabone declared that their experience “Couldn’t have been better”. “Alexandra genuinely listened and rapidly understood what Provider Assist does and what we needed”, he continued.
SalesFix challenged Provider Assist’s processes which resulted in an “amazing outcome”, with benefits that Management hadn’t even envisaged were possible. For example, some of the added features SalesFix implemented have given Provider Assist’s financial team members greater visibility and understanding when forecasting for the Sales team. A collaboration of departments that is invaluable for the business and its profitability as a whole. “I see SalesFix as a true long-term partner, they always looked for the best solution and their philosophy fitted us perfectly”, Aaron Tabone.
From a local server that was large, bulky and difficult to access unless you were on a laptop in the office, to a cloud based system, Provider Assist are able to better support their remote clients and team members and optimize time on the road.
With an Australia-wide team Salesforce has made Provider Assist more mobile with information available from anywhere. Provider Assist now houses its data and contact information in a sleek and user friendly, cloud based system, easily accessible and visible to all. The change has allowed for the reduction of turnaround times, ‘real time’ access and entry of data and more time to spend engaging their clients.
The Provider Assist sales team especially love Geopointe, which allows them a visual mapping feature to support their activities. “SalesFix has not only exceeded Provider Assist’s expectations on this project, they stepped in to rescue another project and turned what could have been a very stressful situation into an successful one”, Aaron Tabone