Case Study

Docero

We used custom Salesforce objects to transform Docero’s processes.

At a Glance

We leveraged process builder and more Salesforce tools to enhance Docero’s B2C contacts and leads and streamline workflows.

Services Provided

Implementation | Change Management

The Challenge

Docero was working with a tight three-month deadline for implementation of Pardot, Community Cloud, and Sales Cloud. Additionally, Docero has two business units that had to be leveraged across the systems. Docero needed all of its ebook and quiz forms in the Pardot implementation, as well as using Salesforce for patient and appointment management. Additionally, the Pardot license did not allow custom objects in Pardot. This led to issues with closing the loop for B2C processes.

Docero challenge
Docero challenge

Docero was working with a tight three-month deadline for implementation of Pardot, Community Cloud, and Sales Cloud. Additionally, Docero has two business units that had to be leveraged across the systems. Docero needed all of its ebook and quiz forms in the Pardot implementation, as well as using Salesforce for patient and appointment management. Additionally, the Pardot license did not allow custom objects in Pardot. This led to issues with closing the loop for B2C processes.

About Docero

Docero integrates the latest online marketing solutions (customized medical websites, social media, blogs, SEO, and SEM) with effective traditional tools like collateral materials and print advertising to give customers a comprehensive and successful marketing strategy.

Headquarters: New York, New York
Industry: Marketing
Website: www.docero.com

The Outcome

Docero solution

Simplus used custom objects to capture patient data and related cases to the object in order to gather appointments.. Simplus also implemented two Pardot instances in order to sync the B2B clients with contacts and leads and keep all B2C clients separate. And by leveraging the process builder, Docero can now look up if a patient existed on an account and create the patient if they do not exist. Additionally, email templates and workflows created by Simplus have made a more robust customer community.