RevPartners is a group of veteran Revenue Operations experts who specialize in HubSpot CRM, including migrations, implementations, and RevOps as a Service. When it comes to integrations that can’t be done natively in HubSpot, Vertify is their system integrator of choice.
RevPartners recently published a case study that we wanted to pass over to you, our community, as well. Read the case study below, or click here to read the full article from RevPartners themselves.
Case Study: How Vertify Enabled Visit Information Management for a Long Term Care Partner
NOTE: *The company Vertify assisted will be referred to as “ABC Health Services” (not their real name)*
In the world of healthcare, delivering high-quality care is of utmost importance. This is particularly true for organizations like ABC Health Services, a leading Long Term Care partner in the Southern region of the United States.
To ensure that their patients receive the standard of care they deserve, ABC faced a challenge in effectively tracking and managing visit information across multiple facilities and clinicians. In this case study, we’ll explore how ABC overcame this hurdle through seamless CRM system integration using Vertify.
ABC Health Services operates by providing Long Term Care partners with a range of services, including medical, therapy, medication management, and cognitive assessment visits. To maintain a high standard of care, it was crucial for ABC to keep tabs on various visit metrics. These metrics included the number of visits each facility received, the number of visits per clinician per day, and insights into the types of visits that were most and least serviced.
However, ABC encountered a roadblock due to the absence of an Application Programming Interface (API) in their existing software.
This lack of integration made it difficult to consolidate data and generate actionable insights efficiently. ABC needed a solution that would enable seamless data synchronization between their software and HubSpot, their chosen CRM platform.
ABC Health Services turned to Vertify, a leading provider of data integration solutions. With Vertify’s expertise, ABC was able to create a seamless sync between their software, which lacked an API, and HubSpot. The solution leveraged Vertify’s Google Sheets connector to bridge the gap between systems and streamline the data transfer process.
Here’s how the integration process worked:
ABC users simply exported relevant visit data from their existing software in a format compatible with Google Sheets. This export process was user-friendly and required minimal technical expertise.
Uploading to Google Sheets
The exported data was then uploaded to Google Sheets, where it served as an intermediary storage platform for the ETL (Extract, Transform, Load) process.
Vertify’s integration platform seamlessly accessed and transformed the data stored in Google Sheets. The system automatically performed necessary data cleansing, mapping, and formatting tasks to ensure compatibility with HubSpot’s data structure and requirements.
Sync with HubSpot
Once the data was transformed, Vertify synchronized it with HubSpot, ensuring that the latest visit information was available within the CRM platform in real-time. This allowed ABC Health Services to utilize HubSpot’s robust features for analysis, reporting, and effective patient management.
Benefits and Results
By implementing Vertify’s CRM system integration solution, ABC Health Services realized significant benefits and achieved their objective of efficient visit tracking and management.
The advantages include:
Enhanced Data Accuracy
The seamless integration eliminated the need for manual data entry and reduced the chances of human error. Data was accurately synchronized between systems, ensuring reliable visit tracking information.
With visit data readily available within HubSpot, ABC gained immediate access to real-time insights. They could analyze the number of visits each facility received, monitor clinician performance, identify trends, and make data-driven decisions to improve patient care.
The integration eliminated the manual effort required to transfer data between systems. By automating the ETL process, ABC’s staff could focus more on providing quality care and spend less time on administrative tasks.
Scalability and Adaptability
Vertify’s solution allowed ABC Health Services to scale their operations without disrupting existing systems. As their business grew, they could easily adjust the integration to accommodate additional facilities, clinicians, and types of visits.
What’s the Takeaway?
- Seamless integration: ABC Health Services overcame the challenge of tracking and managing visit information by seamlessly integrating their software with HubSpot using Vertify, eliminating manual data entry and ensuring accurate synchronization.
- Real-time insights for better care: With data readily available in HubSpot, ABC gained immediate access to real-time insights, enabling them to analyze visit metrics, monitor clinician performance, and make data-driven decisions to improve patient care.
- Streamlined workflow, improved focus: The integration solution automated the data transfer process, eliminating manual effort and allowing ABC’s staff to focus more on providing quality care rather than administrative tasks.
Got CRM system integration problems? Get Vertify. And get it fixed.
We wanted to say a quick thanks to RevPartners for publishing this fantastic case study. RevPartners is a wonderful partner. They are truly a change agent within the HubSpot RevOps ecosystem. If you or anyone you know are looking to get the most out of HubSpot, look no further than RevPartners. And, as they stated, if you need to connect HubSpot to any other solution within your tech stack, Vertify is here to help!