“No Results Missed” Case Study Series

Oncology EducationEmail Communications

Case File #2:

About The Institute

• This particular institution operates as an independent medical education organization, with the goal of keeping clinicians up to date on the current trends in treatment and state-of the-art equipment for beating cancer.

What’s the Problem ?

• The organization wanted to improve outbound email communications for its educational services with clients.

• Their current CRM system did not integrate with their email system, nor did it have the desired tracking capabilities.

Why Didn’t it Work ?

• Most CRM software installers don’t ask the right questions of their clients to find out what it is they’re expecting from CRM.

• Additionally, add-ons like InfoGrow’s CRM2Emails are not hard to install, you just have to know what it is your customers are hoping to achieve.

What Did They Do?

• The educational institute came to InfoGrow to fill the gap between their CRM database and their email campaigns.

• During their search they found that InfoGrow had the experience and technical capability to provide timely, dependable support for data migration.

Did InfoGrow Make the Changes?

• InfoGrow started by adding their CRM plug-in, CRM2Emails, which works to seamlessly integrate Constant Contact email campaigns and a company’s CRM database.

• From there, they also fixed CRM performance issues that the previous provider had failed to address in a timely manner.

In the End

• By contacting InfoGrow, this medical education institute was able to synchronize their CRM and email campaigns, allowing them greater insight into what was working and what wasn’t. This resulted in:

– Better, more timely data use– Customized reporting– Increased and more effective communication with

physician clients.

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