Case studies
Our RevOps As A Service Solutions
The Operatus team of experienced pros provide growing companies with guidance on revenue operations and technology. From strategy through implementation, we help companies optimize their people, processes and systems to deliver business results.
Data Management, Multiple Sales Process, Siloed Data
Operatus transformed Envision Pharma Group's (EPG) commercial operations by establishing advanced lead management processes, creating a multi-vertical sales strategy, and enhancing collaboration between the sales and finance teams at EPG.
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Transforming Patient Engagement: A Swift and Strategic CRM Overhaul in Healthcare
Read the full case studyInefficient Scheduling, Manual Billing Processes, Slow EMR Performance, Fragmented Patient Communications, Inadequate Referral Tracking, Disjointed Customer Experience Management
Operatus pioneered CRM and EMR integration for telemedicine, streamlining operations and boosting patient engagement.
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A top telemedicine company wanted to partner with physical clinics to provide a virtual care alternative to in office and hospital visits. They needed to integrate their systems with their partners efficiently without compromising data security, patient experience, or doctor workflows.
The company partnered with Operatus to create a launch framework to integrate their secure telemedicine systems with partner clinics.
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Little Otter Doubles Capacity with Salesforce Service Cloud Case Management Overhaul
Read the full case studyLittle Otter faced challenges with its manual scheduling process. Their Care Navigation team struggled to track family preferences and provider availability, leading to communication issues between clinical teams. As the team grew, the system became increasingly unmanageable, complicating the coordination of care.
Implementing Salesforce Service Cloud gave Little Otter a unified view of their case management processes, helping them keep track of patient scheduling, assessments, and general support status. This new system makes working together much easier for their Care Navigation and Clinical teams so Little Otter can provide better service to their patients.
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How Operatus Helped Redesign Health Upgrade Their Advisory Program without Breaking the Bank
Read the full case studyRedesign Health, a healthcare VC firm, needed a more automated and professional process to support its advisory program.
Operatus built a custom Salesforce Experience Cloud portal that improved advisor adoption and included features like custom scheduling and integrated Zoom and DocuSign workflows, saving them on extra software licenses.
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How Operatus Accelerated Work & Co’s New Growth Marketing Vision into Reality
Read the full case studyWhen Work & Co launched its new growth marketing function, they needed expert support to choose the right suite of Martech tools, set up seamless lead generation processes, and ensure growth marketing efforts integrated successfully with other departments.
Operatus worked closely with Work & Co to set up a scalable system in Hubspot for generating leads, personalizing nurture outreach and integrating growth marketing with the rest of the company.
Exclaimer launches Salesforce to optimize sales team effectiveness & visibility
Read the full case studyExclaimer has a high transaction volume business, but their existing CRM was difficult and inefficient for the sales team to navigate and Sales KPIs were not easily reportable.
Exclaimer got full funnel visibility from Lead to Cash and was able to better tie their marketing efforts to sales results.
Salesforce was the central platform used by the Sales, CX, Audiology, and Fulfillment teams, but Jabra Hearing had no internal Revenue Operations or Salesforce Admin/Developer. Some managers were maintaining systems, but it sucked time away from running their teams.
Jabra Hearing utilizes Operatus's Rev Ops as a Service plan, giving them access to experienced Rev Ops professionals so that they can grow rapidly (Orders per week grew 8x YoY!)
Bloomfire’s sales team was growing but they hadn’t budgeted for an in-house Sales Ops Manager or Salesforce Admin, and it wasn’t yet a full time need.
The Operatus team tackled a diverse set of needs, including systems administration, reporting, process improvements, funnel and source tracking.
LinkSquares was in a growth and transition period, with an entirely new Rev Ops leader, but had not yet hired any supporting team members.
Operatus delivered hands-on, day-to-day support for LinkSquares’ Salesforce stack (incl. integrated tools: Hubspot, ZoomInfo, LeanData, Netsuite, etc)