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.

Launching a Modern CRM Platform in Just 2 Months

Read the full case study

Challenge

Data Management, Multiple Sales Process, Siloed Data

Solution

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.

‍

Transforming Patient Engagement: A Swift and Strategic CRM Overhaul in Healthcare

Read the full case study

Challenge

Inefficient Scheduling, Manual Billing Processes, Slow EMR Performance, Fragmented Patient Communications, Inadequate Referral Tracking, Disjointed Customer Experience Management

‍

Solution

Operatus pioneered CRM and EMR integration for telemedicine, streamlining operations and boosting patient engagement.

They were able to quickly understand the way our business operates and use this knowledge to adapt the CRM to our needs, leading to an efficient and timely roll out. I stepped into a Salesforce Admin role at the same time Operatus began our roll out. Chris and his team were very supportive of this and the mix of well documented CRM updates and guidance on my own changes were a great help to my own personal development.

Adam Jacobi

Sales Operations Director at Exclaimer

As we continued to grow, the lack of Rev Ops on our team was a blocker. With Operatus we were able to tackle several improvement projects that would have been difficult to manage otherwise. For the past 18 months, Operatus has been an extension of our team - and working with them on a fractional basis was just what we needed.

Samantha Schneider

COO at Bloomfire

Operatus provided nimble and highly efficient professional services after a seamless and transparent agreement negotiation. They were brought on to facilitate systematic changes and improvements during a period of growth and operational change; in doing so, the team was flexible, professional, thoughtful, and impressive in their ability to translate business needs from key stakeholders into actionable strategy and turnkey project plans.

Kathryn Shepard

Director of Rev Ops at LinkSquares

Operatus has been an extension of the Jabra team the past year, centrally supporting our customer-facing teams. We had some previous Salesforce consultants, but they didn't provide the full-scale RevOps function in the way Operatus has. They have helped us improve processes, increase efficiency, and add new capabilities as we scale the number of customers we sell and serve - and prove the day to day support that we need. We likely would have a hard time finding Operatus's combination of experience and technical capability in a single hire.

Andrew MacDonald

Head of Product at Jabra Hearing

"Working with Operatus felt like an expert extension of our team—they bring deep experience and great people.. Partnering with them wasn't just about executing against what we wanted to do. They brought ideas of what was possible. That allowed us to get much further ahead than I ever expected when I started building the growth marketing practice."

Brian Marr

Managing Director, Growth Marketing, Work & Co

“Together with Operatus, we developed a clinic launch playbook that's allowed us to feel super confident about rolling out to other clinics and providing this solution to others at scale. I am excited about what this will mean for patient care and the health systems we are looking to partner with.”

Director of Product Platform

Operatus Supports Launching 3 Clinics on Telemedicine Platform

Read the full case study

Challenge

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.

‍

Solution

The company partnered with Operatus to create a launch framework to integrate their secure telemedicine systems with partner clinics.

‍

Little Otter Doubles Capacity with Salesforce Service Cloud Case Management Overhaul

Read the full case study

Challenge

Little 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.

‍

Solution

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.

How Operatus Helped Redesign Health Upgrade Their Advisory Program without Breaking the Bank

Read the full case study

Challenge

Redesign Health, a healthcare VC firm, needed a more automated and professional process to support its advisory program.

Solution

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.

How Operatus Accelerated Work & Co’s New Growth Marketing Vision into Reality

Read the full case study

Challenge

When 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.

Solution

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 study

Challenge

Exclaimer 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.

Solution

Exclaimer got full funnel visibility from Lead to Cash and was able to better tie their marketing efforts to sales results.

Jabra Hearing needed efficient processes to keep up with growth

Read the full case study

Challenge

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.

Solution

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!)

Operatus's fractional Rev Ops as a Service helped Bloomfire scale

Read the full case study

Challenge

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.

Solution

The Operatus team tackled a diverse set of needs, including systems administration, reporting, process improvements, funnel and source tracking.

Helping LinkSquares fill a technical gap on the Rev Ops Team

Read the full case study

Challenge

LinkSquares was in a growth and transition period, with an entirely new Rev Ops leader, but had not yet hired any supporting team members.

Solution

Operatus delivered hands-on, day-to-day support for LinkSquares’ Salesforce stack (incl. integrated tools: Hubspot, ZoomInfo, LeanData, Netsuite, etc)