Marketing Platforms and CRM

Lead nurturing and patient onboarding automations for a dental practice [Video]

Lead nurturing and patient onboarding automations for a dental practice

Our client Louise Hatton of Ascent Dental Care (a group of dental practices) talks about how Solvaa helped them to automate many of their business processes including lead nurturing and customer onboarding automations. Solvaa is a no-code automation consultancy founded by Kelly Goss, business process automation specialist and author of ‘Automate It with Zapier’.
They wanted to implement automations to increase productivity, reduce manual administrative tasks and improve communication with patients. We helped them to automate lead nurturing, appointment reminders, patient onboarding and reporting processes around Pipedrive, Gmail, Google Sheets, VoodooSMS, Gravity Forms and Mailchimp.

Louise said: “Kelly’s skill, knowledge and service are impeccable and what she has done for us has saved hours and hours’ worth of manpower allowing our teams to focus on our patients rather than administrative tasks, it’s also allowed us to communicate in a much better way with our patients – exactly the results we were after. Simply meeting Kelly has been life-changing for our business and our teams.”

Read the full case study here:

Do you want life-changing improvements to your business processes? Book a Discovery Call to learn how we can help you achieve your productivity goals:

We can help with:
– learning automation
– implementing automation in your business
– automating marketing
– automating the sale process
– automating business operations
– automating finance processes
– automating client onboarding
– automating staff and contractor onboarding and offboarding

Don’t know what to automate? We’ll help you create an automation implementation strategy.

Save time, reduce costs, and stay agile with Solvaa.


GET MY BOOK – ‘Automate It with Zapier’ here:
On amazon.com
From the publisher Packt:

SOLVAA AUTOMATION ACADEMY: I’ve got some new Zapier courses coming soon. It’s the only course you will ever need to learn business process automation with Zapier. Don’t know what to automate? I’ll show you how to create and implement an automation blueprint. Get on the waitlist now:

GET OUR FREE EBOOK. Just getting started with Zapier? We’ve created an ebook that will introduce you to the principles of business process automation with Zapier, and how it can help you supercharge your business. Get it now:

GET OUR FREE CHEATSHEET. We’ve created a handy quick-reference cheatsheet to help you get started with Zapier’s Built-in Helper Apps. It will have you automating your business processes and working smarter, not harder, in no time! So get this FREEBIE now while it’s still available:

Don’t miss out on our latest automation and business tips and videos. Join our community of automators by signing up for updates here:

And don’t forget to hit that subscribe button!

Lead nurturing and patient onboarding automations for a dental practice

#automation #workflow #nocode #automate #businessautomation #zapier #processautomation #businesstips #salestips

Watch/Read More
Marketing Platforms and CRM

Salesforce Digital Experience - Improving Talks Series [Video]

Are you curious as to how Salesforce(SF) can be used other than a Sales customer relationship management (CRM) tool? SF provides CRM software and applications for not only for sales but also customer service, marketing automation, analytics, and application development. Specifically for Customer Service where SF allows the creation of a Portal or Digital Experience Site allowing external access to SF Resources. Join Marcus Vandenbent as he demo's a fully functioning SF Digital Experience site with not just the ability to log or view a clients cases but also have the ability to use AI to retrieve recommended Wiki articles based on the content of a case or a search.About Marcus - Marcus Vandenbent is a consultant for Improving Atlanta (IA) for close to five years and specializes in explaining the needs of a business in how it relates to relevant technologies, specifically the Microsoft Office 365 platform. Marcus has over 25 years of experience in Information Technology, implementing everything from the architecture of both small and large data centers, to providing IT related training, to designing enterprise disaster recovery solutions, to creating small simple content management sites, to administering internal business management systems, and to implementing large scale/high volume cloud based sites.Prior to joining IA, Marcus was a Sr. SharePoint Architect for ATT where he focused on architecture, supporting and maintaining a hosted SharePoint enterprise environment. Marcus has experience with many types of businesses including Healthcare, Staffing, Credit Providers, Telecom, Marketing, and Facilities Management.