Qsource
Background
Qsource is a Nonprofit healthcare provider situated across the United States, and they work for government agencies, managed care contractors, physicians, hospitals, nursing homes, home health agencies, and many other healthcare professionals virtually.
Providing healthcare services for nursing needs is the single biggest focus for the Qsource team, especially during the time of the pandemic.
Opportunity
To provide superior quality of healthcare service while staying on top of their marketing and delivering on key government contracts.
Replacing Pardot which is expensive and needs a dedicated resource on staff with Constant Contact is a key driver.
Qsource uses Salesforce for its contact management and chose Constant Contact for its marketing automation efforts.
Challenges
With the two systems, Salesforce only looks for demographic data for contacts and Constant Contact for catching all our campaigns and emails.
“We were missing the boat looking at our contacts in our clients from 360 perspectives, but the two are not talking.”
Through Salesforce and Constant Contact Automation, they now have the ability to combine all their data and keep track of all the results and touchpoints in every facility.
Solution
Like a lot of Nonprofit Organizations, Qsource chose SyncApps, a powerful automation software for seamlessly integrating it’s large volumes of data.
Some highlights of what they can do today:
- Manage existing multiple systems effectively talking to one another.
- Simplify processes to focus on strengthening connections with government contractors and facility staff and delivering better healthcare solutions and services through leads obtained from Email Automations.
- Track time and money spent and progress on projects using rules-based features.
“Having an integration between Constant Contact and Salesforce has enabled us to keep, from a technology standpoint, our cost structure for the IT components stable.”
For a Government funded institution, Ann’s team competes to submit bids, and their cost structure is a big challenge. Automation with SyncApps gives them the solution that work for both the two platforms that won’t affect their costs and, at the same time, save tons of time using the workflow of their teams.
Qsource, using Constant Contact for Salesforce integration, can now automate their Salesforce Campaigns to a constantly changing member’s list in Constant Contact. By doing so, they can update their facility members accurately since all opt-outs are automatically managed by integration.
“With Salesforce and Constant Contact, we were able to provide analytics that none of our competitors can. Combining those two data sources into powerful dashboards and visualizations. “
Syncing marketing metrics from Salesforce to Constant Contact empowers Qsource to sync opens, clicks, bounces, URLs clicked, and Campaign Member statuses to avoid clutter in Salesforce and also create a task for the send events from Constant Contact.
This automation of marketing metrics back to Salesforce gives them a robust visualization of marketing results, placing into action internal processes for more improvements and gaining more healthcare leads.
Key Outcomes
- Seamless syncing of their clients’ records and automating their marketing to their respective categories of health services.
- 360-degree insights from both platforms at a glance; no more switching between Salesforce and Constant Contact.
- Aligns a complex marketing strategy for the organization’s goals.
- Quickly spot leads that are ready to be converted and save $1000s in cost savings.
- Eliminate manual data integration tasks and saved dozens of hours each month on manual data imports and migration.
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