Case Study: OccuVAX achieves 20-hour weekly management time savings and streamlined CRM with Act!

Occuvax - Customer Case Study

OccuVAX, a leading US provider of on-site influenza vaccination clinics that manages scheduling, customers and a database of over 25,000 nurses, needed a reliable CRM to streamline operations. After initially adopting Act! in 2005 but not using it effectively, they switched to Salesforce and found it overly complex (estimating up to 16 screens per transaction), prompting a return to Act! with the aim of making the system genuinely fit their needs.

They engaged an Act! Certified Consultant to customize and upgrade the platform and trained separate teams for new business, account follow-up and nurse management (including licenses and LinkedIn photos). The tailored solution improved usability and sped up transactions, slashed management time by about 20 hours per week, cut report prep by roughly 10 hours a month, enabled new users to be productive in 30 minutes, reduced duplication, and produced a cleaner, more accurate database.

Occuvax

Tina Coleman

Director of Sales and Operations