Case Study: One Medical Passport improves customer experience with Cirrus Insight

One Medical Passport Creates a Better Customer Experience with Cirrus Insight

One Medical Passport, which serves more than 700 medical facilities and 20,000 doctors, needed a better way to keep customer data current in Salesforce as its team grew and became more dispersed. With account managers and care specialists working across different locations and email platforms, the company wanted a solution that would reduce time spent switching between email and Salesforce and help standardize data entry. One Medical Passport evaluated Cirrus Insight to support its mixed Outlook and Gmail environment.

Cirrus Insight enabled One Medical Passport to stay in the inbox while interacting with customer information, rather than jumping out to Salesforce, which made workflows faster and more efficient. By keeping users in Outlook and Gmail and giving them a single, uniform way to manage data, Cirrus Insight improved productivity and helped the team focus more on high-value work instead of manual data entry.

One Medical Passport

Patti McCreadie

Senior Account Manager