Case Study: Health e(fx) achieves a 30% reduction in operating costs and a 17% increase in contract renewals with Creatio

Health e(fx) - Customer Case Study

Health e(fx), the largest SaaS-based compliance and reporting solution for administrators, needed to align and build a consistent, efficient client lifecycle process—from initial sales through onboarding, implementation and ongoing support. To achieve a single view of the client and one platform for sales and service with call-center integration, custom workflows, out-of-the-box service deployment and data migration, Health e(fx) implemented Creatio solutions including Sales Creatio, Service Creatio, the VOIP Connector for Creatio cloud and a self-service portal.

Creatio delivered a unified platform that accelerated sales and customer service, integrated inbound call processing and ticket workflows, enabled lead generation via HubSpot API and email, reimplemented Office 365, added a self-service portal and provided train‑the‑trainer support. The implementation cut operating costs by 30%, boosted contract renewals by 17% and improved customer satisfaction; Health e(fx) continues to expand Creatio usage with new KPI dashboards and portal enhancements to further digitalize its processes.

Health e(fx)

Abby Martin

Director of Process Management