Case Study: Leading Cosmetic Surgery Provider in Florida achieves modernized lead management and data-driven operations with Datamatics

A Leading Cosmetic Surgery Provider in Florida Transforms its Operations and Services with Salesforce Sales Cloud

Leading Cosmetic Surgery Provider partnered with Datamatics to modernize its patient and lead lifecycle after struggling with an outdated lead management system, no sales analytics, fragmented team collaboration, and disconnected apps for scheduling, SMS/phone communication, document generation/e-signature and website forms. Datamatics deployed Salesforce Sales Cloud to address these gaps and centralize sales, scheduling and patient engagement workflows.

Datamatics implemented Salesforce Sales Cloud and integrated key systems including Modernizing Medicine (scheduling/EHR), Conga (documents), Nutterbox (phone), 360 SMS, Kulturra (payments), and the client website into Salesforce. The result was a robust lead-management platform, improved team collaboration, actionable sales analytics for data-driven decisions, and streamlined operational processes that enhanced patient engagement and reduced friction across the care continuum.