Case Study: Teladoc Health cuts lead processing from days to 10 minutes with Openprise

Teladoc Health cuts lead processing from days to 10 minutes with Openprise

Teladoc Health, a global leader in virtual healthcare, faced a significant challenge as their single Marketo instance could only natively sync with one of their two Salesforce instances. This limitation caused event lead processing to take days, left leads unassigned, and prevented reliable lead-to-account matching. They needed a solution to orchestrate data across both CRMs simultaneously without resorting to multiple fragmented point solutions.

They implemented the Openprise platform to act as a central orchestration backbone connecting Marketo to both Salesforce instances. The solution used confidence-level lead matching and data-table-driven routing logic, which cut the lead processing cycle from days to just 10 minutes. This resulted in near-perfect routing accuracy, with only 3-5 records per list requiring manual review, ensuring leads reach a salesperson almost instantly.

Teladoc Health