Case Study: a healthcare advisory company streamlines CRM and customer service with ScienceSoft’s Dynamics 365 solution

a healthcare advisory company saves up to 30% on medical expenses with ScienceSoft

The healthcare advisory company, which helps individuals save on medical expenses, faced challenges with manual customer data processes and sought to implement a comprehensive CRM ecosystem for sales, marketing, and customer self-service. They partnered with ScienceSoft for a Dynamics 365 CRM development project to automate their customer relationship management.

ScienceSoft implemented a multi-component solution using Dynamics 365 Sales, Marketing, and Customer Voice, integrated with Power Apps and third-party systems for SMS, VoIP, and document management. This automation eliminated time-consuming manual data entry and provided significant time savings for the client. ScienceSoft's solution also delivered a customer portal for self-service and enabled automated marketing communications and feedback collection.