Case Study: a consortium of assorted healthcare organizations streamlines event and membership management with Softsquare and Salesforce

a consortium of assorted healthcare organizations streamlines 50,000–60,000 event emails with Softsquare

The Consortium of Assorted Healthcare Organizations (CAHO), a not-for-profit promoting healthcare safety and accreditation in India, faced significant operational challenges. Their event management and membership processes were highly manual and siloed, relying on separate Excel sheets and teams for mass emailing, leading to inefficient processes and a lack of unified reporting. To address this, they partnered with vendor Softsquare to implement a Salesforce solution.

Softsquare integrated CAHO's siloed data and processes into a unified Salesforce platform, utilizing Sales Cloud and Pardot. This solution automated mass emailing with improved deliverability, segmented their large database, and synced all event and lead data automatically. The result was the complete elimination of manual data export and sync work, providing the management with comprehensive reports for better planning and creating a streamlined marketing pipeline.

Consortium of Assorted Healthcare Organizations