Published:
May 05, 2025
Category:
Salesforce Marketing Cloud
Client Location:
United State
Client Overview :
T he client is a premier provider of dental implant solutions, renowned for delivering high-quality, long-lasting restorations that improve oral health and boost patient confidence. Operating as a specialized dental clinic chain, their approach emphasizes innovation, advanced technology, and patient-centered care. By streamlining the entire implant process—from consultation to final restoration—they offer predictable, natural-looking outcomes tailored to each patient. With a commitment to precision and excellence, the client empowers individuals with life-changing dental solutions that restore both function and aesthetics.
As operations expanded, the client adopted Salesforce Data Cloud dental solutions to unify fragmented systems, enhancing care and operational efficiency. Their reliance on disparate tools for scheduling, clinic management, and marketing created inefficiencies and limited their ability to deliver seamless care.
“Bridge fragmented data systems and improve operational efficiency while delivering more personalized and engaging patient experiences.”
– business needs
Technical Contribution :
- Integrated NexHealth and Dentix with Salesforce, creating a centralized repository for all patient and appointment data.
- Built a 360-degree view of patient journeys through Salesforce Data Cloud, enabling unified patient profiles across systems.
- Enabled dynamic audience segmentation using Salesforce Data Cloud to personalize marketing campaigns in real-time.
- Connected Facebook Ads for optimized patient acquisition and lead generation through integrated ad campaigns.
- Integrated PhoneBurner for automated calling campaigns, improving patient outreach efficiency.
- Implemented JotForms for streamlined data collection and simplified appointment scheduling.
Benefit Delivered :
- The Salesforce Data Cloud dental implementation transformed operations, improving data access, patient engagement, and retention across clinics. Automated communications and personalized marketing campaigns drove higher engagement, improved patient retention, and enabled data-driven decision-making.
