Healthcare Training Company Enhances Operations with Salesforce Migration and Inventory Management

Introduction

In the field of aesthetic medicine, Aesthetic Mentor distinguishes itself by providing comprehensive training courses aimed at producing proficient medical providers with expertise in non-surgical treatments. Emphasizing safety and efficacy, they empower practitioners to deliver exceptional care. In support of their mission, Aesthetic Mentor partnered with Rithom to transition from HubSpot to Salesforce, seeking improved capabilities and streamlined operations.

The Challenge

Aesthetic Mentor faced several operational challenges that necessitated a transition from HubSpot to Salesforce:

  • Enhanced Customization: They needed a system that could be extensively customized to fit their unique business processes.
  • Efficient Interaction Management: A streamlined process for Student Advisors to manage interactions and follow-ups with prospective students.
  • Course Registration Tracking: The ability to track attendee registrations for their training courses.
  • Inventory Management: Efficient tracking of course inventory across multiple locations.
The Solution

Rithom collaborated closely with Aesthetic Mentor to implement a comprehensive solution:

  • Sales Cloud, Marketing Engagement, and Sales Engagement: These Salesforce tools were customized to meet Aesthetic Mentor’s specific needs.
  • Custom Inventory Management Process: A tailored solution was developed to manage the receipt, consumption, expiration, and transfers of products used in their courses, ensuring seamless operations.

Key features of the solution included:

  • Round-Robin Lead Assignment: Website leads were integrated with Salesforce and distributed to Student Advisors through a round-robin system for prompt follow-up.
  • Sales Engagement Cadence: Leads could be assigned to a Sales Engagement cadence, triggering a series of automated emails over a specified timeframe.
  • 360° Visibility for Course Registrants: Course registrations were tracked within Salesforce, facilitating targeted marketing for future courses based on past registrations.
  • Automated Inventory Process: Products for courses were added into inventory upon receipt and deducted upon course completion. Actions such as product expiration or transfers were efficiently managed.
Results

The implementation of Salesforce provided Aesthetic Mentor with significant operational improvements:

  • Seamless Lead Integration and Management: Leads from the website were efficiently integrated into Salesforce and assigned to Student Advisors, ensuring prompt and organized follow-ups.
  • Enhanced Marketing Efforts: The Sales Engagement cadence allowed for automated, targeted marketing efforts, improving engagement with prospective students.
  • Streamlined Course Registration Tracking: Tracking course registrations within Salesforce enabled better marketing strategies for future courses.
  • Efficient Inventory Management: The custom inventory management process ensured accurate tracking of product receipt, consumption, and expiration, enhancing overall course operations.
Automated Inventory Process

The automated inventory process significantly reduced manual efforts and errors, ensuring that course operations ran smoothly and efficiently. This process applied to multiple locations, providing a scalable solution for Aesthetic Mentor’s expanding operations.

“Rithom provided invaluable assistance in seamlessly customizing multiple systems to ensure they work together flawlessly.”

Round Robin Lead Assignment

360° Visibility for
Course Registrants

Automated Inventory Process

About Rithom

Established in 2013, Rithom is dedicated to creating, educating, and optimizing IT and marketing solutions to help businesses reach their full potential. We provide value through affordable growth strategies and are committed to sustaining the highest quality standards in technology implementations. Whether serving as an extension of your team or handling all your IT and marketing needs, Rithom is here to support your business's success.

300+
sales cloud implementations
41+
salesforce certifications
45,000+
project hours

Salesforce Certifications

  • Sales Cloud CRM
  • CPQ
  • Service Cloud
  • Field Service
  • Pardot
  • Marketing Cloud

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