The Before
Microsoft Dynamics was not meeting EMS Healthcare’s needs. The business needed to manage enquiries and pipeline, track a fleet of mobile clinical units, introduce quoting and forecasting, and report accurately on recurring revenue.
The After
We implemented a fresh Salesforce instance with Sales Cloud and Marketing Cloud Account Engagement. Custom functionality linked vehicles to opportunities and handled recurring revenue schedules, while Microsoft Teams integration supported communication and click-to-dial.
The Results
EMS Healthcare now has a connected platform for lead management, marketing, pipeline, fleet tracking and revenue reporting. New enquiries route automatically, campaign performance is visible and finance can report on recurring revenue with far less manual effort.
