A subsidiary of The CLADD Group, VIP Medical is a durable medical equipment conglomerate operating in the global healthcare market. In addition to working with a wide network of partners who refer patients, the company also provides service to many insurance companies and several multi-national organizations.
VIP Medical’s original CRM was a Google Sheet that extracted web form orders for 200 to 300 patients a day from the company’s marketing efforts all over the world. Because the spreadsheet was used by the entire staff to support different aspects of the business, even minor alterations to it had the potential to cause major headaches for other users. In addition, manual processes, such as benefit verifications, involved hundreds of hours a month on the phone with insurance companies in different countries and time zones.