for AccuRegCase Study

AccuReg was founded in 2005 to resolve real-world registration

errors at a local hospital in Mobile, Alabama. The company has

built upon the foundation of quality assurance and today supports

numerous hospitals and clinics across the country by providing a

front-end revenue cycle solution suite and a pre-registration out-

sourcing service. AccuReg’s mission centers around empowering

Patient Access teams to capture revenue and secure payer pay-

ment requirements using innovative technology as well as training,

performance analytics and best-in-class support services.

The Challenge

As every fast-growing company, AccuReg faced the challenge of

maintaining productivity, accuracy and visibly across its sales

department. The main issues included adding and accessing

prospect, lead and customer information in Salesforce, lacking

a quick overview of client relationships, having poor insight

into customer behavior, executing timely follow-ups, and main-

taining visibility of all done as well as pending tasks across the

department. Little use of and connection with Salesforce

caused delays, gaps in information, and miscommunication.

The SolutionsAccuReg contacted SmartCloud Connect to aid them to

resolve visibility and synchronization challenges that prevent-

ed the company from reaching its full potential. With Smart-

Cloud Connect integration, the sales team was able to auto-

matically update, save as well as later access all emails and

activity history related to a particular contact profile in Sales-

force directly from Outlook.

The sales reps were no longer required to input the data twice

as they could keep their inbox and Salesforce data synchro-

nized. Quite simply, they gained the ability to create contacts,

add files, create new tasks or log calls into Salesforce without

leaving their email. Furthermore, Magic Pixel implementation

(a code embedded into user’s email the recipient does not

see) allowed team members to keep track of customer

engagement.

Benefits

After installing SmartCloud Connect, AccuReg’s sales department

profited from a greater organization, visibility as well as insight

into the customer and prospective customer behavior.

The ability to log all emails, calls and pending tasks from email

directly to Salesforce saved sales reps a lot of time, increased

the accuracy of information and, by default, improved follow-up

practices. Magic Pixel integration opened the door to deeper

understanding of customer behavior and monitoring who,

when, and where opens and reads their emails. It also enabled

the department to improve their sales marketing strategy and

client approach.

Review

The integration of SmartCloud Connect changed the way our sales staff

worked and processed information for the better. We have much greater

visibility of what’s going on, what needs to be done as well as insight into

what we can improve. There has definitely been a spike in productivity

and accuracy.

Jase DuRard, Revenue Officer at AccuReg

Сonclusion

Automatic synchronization and ease of data input increased employee engage-

ment with Salesforce and eliminated the possibilities of errors and gaps in cus-

tomer profile information, allowing AccuReg to fulfill their mission of providing

the best support services in their niche.

Jase DuRard, Revenue Officer at AccuReg