Richter is a healthcare consulting company that specializes in working with long-term post-acute care (LTPAC) facilities (e.g., Long-Term Care and Skilled Nursing, Home Health, Hospice and Senior Living).
Richter had no centralized CRM system to manage its client and prospect data. This made it difficult for the company to track new business opportunities and its sales pipeline.
We fully implemented the HubSpot CRM software, setting up systems, procedures and custom properties specific to Richter’s needs. We also created a customized pipeline to match Richter’s sales process and facilitated HubSpot training for the entire Richter leadership team.
Now with the ability track and monitor its sales pipeline and new business opportunities, Richter is able to forecast its YTD revenues by service area and track whether the team is meeting its sales goals. This allows Richter to adjust and fully optimize its marketing and sales approach throughout the year. Once the CRM was in place, we then integrated it with Richter’s existing use of the HubSpot’s Marketing Hub software, allowing the company to utilize one system for both marketing and sales.
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