Success Stories

Anchor Health Improves their Lead-to-Patient Process with HubSpot

Written by Samantha Plateroti | Apr 11, 2024 6:25:59 PM

 

 

 

 

A Customized Toolbox 🧰

Anchor Health understood they had a problem. With fragmented data living in Google Sheets, their team was unable to stay organized with their new referrals, plus their manual processes was wasting time.

To address these issues, Dijy stepped in and took Anchor's marketing efforts to the next level by customizing a HubSpot setup and migrating all of their data into the platform. Dijy migrated the landing pages from ClickFunnels to HubSpot, providing a more streamlined and centralized approach to their lead management. Dijy also implemented Sakari, a texting system, allowing Anchor to not only send text messages, but also receive them seamlessly within HubSpot.

This customization greatly enhanced Anchor's organization and efficiency in managing their pipeline. As Yekusiel Kaplan, CTO at Anchor stated, "We can manage all new leads and get to them quickly. We have come so far since our leads on spreadsheet days."

 

Using the Power of Technology ⚙️

With the power of HubSpot, Anchor was able to automate their communication processes, ensuring that when someone applied for their services, they received an immediate text message informing them that a case worker would reach out soon. This real-time communication gave Anchor a significant advantage in responding promptly to new leads, establishing trust, and speeding up the conversion process.

Additionally, Dijy developed a custom integration with a system called Bolt, which Anchor uses to manage their patients. By integrating HubSpot with Bolt, Anchor achieved HIPAA compliance while seamlessly transitioning patients' information from the sales and marketing phase on HubSpot to the patient management phase on Bolt.

Through the collaboration with Dijy, Anchor Health experienced a remarkable transformation in their marketing efforts. By leveraging HubSpot's powerful capabilities and customizing it to suit their specific needs, they have streamlined their processes, improved efficiency, and enhanced the overall patient (or potential patient) experience.

 

Conclusion

The partnership between Anchor Health and Dijy exemplifies the power of customization within HubSpot. By tailoring the platform to individual business processes, companies can optimize their marketing efforts, improve internal collaboration, and ultimately drive better results.

If you’re looking to maximize your marketing potential and revolutionize your customer journey, Dijy can help you customize HubSpot specifically for your needs.

Want to read more about HubSpot's Marketing Hub and the tools available? Check out our blog post here!