A leading 24/7 nurse triage service provider achieves faster deal closures by shortening Sales cycle


About the Client

Client is a leading 24/7 nurse triage service provider in the US. They are trusted for their care and hospitality. Client provides services for workplace injuries and coordinate with risk management teams, human resource departments, and WC insurance carriers.



  • Configured web-to-lead to instantly add prospects enquiries from web and social media to the CRM and send instant alerts.
  • Configured Salesforce Sites, Products, and Salesforce’s price book features.
  • Integrated DocuSign to automate contract signing and approval process
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  • Client’s sales cycle decreased by 23%
  • Web to Lead eliminated lead drops and delays
  • Sales productivity and efficiency improved with shorter sales cycle
  • DocuSign integration increased close rates and reduced paper waste

Salesforce: Sales Cloud, Experience Cloud

Technologies: DocuSign, Apex, Flows