How a Healthcare Collective Saves 2 Hours per Agent Every Day
Wellness for Life, a healthcare collective connecting patients with providers and specialists, needed a dialer that truly integrated with Zoho CRM. With Voicemail Drop and SMS Templates saving each agent up to two hours a day, the team scaled from 5 reps to 35 in under two years.
- 1-2 hrs
- saved per agent every day with Voicemail Drop
- 30-40 min
- more saved daily with SMS Templates
- 135-240 hrs
- of team time saved each week across 18 agents
- 5 to 35
- rep team growth in under two years
“When you add it up, voicemail drop saves us about an hour or two per agent every day.”
Who Wellness for Life Is
Wellness for Life is a healthcare collective connecting patients with healthcare providers, medical suppliers, and pain management specialists. The organization empowers members with chronic conditions to overcome challenges, improve quality of life, and regain control of their lives.
The Problem: Dialers That Made a Mess of the CRM
The team needed calling and texting for the sales team first, plus a quality business phone system for the rest of the office. Having recently moved customer and sales data into Zoho CRM, they needed a dialer that integrated seamlessly with it.
The dialers they tried first were not fully integrated with Zoho, and in the words of Executive Vice President Daly Tije, that created a mess on their side because those tools did not know how to integrate properly.
They also wanted comprehensive, easy-to-understand reporting for individual agents and the team as a whole.
The Solution: A Real Zoho Integration Plus Campaign Voicemails
Full Zoho sync: After several months of searching, the team started a free trial in March 2020 and found Kixie’s Zoho integration far more robust than anything else they had tried.
Reporting at a glance: User-friendly reports put every metric right in front of managers, sortable by date, for agents and the whole team.
Campaign voicemail drops: Reps pre-record a voicemail per campaign, and when a call goes to voicemail, one click drops the right message and moves on.
The Results
Voicemail Drop saves each agent one to two hours every day, and SMS Templates add another 30 to 40 minutes of savings. Across 18 agents working five days a week, that adds up to 135-240 hours of time saved each week.
With a seamless Zoho integration and reporting the team can actually use, Wellness for Life grew from a team of 5 to a team of 35 and counting in less than two years.
The Results, in Detail
7x team growth
The sales team scaled from 5 reps to 35 and counting in under two years on Kixie.
135-240 hours weekly
Total team time returned each week by Voicemail Drop and SMS Templates across 18 agents.
Clean Zoho data
A fully integrated dialer ended the CRM mess left behind by partially integrated tools.
Reports managers use
Agent and team metrics, sortable by date, all in one place.
Ready to give your reps an extra hour or two each day?
See the PowerDialer, Voicemail Drop, and the Zoho CRM integration in action.