Executive Summary
Meduba, a leading provider of critical medical equipment such as defibrillators, sought to optimize their sales process and lead management. By integrating our AI-powered customer engagement platform, Caleida, with Clientify and Zapier, Meduba transformed their approach to sales, resulting in higher engagement rates, improved conversion rates, and more efficient time management for their sales team.
The Challenge
Despite having a solid sales process, Meduba faced several challenges:
Reliance on passive follow-ups after sending email quotations
Potential leads slipping through the cracks due to lack of proactive engagement
Sales team's productivity hampered by unpredictable incoming calls
Difficulty in maintaining focus and efficiently managing workload
Our Solution
1. Intelligent Tagging: Meduba's sales team manually adds a "caleida" tag to contacts in Clientify after sending a quotation.
2. Automated WhatsApp Outreach:
- Zapier detects the "caleida" tag in Clientify
- Extracts contact details and enrolls them in a WhatsApp Campaign via our Caleida API
3. Personalized AI Engagement:
- Within 24 hours of the initial email, our Caleida AI agent initiates a WhatsApp conversation
- Re-engages leads who haven't responded to emails
- Addresses questions and concerns in real-time
4. Organized Sales Follow-up:
- Upon successful engagement, the campaign goal is marked as completed
- Triggers a Zapier webhook, creating a follow-up task in Clientify
- Tasks are assigned to Meduba's sales team members, allowing for planned, high-priority follow-ups
The Results
The implementation of our Caleida system yielded impressive results for Meduba:
1. Enhanced Lead Engagement: Our proactive WhatsApp messages resulted in more engaged clients, primed for sales calls.
2. Higher Conversion Rates: More leads converted into actual sales calls, boosting overall conversion rates.
3. Smarter Time Management: Meduba's sales team could structure their days more effectively, controlling when to make calls.
4. Reduced Interruptions: By automating initial follow-ups with our AI, the sales team could focus on high-priority leads without constant disruptions.
Conclusion
By leveraging Caleida's AI-driven customer engagement and smart automation, Meduba not only drove sales growth but also transformed their sales team's operational efficiency. This case study demonstrates how strategic implementation of our technology can significantly impact both business outcomes and day-to-day operations in the medical equipment sales industry.
