My Healing Mate

The MHM sales process was in an Excel worksheet, and managing the sales pipeline and compliance was a big issue. The engagement with customers and reconnecting to them wasa big challenge as the user tend to forgot what they communicated and and each they go back to the Ozonetel tool to check the conversation they had and maintaining that status.

We proposed Zoho CRM application for managing the leads and deals pipeline.

• Configured the basic Zoho CRM modules: Leads, Contacts, Accounts, and Deals.  
• Established differentiation between Patient and Partner leads for streamlined identification:  

• Patient Leads: Converted to Patient Contacts and Deals.  
• Partner Leads: Converted to Partner Accounts, Contacts, and Deals.  

• Integrated Ozonetel Telephony for efficient outbound calling directly from Zoho CRM.
• Implemented Business Messaging for WhatsApp, enabling: Tracking of automated WhatsApp messages triggered from CRM.  

• Consolidated view of all messages in a single "Messages" module.
• Controlled communication, allowing sales reps to engage only if customers respond to automated messages.

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Nexivo transformed My Healing Mate’s sales and communication processes by implementing Zoho CRM, streamlining their lead and deal management. Integration with Ozonetel Telephony enabled seamless outbound calling, while WhatsApp Business Messaging automated customer communication and centralized interactions in a single module. With Nexivo’s Zoho Implementation Services, My Healing Mate transitioned from manual Excel tracking to an organized CRM platform, improving lead tracking, customer engagement, and sales team productivity. This allowed them to focus on empowering cancer patients and caregivers with personalized care solutions.