Salesforce and CMS Integration for a Hair Restoration Clinic Network

Industry

HealthcareAesthetics

Services

Salesforce IntegrationSales CloudWeb Integration

Technologies

Salesforce Sales CloudApexLightning Web ComponentsFlowsREST APIsCMS integration

Challenge

A hair restoration provider operates with advanced techniques through a large international network of clinics.

Website enquiries were not connected to its CRM, so follow-up was slow and inconsistent:

Website enquiries not reaching the CRM.
Slow consultation booking.
Inconsistent follow-up across clinics.
Limited marketing attribution.

The client chose Winklix as its Salesforce partner to design and deliver a better way of working.

Solution

Winklix delivered a Salesforce solution tailored to the hair restoration clinic network's processes and goals.

CMS integration

Website forms and content are integrated with Salesforce.

Lead routing

Enquiries are routed to the right clinic automatically.

Consultation booking

Consultations are scheduled and tracked in Salesforce.

Attribution

Marketing sources are tracked through to treatment.

Hair Restoration Clinic Network solution delivered by Winklix

The Approach

Discovery workshops — We documented current processes, data and pain points with the client's sales and operations teams.
Configure before customising — Standard Salesforce features were used wherever possible, with custom code only where it added clear value.
Iterative delivery — Work was delivered in short sprints with regular demos so the team could give feedback early.
Training and handover — Admins and users were trained, and documentation was handed over for long-term ownership.

Outcome

The engagement delivered clear, practical results for the client:

Every enquiry captured and followed up.
Faster consultation booking.
Consistent processes across clinics.
Clear marketing attribution.

Hair Restoration Clinic Network

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Challenge

A hair restoration provider operates with advanced techniques through a large international network of clinics.

Website enquiries were not connected to its CRM, so follow-up was slow and inconsistent:

Website enquiries not reaching the CRM.

Slow consultation booking.

Inconsistent follow-up across clinics.

Limited marketing attribution.

The client chose Winklix as its Salesforce partner to design and deliver a better way of working.

Solution

Winklix delivered a Salesforce solution tailored to the hair restoration clinic network's processes and goals.

CMS integration

Website forms and content are integrated with Salesforce.

Lead routing

Enquiries are routed to the right clinic automatically.

Consultation booking

Consultations are scheduled and tracked in Salesforce.

Attribution

Marketing sources are tracked through to treatment.

The Approach

Discovery workshops — We documented current processes, data and pain points with the client's sales and operations teams.

Configure before customising — Standard Salesforce features were used wherever possible, with custom code only where it added clear value.

Iterative delivery — Work was delivered in short sprints with regular demos so the team could give feedback early.

Training and handover — Admins and users were trained, and documentation was handed over for long-term ownership.

Related Case Studies:

Warehouse Management Software Provider

Salesforce Streamlines Sales and Customer Onboarding for a Warehouse Management Software Provider

Read full post

Online Fitness Community

Salesforce Helps an Online Fitness Community Engage and Retain Members

Read full post

B2B Services Company

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Read full post

Essential

Analytics

Marketing

Salesforce and CMS Integration for a Hair Restoration Clinic Network

Challenge