Salesforce Supports Client Programmes for a Microbiome Health Educator

Industry

HealthcareEducation

Services

Salesforce ImplementationMarketing Automation

Technologies

Salesforce Sales CloudApexLightning Web ComponentsFlowsMarketing Cloud Account Engagement

Challenge

A health education company focuses on microbiome education for digestive, hormonal and skin conditions.

Clients, programme enrolments and communications were managed manually across several tools:

Manual enrolment tracking.
Disconnected communications.
Limited insight into client progress.
Growing client base.

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 health education company's processes and goals.

Client management

Client profiles, enrolments and history in one place.

Programme tracking

Programme stages and milestones tracked for each client.

Communications

Automated educational emails and reminders.

Insights

Reports on enrolment, engagement and outcomes.

Health Education Company 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:

Centralised client and programme data.
Automated, personalised communications.
Better insight into client progress.
A CRM that scales with growth.

Health Education Company

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Challenge

A health education company focuses on microbiome education for digestive, hormonal and skin conditions.

Clients, programme enrolments and communications were managed manually across several tools:

Manual enrolment tracking.

Disconnected communications.

Limited insight into client progress.

Growing client base.

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 health education company's processes and goals.

Client management

Client profiles, enrolments and history in one place.

Programme tracking

Programme stages and milestones tracked for each client.

Communications

Automated educational emails and reminders.

Insights

Reports on enrolment, engagement and outcomes.

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

ActiveCampaign and Salesforce Integration Aligns Marketing and Sales

Read full post

Essential

Analytics

Marketing

Salesforce Supports Client Programmes for a Microbiome Health Educator

Challenge