Medcast delivers training directly to health care individuals and works with organisations like aged care facilities, GP practices and day hospitals to provide staff training for compliance and clinical care. The business also partners with government and NGO organisations such as the Black Dog Institute to design and deliver custom training in areas such as mental health.
With the quality of its education, the number of health practitioners and organisations turning to Medcast has doubled almost every year. However, the business lacked visibility into these customers’ interests and interactions. For example, there was no unified view of what courses individuals were purchasing or what resources they were downloading from the website.
Medcast brought in Salesforce to take control of its growth and better understand its customers so that it could improve their experience and deliver education that was in line with their needs.
“We had an opportunity to redesign our technology platform and one of the things we wanted to do was bring all our key customer data into a central and secure repository to enable accessibility,” said Luke Kean, Chief Technology Officer at Medcast. “One of the things we liked about Salesforce was the flexibility to customise the platform ourselves and leverage the AppExchange to meet unique business requirements.”
Kean had used Salesforce previously and was able to leverage his experience and that of Medcast’s development team to complete the first stage of implementation internally. During this process, they also relied on Salesforce API documentation and Trailhead.
“Trailhead is actually one of the best learning resources I’ve seen from a technology company, particularly in the way the content is structured and how easy it is to understand and acquire new skills,” said Kean.
Medcast implemented Sales Cloud first which now provides a complete view of customers, including individual health care practitioners and organisations. It has also brought visibility to the sales process, enabling Medcast to see how opportunities progress through the sales cycle and making it easier to report on activity and conversions. For example, Medcast now has dashboards that provide greater visibility of the sales funnel, marketing attribution, and learner breakdowns. Leveraging these insights has helped Medcast accelerate its growth and increase enterprise sales by 75%.
The rollout of Service Cloud has helped Medcast make greater use of its data and provide more personal support across all channels. Service Cloud has also replaced manual support processes with streamlined case management.
Medcast has additionally used Salesforce Knowledge to introduce self-service and publish answers to frequently asked questions on its website.
“We’re being much more proactive in giving our customers the information they need before they reach out to us,” said Kean. “Using Salesforce Knowledge, we have deflected up to 50% of cases, leading to decreased response times and resulting in happier customers. These efficiencies have also helped us scale to support the growing number of learners who use our content.”