Case Study: How HubSpot Saves Medical Professionals Time

Triage Staffing, a staffing firm that places travel nurses at healthcare institutions across the United States, was faced with the difficulty of handling a constantly growing database of leads. Given the increasing demand for healthcare personnel and competition from other agencies, the company was under great pressure to convert new applications and minimise its time to close.

Covered in this Case Study

The Challenge
The Solution
The Results
Additional Benefits
A Successful Partnership with HubSpot

The Challenge: Time-Consuming Lead Processing and Sales Logging

Triage was using an applicant tracking system (ATS) to handle applications and contracts for its travel nurses. However, the ATS couldn't meet Triage's needs on the marketing side. The company was bringing in about 400 leads a month through an online form and processed every one of those leads by hand, which was very time-consuming.

Moreover, the sales team was getting bogged down in manually logging outbound sales calls. The manual note-taking process was hindering the sales team from reaching their goals.

The Solution: HubSpot CRM Platform

Triage chose the HubSpot CRM platform due to its ability to integrate with its ATS and WordPress, its easy-to-use interface, and its potential to bring new efficiencies to the sales team and shorten the long sales cycle. The implementation of HubSpot CRM’s workflow automation and predefined rules dramatically reduced the time needed to process new leads.

The Results: Time Savings and Increased Efficiency

With HubSpot, Triage was able to scale from processing 400 leads a month to processing thousands. This was a significant time-saving achievement for the company. The automation also allowed the Triage team to enrol leads in workflows that were more personalized to those leads’ specific needs and interests, leading to a significant increase in click-through rates, growing from 10% to 20%.

Sales Hub was a game-changer for the 200-person sales team. They were able to make calls via the Sales Hub portal, so every call was logged, and call recordings were automatically attached to the contact record. This meant less manual note-taking for the sales team and more accountability. The sales team was able to make more calls without the need for an expensive phone system, saving them a significant amount of time.

Additional Benefits: Compliance and Onboarding

The HubSpot CRM platform also brought significant time savings to Triage’s compliance department. The compliance team automated the process of ensuring that every travel nurse’s credentials were current, saving each team member about two hours a week, for a total of 80 hours.

Triage also integrated HubSpot with DocuSign to facilitate the onboarding of new travel nurses. The integration allowed them to trigger an email and send secure documents automatically, which was a significant time-saving measure.

Conclusion: A Successful Partnership with HubSpot

Thanks to the efficiencies gained through workflows and integrations, Triage has been able to grow its workforce with the help of HubSpot CRM. The platform has proven to be a valuable tool for the company, enabling it to save time, increase efficiency, and manage its rapidly growing database of leads. Today, Triage Staffing continues to leverage HubSpot's powerful tools to meet its goals and deliver a better service to healthcare facilities across the U.S.