Cases · Archive · Healthcare · 2025

CRM Marketing in Healthcare

Agency-era case study (2025).

This case was first published on the old humanswith.ai WordPress site between 2019 and 2024 — before the 2025 platform pivot. Performance, SEO, CRM, content, or growth work from that era. Modern AI-search cases (with per-engine Hermes data) live at /cases. Preserved here as written at the time.


Implementing a CRM System

Reducing cost per lead by half

Website:

https://hfe-hfe.ru

Niche:

CRM Marketing (Healthcare)

Location:

Moscow

Geography:

Russia

Budget:

177,300 RUB

Project Start:

2022

Result:

2.5x reduction in cost per lead

Result:

5,400,000 RUB in profit generated from the contact database

Result:

Fully automated lead tracking and recording of all inquiries in the CRM system

Sales Automation to Increase Revenue Without Increasing Advertising Spend

1

Set up an efficient lead processing system to minimise losses

2

Boost revenue without increasing advertising costs

3

Reduce cost per lead using AI-powered analytics

Key Challenges the Team Faced

Loss of 20% of data from WhatsApp

Significant portion of inquiries lost during messenger transfers.

Unstable CRM widget performance

Technical failures led to data loss and tracking errors.

Voice robot setup complexities

High call failure rates and lengthy system training requirements.

Low Conversion Rate of Initial Contacts

A large percentage of leads did not convert into actual customers.

Take the first step towards business growth - leave a request!

Consult Now

Book a Free AI Marketing Strategy Call

Filling out the form takes less than 1 minute and helps us prepare a tailored proposal specifically for your business.

1 Information

2 Contact

Website

Annual revenue of your business

1-year average revenue per customer (ARPU/ARPC)

Location

Next

Get Free Strategy in 24h1

The form takes less than 1 minutes to complete and helps us prepare a personalized offer for you and discuss it

1 Information

2 Contact

Your name

Your WhatsApp Number

Your email

How soon would you like to start working with us?

—Please choose an option—We have an urgent taskWithin 1-3 monthsWe are just gathering proposals, no urgencyOther

I agree with the privacy policy.

Back

The overall scope of work was divided into 4 stages

- Stage 1. CRM System Implementation

Custom configuration of the CRM system to meet the clinic’s specific needs

  • Development of a BPMN workflow diagram

Created a BPMN diagram of business processes within amoCRM

  • Objective: visualise and analyse system workflows

  • Outcome: ability to identify bottlenecks and optimise amoCRM performance for greater efficiency

Stage 2. Segmenting the sales funnel by levels within the sales department

The stages of the sales funnel were allocated across different levels of the sales team

  • Objective: clearly define roles and areas of responsibility for each department

  • Result: more effective employee training and development at each level

Stage 3. Training the sales team

Developed a comprehensive training programme, including:

Step-by-step activation guide

  • Video tutorials

  • Instructions for working with the CRM system

  • Result: reduced time and resources required to onboard and train new employees to just 60 hours

  • Additional outcome: a user-friendly CRM system was built for consultants

Stage 4. Connecting a chatbot and voice robot

Automated messaging system implemented for handling incoming leads

  • Result: elimination of manual communication with each individual lead

  • Integrated voice robot to process incoming calls

  • Robot functions include:

Asking clients relevant qualifying questions

  • Answering clients’ inquiries

  • Automatically moving deals to the appropriate stage in the sales funnel

Write to us on WhatsApp

Results of the Clinic’s Digital Transformation

Automating processes and implementing a CRM system enabled the clinic to transition from chaotic, ad-hoc record-keeping to a structured, systematic approach to client management, significantly improving the efficiency of sales and marketing.

Key Results

60% lead cost

2.5x cost per lead reduction through AI optimisation

5.4M RUB profit

Additional revenue generated from existing contact database

Zero data loss

Complete automation: chatbot, voice robot, CRM integration

80% training time

Rapid new manager onboarding through process standardisation


End of archived case

Want a modern case? Hermes data, not Google Analytics.

The seven modern cases at /cases use a different proof model: per-engine AI mention rate, citation tracking across nine engines, and weekly delta reports. Different category, different proof, different era.