Presented by Jessica Houseman, GroupOne Health Source

2.  GroupOne Health Source is a full-service medical
billing, transcription, technology and consulting
firm. GroupOne is also a top reseller of the EMR
eClinicalWorks
 During the past twenty years, GroupOne has provided
services across the nation to medical practices ranging
in size from 1 to over 400 providers.
 GroupOne has 200+ employees located across the US
and India

3.  GroupOne’s search for a CRM started in 2009 while using
ACT!.
◦ ACT! did not have the ability to pull reports or track our leads and
opportunities like we needed.
 After watching a demo of Salesforce we were sold and ready
to make the switch. We started with the roll out of Sales then
decided to move our Support over to Salesforce and now we
are working our way into the final departments of GroupOne
 Since 2009 GroupOne has attended all 3 Dreamforce
Conferences and we continue to look forward to what
Salesforce will do next and how it will help transform our
company

4.  Number of Full License Users :
◦ 83 active Salesforce users
◦ Activating another 41 licenses to our remaining India teams
this quarter
 Departments on Salesforce:
◦ Sales, Support, Billing, Coding, Human Resources, Project
Managment, Training, Accounting, Credentialing
 Type of Licenses:
◦ Salesforce Enterprise
◦ Chatter Only
 Chatter Users:
◦ 239 total Chatter users across the USA and India offices
currently utilizing Chatter in our organization

5. We use Cloud2You for Sending Greeting Cards, post
cards, brochures, etc through Salesforce with the click
of a button. We use this app for many promotions,
thank you cards or holiday greetings.
Docusign is used for all of our contracts. We
have our providers electronically sign each
contract and it is sent back to the office to be
electronically approved and then stored in
Salesforce. This has helped save our office and
sales team so much time!
Used for contacting our prospects and for the use
of landing pages for gathering leads.
Liveperson is used on our website to navigate
traffic and answer questions about our services
through Live chat.

6. iContact is used for managing our marketing
campaigns and mass emails sent to leads and
opportunities
TeamSupport is utilized within our Patient
Accounts department as a ticketing system
to track all patients tickets and solutions
We currently started using JobScience for
our recruiting/HR department
The Appirio cloud sync app is used to set
up a bi-directional sync for our Gmail
Calendar and Salesforce calendar

7. Formstack has helped to improve efficiency within our office by
gathering data through electronic forms and pushing the info into
Salesforce CRM.
We have utilized Formstack for:
*Obtaining New Client Practice Info
*Company Evaluations
*Internal employee surveys
With Formstack the data is accurate and pushed directly into
Salesforce fields for employees to access immediately.
Formstack saves us from sending out multiple pdf documents to be
filled out and faxed back.
This tool has proven to be worth every single penny.

8.  We have 259 Chatter Users throughout our US
and India offices, 39 active Chatter Groups,
and have utilized Chatter for projects such as :
◦ Document Sharing
◦ Internal Task Force collaboration
◦ Planning GOHS Christmas Party 2011
(& other company events)
◦ Sharing company wide KUDOS / Acknowledgments
◦ Notifications and updates about GroupOne

10.  User adoption
◦ Getting everyone to see the benefits of data quality
and to take responsibility
 Measuring User Adoption & Holding everyone
accountable for updated information
 Getting management to Champion the
Salesforce movement and excitement

11.  We have many projects on our roadmap that
will continue to unify GroupOne tools
◦ We just moved our Project Management department
over from Basecamp to a Salesforce app-
Milestones PM .
 Since 2009 Salesforce has brought GroupOne
Health Source into the cloud and simplified
processes and collaboration within our
organization.