Healthcare Case Study
About Valley Surgical
Valley Surgical purchases and redistributes surplus medical supplies from hospitals and surgery centers. Based in the United States and founded over 10 years ago, Valley Surgical is a distributor for many hospitals and surgical facilities across the country. The company’s core value is to provide “a green alternative solution” addressing the “huge problem in healthcare, where there is a lot of waste and over production”.
Valley Surgical works with relief organizations, redistributing surgical products worldwide.
David Johnson, Vice-President, joined the organization in August 2015 and is responsible for developing and managing the sales & operations team. David recognized the need for a CRM system as soon as he joined the company. “It was one of the first things I saw, there was nobody managing the system, it was just there because someone told them they needed it. So, when I got to Valley Surgical it was very important to manage customers.”
He adds “there was really not much account management going on. It was just sending email blasts, then following up on what we knew was hot. It was the perfect opportunity for me to get in there, spread my wings and help bring in the right systems that complimented the goal”
What do you like most about Really Simple Systems CRM?
“The response time from the support team at Really Simple Systems is amazing, especially not knowing how big our company actually is and me being in the United States and Really Simple Systems in the UK. When I did the demo and saw that I had the ability to customize, that was a huge thing, especially being able to upload the custom fields and the custom tables really helped.”
What has been the biggest benefit of using Really Simple Systems CRM?
“I would say bringing all of the sales process under one roof, meaning I didn’t have multiple systems. I now have everything in one place so streamlining it makes it more efficient. I’m able to track all my data.”
David adds, “We have been able to customize it to fit us perfectly. The campaigns section in the marketing module allows you to add members, so good strong data in means good strong data out. This allows us to be able to really drill down on certain contacts and accounts and be able to home in on them much more than the company had been able to do before.”
What importance would you place on the CRM at Valley Surgical?
“It’s extremely important, especially when it comes to communication to all our prospects and customers. It is the primary means of communication which is everything”.
Which feature do you use the most?
“The sales module is used by practically the entire organization, so I would say 70% sales module and 30% of our time is in the marketing module.”
What would you say to anyone currently looking at using Really Simple Systems?
“I would say to them to lean on the support offered because everyone has been so helpful. They are very timely with their responses and even willing to make phone calls to the Unites States whenever it is needed. Lean on the support, do the demo and trial, and really have fun with the modules”.