HubSpot Setup for Dental Office Chain

SmileForYou GmbH runs 5 dental offices and uses a standard application in that space - Ivoris. Ivoris is a wide spread solution for dental offices, but without modern tools like REST API, marketing tools, customer service or easy integration with other tools. Ivoris tends to lock clients in making it expensive and difficult to modernize and digitize processes.

HubSpot was implemented to address those shortcomings. Ivoris was integrated with HubSpot to sync patient and appointment data between the two applications. Data from all 5 offices was centralized in one application and all workflows have been streamlined, which in turn improved team performance across all offices. Up-to-date reports enabled fast evaluation of team performance and financial forecasts for all offices.

• Office management offers no tools for customer service or marketing
• No reports on sales, finances or team performance available
• No tools for digital marketing
• No tools to efficiently manage several offices, since every office runs on its own, detached instance of the app

• Implement HubSpot to centralise office management
• Sync patient and appointment data from all offices with the CRM
• Streamline patient onboarding and treatments
• Improve customer happiness with proactive communication
• Simplify online scheduling of appointments

• Streamlined patient onboarding improved financial performance because less patients were forgotten about
• Centralized data improved patient experience and happiness, resulting in more personal referrals by patients
• Up-to-date reports enabled team managers to quickly address team performance issues
• Documentation has been digitized and massively reduced back and forth to get payments
• Better communication between individual teams thanks to organized workflows and better patient history