Lantum cut
customer onboarding
time by 50%

After initial meetings with the team at Lantum to learn about their platform, what the challenge was, and their desired outcome from our work, RevOps Automated took the opportunity to delve into their CRM processes. It was clear that Lantum’s platform was having a significant impact on the healthcare system. With some smart revenue operations, this impact could be greatly improved.

Conducting a strategic workshop with Lantum, our specialists collaborated with their team to meticulously map out the precise moments in the application process when users should receive emails.

With a clear understanding of Lantum's strategy, we started the development of automated email workflows within HubSpot. When these email workflows were complete, she instituted a review process that allowed the Lantum team to efficiently assess all outgoing emails and monitor their performance.

Our specialists, alongside the Lantum marketing team, initiated the campaigns on HubSpot. Once live, she established a transparent reporting system and provided training to the Lantum team on how to manage these custom workflows and reporting.

But this was just the start. We went on to automate the entire customer feedback system through HubSpot, enhancing the overall efficiency and user-friendliness of the process.

The outcome

Lantum’s goal was to significantly reduce the amount of time it took for a user to sign up and be approved on their platform. Realising they didn’t have the capacity or knowhow in their team, they decided to look for a different solution and turned to RevOps Automated.

The result? After three months working with RevOps Automated, the time it took to onboard a new user was reduced by 50%. Not only that, but the time spent on user verification was reduced by two days per week.

The smart automations implemented by RevOps Automated meant Lantum were able to smash their targets for the project. But it didn’t end there. Lantum’s team are now confident enough to look at building their own CRM processes, setting the company up for even more success in future. All thanks to the training and leadership shown by Natalie and her team during their time with the company.

Because working with RevOps Automated doesn’t just end with you achieving one goal. You soon start achieving goals that you hadn’t even considered possible thanks to the strategy, leadership and quality of the work of the team here. Working with RevOps Automated sets you up for success.