CodaMetrix’s Director of Account Management Kate Boerma did not originally envision that she would be responsible for building the company’s Salesforce configuration. Though she had some familiarity with the platform as a user, she quickly realized the team would need more support in creating a scalable CRM that would be beneficial both immediately and in the future. Rather than hiring a Salesforce Admin, CodaMetrix implemented Sweep to support Kate and her team in building, customizing, and incorporating best practices that would set the entire company up for success.
Based in Boston, MA, CodaMetrix's cutting-edge, multi-specialty autonomous medical coding platform leverages AI to continuously learn from and act upon the clinical evidence in the EHR. The platform autonomously translates clinical notes into billing codes that satisfy coding requirements, ensuring claims consistently represent the unique and complete episode of care, reducing human coding workload, while improving the efficiency and optimizing the quality of medical coding.
Salesforce onboarding as a service
As a startup with an eye towards efficiency, CodaMetrix originally worked with an external consultant to set up their Salesforce and support management efforts. “We brought in a contractor to avoid hiring a dedicated admin,” says Kate. “But we found that it just wasn't resonating. We were still lacking the knowledge on how to build Salesforce appropriately,” says Kate.
However, the internal team did not have the experience to thoughtfully build out the Salesforce infrastructure in order to transform it into a robust CRM on their own. The team needed guidance over where to start, what to build, and how to execute in a way that would work for them down the line. “We were slow to get anything accomplished because we didn't have internal thought leadership around the Salesforce structure and determining the best ways to build it effectively and efficiently,” says Kate.
But by taking advantage of Sweep’s AI-powered visual workspace, Kate was able to save time while customizing their configuration with confidence. “It would take me two hours to do something really basic in Salesforce,” Kate explains. But with Sweep, I get those two hours back.”
Maximizing visibility for cross-functional leaders
As the company continued to grow, Kate wanted to ensure that Salesforce provided senior leadership with the right insights at the right times. This involved setting up processes and frameworks but also ensuring data hygiene and proper reporting. Kate was eager to have more visibility around CodaMetrix’s sales pipeline as well as their renewal strategy. “We built client health scorecards so that we're tracking the right pieces in the right place,” says Kate “So now we have a process, and a place where things live that is organized and repeatable and scalable.”
Setting Salesforce up for future success
It was important to Kate and the CodaMetrix team that their Salesforce configuration not only reflect their current needs, but also was able to expand to accommodate future growth, expansions, and changes to the GTM strategy. “Salesforce is complex to build out, but that’s where we partnered with Sweep,” says Kate. “They provided us with the best practices to build what we needed.”
Kate also worked closely with Sweep’s customer success team to help determine priority projects and build a proper roadmap for the CRM that would be more scalable. She was able to set up time with Sweep to go over a list of wants and needs from the CodaMetrix leadership team. Then, she was able to get real-time feedback and tactical support on solving challenges but also determining which projects to tackle first. “We were able to troubleshoot where we were seeing gaps, and we were able to really quickly resolve those,” says Kate. “So things that had taken us six to ten to twelve weeks are now taking a single meeting where we can fix it on the spot.”
As the company grew, Kate was ultimately able to hire a new team member to support in CRM management. Since the infrastructure was already fully established and documented, the new hire was able to hit the ground running with her contributions from day one. Plus, CodaMetrix hired a new CRO as well who is now focused on pivoting part of the GTM strategy which can also now be fully supported by their Salesforce configuration. By implementing Sweep, the team was able to keep an eye on functionality and best practices in a way that streamlined scalability.
By using Sweep, Kate and the CodaMetrix team were able to build, customize, and manage Salesforce in a way that improved efficiency, saved time, and reduced overall spend. If you want to learn more about how Sweep can support your team regardless of where you are in your Salesforce journey, book a demo today.
