Objective

Build a robust CRM to handle high-volume call center workflow for 100’s of doctor’s offices.

TLG is an advertising agency specifically focused in the medical industry. They approached Revelry to create new call center software platform that would allow customers to take on a more diverse set of clientele and rapidly scale their business revenue without scaling headcount. They had a need to tie into the five9 call center application to accept patient calls for scheduling.

The team at TLG was already stellar at converting calls into appointments, but wanted a scripting and appointment setting CRM that fit with how they already operated. The new software would have to account for multiple call operators trying to book the same time slot for an appointment at the same time. Revelry built the application from the ground up, and added a personality profiling tool for the TLG operators to improve call quality. The new TLG tools took 6 months to complete, and the company regularly taps the Revelry team to add further new features to their implementation. Revelry delivered a simple system that can turn anyone into a master appointment setter with just minutes of training.

Challenge

Make call center reps more efficient and faster by providing a system that made their work more intuitive.

  • Integrate into multiple existing systems
  • Accept calls from 600+ clinic customers
  • Create custom schedules for each office location, as well as booking and rescheduling appointments

I’ve been really happy with how they took my vision and implemented it. They did a great job of collecting the right information upfront.

Zed
{Trackable Lead Gen  President and CEO }

Trackable Lead Generation

Metrics That Matter

Status: Private Beta

Roles
  • Design Sprint
  • Custom Development
Stack
  • React.js
  • Postgres
  • Rails
  • Five9
  • Backbone

Visit Site

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large

Customers

600+ Ear Nose and Throat Doctors and their patients

Product

Appointment and call center CRM

Revenue

Yearly membership
+ % of transactions

Funding

Self funded and profitable