How to resolve the managerial problems in a clinical diagnostic centre through business automation?

12.05.23 12:30 AM - By OHO Solutions

Unveiling the power of technology in business with ZOHO business applications.

Every business has unique and different needs. Catering for all of it through a single product can never be the solution. This is where integration of various products and customisation according to the customer comes in to step up the efficacy of business. Let us understand this better by taking a real-life example of Natural Hair Plants (NHP). It is an advanced hair and skin clinic in Kannur. Established from the year 2017, NHP has transformed thousands of lives from the inside and the outside. They approached us with a bunch of problems that were hindering the growth of their business.

The Problems:

The very first part of resolving an issue is to understand it completely. As rightly quoted by Charles Kettering, “A problem well stated is half solved”. At OHO Solutions we conduct in-depth sittings and discussions with the customers to understand their problem completely and pitch in the right solutions. Upon discussions, the major issues of Natural Hair Plants were as follows:

  • The complete marketing team faced problems such as difficulty in generating, storing, organising, managing and following up with leads generated through social media marketing and email campaigning.

  • The manager was not able to keep track of the work done by his front-end staff and sales executives. This made the performance analysis and work quantification difficult. Monitoring and analysing continuous follow-ups became a tedious task. Due to this scheduling a doctor’s appointment at the right time got harder.

  • The front-end staff and sales executives could not store and manage the lead details provided to them, making the constant follow-ups nearly impossible.

  • The doctors of the clinic were rarely notified about the appointments in advance. The appointments were not in sync with the doctor’s availability due to informal channels of communication. As this is a hair plantation business, the doctors had to keep track of the large number of pictures sent by the clients to measure the progress. The storage of these images in the system and keeping a track record with Excel and other traditional measures were harder. Hence, scheduling the appointments, tracking the progress of treatments and uploading and storing the client photographs and prescriptions was a hectic task for the doctors. 

Solutions Offered:

A bunch of ZOHO applications and products were introduced to the clients to satisfy their requirements better. Each application was integrated in a customised way to cater to all the needs of the client as requested by them. Our efficient solution architects understood the flow of business better and curated the products in a way to keep all the future needs of the client aligned. The following were the customised version of integrated ZOHO products introduced to the client:


  • ZOHO CRM: for lead generation, storage of information, management, follow-ups and customised reports generation. The manager can download the necessary reports using the reports and analytics feature of ZOHO CRM. It makes different types of analytics reports available in less than 2 minutes making the process of data management easy and quick. Its unique downloading feature helps the admin to export the data into Microsoft Excel format and also in downloading and saving the data as PDF and CSV files. All customer data from various channels are made available in the ZOHO CRM through the integration of various applications so that the process of data storage and follow-ups of generated leads are made easy.

  • ZOHO SOCIAL: to cater the social media marketing needs. It helps in scheduling the social media posters and helps in posting from Facebook and Instagram simultaneously.

  • Integration of ZOHO CRM and ZOHO SOCIAL was done so that all the data from ZOHO SOCIAL was transferred and available in ZOHO CRM as leads. This helps in boosting the lead generation process.

  • ZOHO CAMPAIGN was introduced to cater to all their needs regarding email campaigns. The basic, pre-defined and manually created email templates made their email requirements quick and easy.           

  • ZOHO CAMPAIGN was again linked to ZOHO CRM so that all the data collected from email campaigns are stored as leads that can be used for future references and conversions.

  • ZOHO BOOKINGS were introduced to keep the bookings and appointments with the doctors aligned.       

  • ZOHO CREATOR was introduced to cater for the needs of doctors. The integration of ZOHO CREATOR and ZOHO CRM allowed the doctors to be notified immediately about the scheduled consultation appointments through the doctor’s portal. This portal also allowed doctors to schedule future appointments and upload their prescriptions and an endless number of images to track the progress of the treatment. All of this information was made available in ZOHO CRM through integration so that the members of the customer service department can follow up with the patients at the right intervals.

  • ZOHO WORK DRIVE was introduced to store all the images and other necessary information about the business in a secure and easily accessible model. This made access to data easy and quick.

  • SALES IQ was another important feature introduced to the client which is a unique chatbot assistance service. Embedding this in the website and other public platforms helped them to generate, track and store the leads that came in as random website visits and chat enquiries.

  • ZOHO FORMS was introduced to the client and a customer portal enquiry form was created as requested by the client. It consisted of a public link and a QR Code which was used to generate leads by publishing on various platforms. The integration of ZOHO FORMS and ZOHO CRM allowed to track and store the information about the generated leads for initiating further steps of conversion.


The Astounding Impact of Business Automation:


OHO Solutions understood each and every requirement of Natural Hair Plants and offered them the perfect solutions by integrating and customising various ZOHO applications. This has helped in tremendously improve the business as it helped in fastening the business flow at a pace that was unimaginable with the traditional modes of management integration tools like Microsoft Excel. The business had witnessed a true technological acceleration that gained them a lot of time and reduced most of their efforts. Systematic storage of data was possible that can be accessed at any time using just a few clicks. Running a social media campaign was never made this easy as tracking the leads and sending follow-ups were way quicker. As a whole, Natural Hair Plants found a new and improved way of doing business by empowering them with the right technological advancements.


Contact OHO Solutions to empower your business with the right technology and automation tools. Empowering businesses with the right technology have always been our passion. Small or big, we understand and customise the right tools to automate your business at a very nominal and affordable price. If you are still confused about the suitability of such automation tools and their feasibility in your business then enrol yourself for a free 30-minute discussion with the expert panel of OHO Solutions by dialling 9567443377 or by writing us to info@ohosolutions.in. We will be happy to serve you.

OHO Solutions