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MedSys HealthTech

Introduction

MedSys HealthTech, a healthcare software provider specializing in patient engagement and electronic health record (EHR) solutions, faced a bottleneck in its sales process. Despite a strong product offering, its sales team was overwhelmed with administrative work managing demo requests, following up on inbound leads, and juggling scheduling across multiple providers and clinics.

Appointment Setter Online stepped in to streamline their sales workflow through targeted lead generation, inbound answering, and appointment setting, allowing MedSys to convert more interest into booked demos while giving their sales engineers time to focus on value-driven conversations.

Objective

MedSys HealthTech’s goals were to:

  • Ensure every inbound inquiry from clinics and hospitals was captured and responded to within minutes.
  • Increase the number of scheduled product demos with healthcare decision-makers.
  • Reduce no-shows and scheduling conflicts by implementing a professional appointment setting system.
  • Free sales engineers from non-revenue-generating tasks.

Challenges

  • Missed Inquiries: Medical practices calling after hours or during peak times went unanswered.
  • Time Drain on Sales Engineers: Highly skilled staff were spending hours on scheduling and follow-ups instead of selling.
  • Inconsistent Demo Flow: Outbound prospecting lacked structure, leading to peaks and valleys in the pipeline.
  • Complex Scheduling Needs: Multiple time zones and clinic availabilities often led to delays and reschedules.

Solution by Appointment Setter Online

  • Inbound Call Handling: Provided 24/7 professional answering for all inquiries, ensuring no clinic or provider went unheard.
  • Qualified Appointment Setting: Setters pre-screened prospects for budget, authority, and need before booking demos with MedSys’s team.
  • Targeted Lead Generation: Focused outreach to practice managers, IT directors, and clinic owners in growth-focused healthcare practices.
  • Calendar Integration: Synced MedSys’s scheduling tools with internal calendars to streamline demo booking and reminders.

Development Process

Discovery & Setup

  • Defined ICP: mid-sized medical practices, specialty clinics, and regional hospitals.
  • Built scripts emphasizing compliance, patient engagement, and workflow automation.

 

Pilot Campaign (2 weeks)

  • Tested outreach messaging across email, phone, and LinkedIn.
  • Refined qualifying questions to align with healthcare IT buying cycles.

 

Full Rollout

  • Implemented multi-channel outreach supported by inbound coverage.
  • Weekly reporting reviews drove continuous improvement in messaging and booking processes.

Technology Stack

  • CRM: HubSpot integrated with MedSys’s internal dashboards.
  • Scheduling: Calendly integrated with Microsoft Teams for demos.
  • VoIP & Call Tracking: CallRail for QA and attribution.
  • Analytics: Looker Studio for visibility into lead flow and appointment volume.
  • Compliance: HIPAA-conscious processes and secure data handling protocols.

Results

  • 76 demos booked with healthcare decision-makers.
  • +58% increase in demo volume compared to the prior quarter.
  • Show rate climbed to 81% due to reminders and confirmations.
  • –42% time savings for sales engineers, allowing more focus on closing deals.
  • Pipeline velocity improved by 33%, shortening the average sales cycle.

Healthcare technology companies like MedSys thrive when their experts focus on demos, solutions, and closing not chasing leads or managing calendars. Appointment Setter Online bridges the gap, ensuring every inquiry is answered, every meeting is confirmed, and growth becomes predictable.

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