How CloneNer Saves Time and Increases Revenue for Caredove
Project Overview and Customer Story
Caredove is a Canadian health technology company founded in 2012. The company builds software that helps community health agencies manage referrals and improve access to home care and community services, supporting more than 700 organizations across Canada. The team relies on HubSpot to manage customer deals, including a large volume of 12-month term renewals that peak at the end of the government fiscal year.
With over 50% of customers up for renewal within a short period, the renewal process was highly repetitive. Each renewal required duplicating existing deals, associated contacts and line items, which was time-consuming. With more renewals to manage, the team needed a faster and smoother way to manage operations.
Impact and Transformation in Action
After implementing CloneNer for deal renewals, Caredove quickly saw real improvements in their workflows:
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Time savings. Duplicating a renewal deal now takes 5–10 minutes less per deal. With around 60 renewals in a short period, that adds up to about 5 hours saved every month.
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Increased efficiency. Deals, contacts and line items can be duplicated in just a few clicks, which reduces manual work and lowers the risk of mistakes.
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Revenue growth. A more organized renewal process can help increase renewal rates by even 5%. On $100,000 in renewal revenue, that means about $5,000 in annual revenue.
Key Results
About Caredove
Jeff Doleweerd and Tim Berezny, the founders of Caredove, dedicated countless hours to analyzing the process through which patients access home care and community services. They repeatedly encountered common issues: overwhelmed intake staff struggling to manage referrals, backlogs of voicemails and faxes, and patients experiencing difficulties in accessing care.
In response to these challenges, Caredove was established in 2012 with the aim of addressing these longstanding problems.
Caredove builds software that helps community health agencies. The team is proud to work with more than 700 organizations across Canada. Every eReferral sent through Caredove means a seamless transition in a client's health care journey, keeping them safe, healthy and happy at home.
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What Our Customers Say
We have tried several different deal duplication widgets, and CloneNer is by far my favourite. At the end of the government fiscal year, we have to renew over 50% of our customers in a short period of time. This comes in handy as I close one term’s deal and duplicate it to begin their new term renewal deal.
There are so many features that streamline this process and make the transition between sales & operations simple and straightforward. We duplicate deals for customers at the time of their renewal, which is usually a 12-month term. Creating a duplicate deal from scratch, especially all the contacts and line items, is incredibly time consuming. This saves me probably 5–10 minutes for each deal I have to duplicate. No cons that I can identify! We love it.”
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