Meza Dental / Transforming Commercial Processes and Communication in the Dental Sector

Industry

Healthcare

Challenge

Meza Dental needed to improve lead management and internal communication, integrating commercial and clinical processes to enhance efficiency.

Results

The CRM implementation improved lead management, streamlined internal communication, and enhanced patient experience through automated follow-up and centralized data.

Key Product

mezadentalcare.com/

$80M

company's Annual turnover

Medium

Company size

CRM, Automations

Project type

ICX led the CRM integration with WordPress, automating lead capture, follow-up, and internal communication, including call and appointment management.

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About Meza Dental Care

Meza Dental Care is a premier dental clinic specializing in cosmetic and implant dentistry, with locations in San José, Costa Rica, and Cancún, Mexico. Founded in 1995 by Dr. Alberto Meza, a fifth-generation dentist and the first accredited member of the American Academy of Cosmetic Dentistry (AACD) in Costa Rica, the clinic has established a reputation for excellence in dental tourism.

The clinic offers a comprehensive range of services, including cosmetic dentistry, dental implants, All-on-4® procedures, and full-mouth restorations. Their team comprises highly skilled dentists trained at prestigious institutions such as UCLA and Loma Linda University, bringing over 50 years of combined experience to patient care.

Catering to international patients, Meza Dental Care offers personalized assistance throughout the treatment process, including complimentary transportation and help with travel arrangements, making it a preferred destination for dental tourism.

The Challenge

Meza Dental needed to enhance how their commercial team managed leads by ensuring timely and efficient follow-up. Additionally, integrating internal communication channels was crucial to improve coordination between back office, front office, and doctors, streamlining appointment management and patient handling.

Type of Service Contracted

HubSpot CRM Implementation
Automated Lead Follow-up
Customized Commercial Pipeline
Internal Communication Coordination

Enabling Tools

HubSpot CRM
WordPress
SMS Automation
CRM Call Integration

The Solution

ICX Consulting designed an advanced integration and automation strategy to centralize lead management and structure the commercial pipeline intuitively. Automated communication flows were established internally and externally, ensuring that sales, administrative staff, and doctors were consistently synchronized. The solution also included integrating WordPress with HubSpot, automating lead capture, and implementing workflows for emails and SMS notifications.

Enhanced Commercial Efficiency: Automated lead follow-up and streamlined communication with patients.

Improved Internal Coordination: Seamless communication between back office, front office, and doctors through the CRM.

Advanced Operational Control: Business rules and control points to measure team performance and ensure compliance with standards.

Comprehensive Clinical Data Management: Patient information captured and strategically utilized within HubSpot.