Hotze Case Study

Hotze Health & Wellness Center Moves to CRM Online and Improves Productivity and Efficiency by 70 Percent

Founded in 1989, Hotze Health & Wellness Center (the Center) is a world leader in the alternative health care industry and has successfully treated more than 20,000 patients. The Center’s focus is to help patients obtain and maintain life-long health and wellness by addressing the root cause of symptoms, and correcting health ailments naturally rather than merely masking symptoms with drugs.

Challenge

Hotze Health & Wellness Center was using an older on-premise version of CRM for several years prior to considering a cloud-based solution such as Microsoft Dynamics CRM 2011 Online.The company had a lot of false starts with their existing CRM and wasn’t using it to its fullest. They needed to work with an experienced Microsoft partner like PowerObjects who understood their requirements and how CRM would fit their business. 

Solution

As the need to add a new server to support Microsoft Dynamics CRM on-premise became apparent, the company decided that it was time to move CRM to the cloud and start fresh. That’s where PowerObjects stepped in with the PowerSuccess service-as-a-subscription program. The program allowed the Center to work with a team of PowerObjects CRM experts to define the requirements, migrate the disparate data, and get them up and running with CRM online quickly. “What’s great about PowerSuccess is that it’s a cohesive program and offers a proven process to move CRM to a cloud environment. Because PowerObjects are the experts at this, we knew they were the right partner for us to make this happen. In just a couple of months, they migrated our data, trained our staff, and got us up and running.” 

With PowerSuccess, for fixed monthly fee, the Center has access to a team of CRM experts on an ongoing basis who are there to help train and guide the organization every step of the way. “Throughout the entire process, the PowerObjects team has been great to work with. As we continue to grow and evolve, it gives us peace of mind knowing that we have access to CRM experts on an ongoing basis that understand our business and know how to get things done,” said Nech.  

Key Benefits

One of the greatest benefits the company realized with the solution was the ability for the sales, marketing and operational teams to access a centralized database of information. “With the help of PowerObjects, we now have an integrated CRM system that everyone can access and gain valuable information from. Everyone is seeing what CRM can do and it has become the glue that keeps us working together so well,” she added.

Through the dashboards and reporting within CRM, each team now has greater access and visibility into the data, giving them better intelligence to do their jobs. With CRM integrated into their business processes and having the information they need at their fingertips, the company estimates they have increased their overall productivity by 70 percent.

From an IT perspective, the day-to-day support has been greatly reduced. “Before the new solution, the IT team had to maintain and support CRM on a daily basis. With everything centralized in the cloud, the IT support has been minimized. Our staff can now create their own reports and dashboards on the fly, allowing the IT team to focus on more pressing projects within the organization,” said Nech.

Overall, the PowerSuccess program and moving CRM to the cloud has been a win-win solution for the Center. “The entire process has been great and the outcomes have been exceptional for our company. We’ve accomplished more in the past four months then we have in the past four years, and we owe much of that to PowerObjects and Microsoft Dynamics CRM,” she added.