NxStage uses Titan to Automate Workflows in Salesforce Health Cloud

According to Joanna Smart, a marketing specialist at NxStage, the company decided to use Salesforce to streamline internal processes. Joanna explained that manually collecting, tracking, and storing data from contractors who worked on their advocacy program was no simple task.

For this reason, NxStage realized they needed a less labor-intensive way to manage contractors.

NxStage’s Challenge

As NxStage spent a significant amount of time filling data on spreadsheets and then uploading information into Salesforce, they were specifically looking for a new tool to:

• Connect contractor data seamlessly with Salesforce.




• Create, manage, and generate agreements and forms to meet all their document generation needs.




• Electronically sign agreements via Salesforce with a secure eSigning integration.

To meet all these requirements, NxStage needed a Salesforce web portal. This portal would provide easy access to information and not require Salesforce Licenses for contractors.

NxStage created an entirely digital workflow using Titan’s no-code apps: Web, Docs, and Sign.

The portal took no time to build and followed the requirements from NxStage, allowing contractors to access data with just a few clicks. Here are a few solutions that a single portal gave NxStage to optimize workflows:

• Contractors can log into the portal with an email address connected to their Salesforce contact record.




• Logged-in users can view events, update attendance, sign agreements, download attachments, view details, and advise if updates are needed.




• When data is updated in Salesforce, it is automatically reflected in the portal.




• Once a contractor accepts an event, the workflow is automatically routed to the area manager for approval and the addition of electronic signatures.




• When a contractor signs an agreement, automated notifications are sent via email to eliminate delays for the company.

Since the portal was so easy to build and implement with Titan, NxStage’s custom process now takes seconds rather than hours.

NxStage’s commitment is to “continue advancements in dialysis care and therapy options.” In just a few months, the company achieved all the business benefits it had hoped for by partnering with Titan.

What used to take a few hours is now accomplished in less than minutes by automating notifications, routing documents, eliminating spreadsheets, and reducing manual data entry.

Titan’s solution has all the features NxStage was looking for and is easy to use. Without any technical expertise, NxStage was able to create a custom web page that is mobile-friendly and easy to access for a better user experience and contractor retention.

Additionally, Titan automatically updates data in Salesforce, giving Joanna and the contractor’s team access to real-time updates and event statuses, allowing contractors to accelerate response times.

Moreover, by adding Titan Sign’s capabilities to their Salesforce environment, document generation and the signature process are now seamless experiences for Joanna and the contractors.

NxStage Saves 40 Hours and $18K in Salesforce Health Cloud with Titan

Ultimately, with the help of Titan, NxStage was able to save:

• 40 hours per month per manager.




• $12,000 per year on licenses.




• $6,000 per year on document generation and eSignatures.