Transforming Partner Onboarding and Training for Simpli San

Industry

Healthcare

Services

Tier 1 Customer Support (German language): Freshdesk, Whatsapp, Mattermost, Github

Back office data entry & document import

Knowledge Management and Learning Design

Overview

Simpli San is a German cloud-based medical supply distribution and management software that provides a complete solution for stores selling medical equipment, from stock management to integrations with insurance companies.

With its innovative solution for a specific niche of the healthcare industry, the software soon rose to market leader status in Germany and saw growing client demand. This quick growth created challenges in scaling support for new and existing clients.

Simpli San doubled in size during the initial 6 months of our collaboration.

Challenge

Urge to transform the existing client onboarding and training model into a more scalable one

Solution

E-learning platform launched within two months featuring courses to accelerate new client onboarding and empower existing clients

A separate Service team established to manage client data entry, further reducing onboarding times

Hired an onsite Client Onboarding Expert to shadow and support CoreX’s Croatian team from Germany

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