Healthcare SaaSSix integrations. Full attribution. One connected sales operation.
Leading UK healthcare operations platform serving dental, primary care, veterinary and hospital sectors.
The Challenge
Where Agilio were when they came to us
- Leads from Marketing Cloud not routed to correct divisions in Salesforce
- UTM parameters not captured. No campaign attribution.
- Calendly not connected to Salesforce. Meeting source data lost.
- Gong not integrated. Sales sequences disconnected from CRM.
- No lead scoring model or structured MQL process
- Deal won notifications ad hoc. No systematic way to share commercial wins.
What Rumlo Did
How we solved it
- Designed and implemented a full UTM tracking framework connecting website forms to Salesforce via Marketing Cloud, automatically creating Campaign Members with matching UTM data
- Integrated Calendly directly with Salesforce, passing UTM parameters through at point of booking
- Integrated Gong with Salesforce: salespeople could manage sequences and track prospects through the funnel with full CRM visibility
- Configured Microsoft Teams to fire deal won notifications automatically from Salesforce
- Built a structured lead scoring model drawing on email opens, clicks, webinar registrations, form fills and event attendance, automatically flagging MQLs and passing them to sales for SQL qualification
The Result
What changed.
- Full UTM tracking in place: every lead attributed to correct campaign, form and division
- Calendly connected: demo bookings tracked with source data
- Gong integrated: sequences and prospect tracking fully connected to CRM
- Teams deal won notifications live: commercial wins shared automatically
- Lead scoring operational: MQLs identified and passed to sales automatically
- Clean MQL to SQL handoff established across all divisions
“
This is a complex set-up, and what stood out was how quickly Rumlo grasped the nuances without needing extensive hand-holding. Our sales and marketing teams now have the visibility and tooling to manage pipeline the way a scaling business like ours actually needs.
Mike Beech
CMO, Agilio Software
This is a complex set-up, and what stood out was how quickly Rumlo grasped the nuances without needing extensive hand-holding. Our sales and marketing teams now have the visibility and tooling to manage pipeline the way a scaling business like ours actually needs.
Mike Beech
CMO, Agilio Software