Advica struggled with inefficiencies after months of trying to make Salesforce work and needed a CRM that streamlined workflows, improved data accuracy, and enhanced communication.
Challenge
Advica, a leader in online healthcare, was struggling with inefficiencies caused by outdated, internally built software that wasn’t designed for the entire organization. After spending months trying to implement Salesforce without success, they found themselves dealing with workflow bottlenecks, data inaccuracies, and internal communication breakdowns. They needed a solution that would streamline operations, improve information access, and support their rapidly growing business.
Solution
Rather than jumping straight into technology, OneMotion approached the challenge with a business first mindset. The OneMotion team focused on understanding Advica’s pain points at an operational level, identifying where the current system was failing. OneMotion then implemented Zoho CRM, a solution that not only addressed immediate inefficiencies but also provided a scalable foundation for future growth. With expertise in balancing process and technology, OneMotion ensured that the new system aligned seamlessly with Advica’s workflows, rather than forcing the business to adapt to rigid software constraints.
Benefit
With Zoho CRM in place, Advica has transformed how they manage data, communicate internally, and serve their clients. Automated data entry has significantly reduced manual input errors, internal messaging tools have streamlined collaboration, and employees now have instant access to the critical information they need. The result is a more efficient, cohesive, and scalable system that empowers Advica’s team to focus on what matters most—delivering exceptional healthcare services.
The Breaking Point.
Advica, a leader in online healthcare, needed a system that could keep up with their growing business. Their previous CRM had been built internally for a single user rather than the entire organization, leading to inefficiencies, communication breakdowns, and inaccurate data. When they attempted to transition to Salesforce, they found the platform wasn’t working for them. After months of effort and a high price tag, they still didn’t have a CRM that met their needs.
Without a streamlined process for managing patient information, their team faced significant operational roadblocks. Sensitive client data—such as medical history, prescriptions, and healthcare files—was difficult to retrieve, often incomplete, and lacked proper security controls. Advica needed a solution that could centralize their data, improve internal workflows, and enhance their ability to serve clients efficiently.
The Solution That Worked.
OneMotion took a business first, technology second approach to solving Advica’s challenges. Instead of focusing on software features, the team identified the core pain points affecting Advica’s operations. The solution was not just about replacing an outdated system—it was about aligning technology with business processes to enable growth.
OneMotion implemented Zoho CRM, a flexible and scalable platform tailored to Advica’s needs. The new system automated data entry, improved team communication, and provided employees with real-time access to critical information. More importantly, it was built to support Advica’s future growth rather than just fixing immediate issues.
Just getting things talking to each other has helped – taking pressure off team members to do that back and forth – even simple tools like messaging has helped with communication and helped us to connect
BERNIE KNOWLES
DIRECTOR OF OPERATIONS, ADVICA HEALTH
The Impact.
With OneMotion’s solution in place, Advica experienced immediate improvements in efficiency, accuracy, and collaboration. Workflows that were previously siloed are now fully integrated, allowing teams to seamlessly access and share critical information in real-time. By enabling clients to input their own medical information directly into the system, the risk of data inaccuracies and manual errors has been significantly reduced. Internal communication has also improved, eliminating the back-and-forth that once slowed down decision-making. Most importantly, Advica’s team now has confidence in their technology—empowered with the right tools, they can focus on providing top-tier healthcare services without being hindered by outdated systems. With a CRM designed for scalability, Advica is now well-positioned for future growth, ensuring they can continue to expand without operational bottlenecks.
