A closer look: Understanding the client's business challenges
For several years, the client had been developing and distributing a SaaS marketing platform for dental practices and DSOs (dental service organizations). To upsell the platform and stay ahead of its competitors, it was paramount to add new functionality with a focus on three key business goals:
- Running multichannel marketing campaigns
- Reactivating patients as well as engaging new ones
- Calculating ROI and choosing the most lucrative strategies