envelope icon

Success story

Hair & Skin

30 seconds summary

Short and simple

Sales Cloud implementation even before the 1st store opened: Salesforce as a tool for digital patient management including management of appointments and documentation.


  • A CRM system that scales with the business
  • Digital approach to all internal and external patient processes
  • End-to-end patient management in one system

Customer benefits

  • Pre-opening rollout enables flawless customer management from the start
  • Online patient registration and access to patient information directly in the store thanks to the Salesforce app
  • Digital patient management: from online appointment scheduling to contract processing, everything included in one system
  • Improved overview created through differentiation of various treatments
  • Elimination of manual tasks due to automation 

About the project

Why Salesforce
& Salesfive

To offer hair transplants and autologous blood treatments for skin & hair affordably and locally: that is the mission of the Swiss company Hair & Skin.

Digital First – with this principle, the founders were already able to scale at bestsmile. They wanted to use these synergy effects for Hair & Skin and decided to hire Salesfive again for the implementation.

The special feature

Digital-first approach for patient management

In order to offer paperless management of patients, medical reports, and all appointments, Salesforce was extended to include third-party software Shore, JotForm and PandaDoc.
Connection with Shore as an appointment booking software: online appointment booking automatically triggers a notification in the Salesforce system to the assigned employee and stores all customer data in the system.

With JotForm’s forms, the customer has the ability to fill in all information independently and directly via the tablet – thus reducing the workload for employees and keeping the database up to date.

PandaDoc creates a flexible document workflow: intuitive creation, automatic sending of contracts and digital signing by the customer.

The result

Salesforce by

Salesforce for a digital patient management.

Our Salesforce solution

  • Implementation of the Sales Cloud
  • Integration of Shore, JotForm and PandaDoc
  • Central database for customer documentation and treatment types
  • Automated notifications for check-ups or follow-up appointments

The benefits for Hair & Skin

  • All treatment workflows in one system
  • Processing of all data in the store via Salesforce app for tablets
  • Scalable system grows along with the registration of the 1st patient
  • Paperless company: all customer-relevant interactions are digitally visible
  • Overview of patient status including all appointments

“As Salesforce already achieved great success for bestsmile, we decided to implement the CRM system for Hair & Skin as well, even before we opened our first store. With the 1st registration, the system already scaled along. The entire process being digital not only offers transparency across the different stores – we can also provide excellent support for our patients.”

Hair & Skin

Ready for the next project? Let’s talk!

Schedule a meeting Contact us

Other success stories

This is how we have already been able to help other customers



From the very first second, bestsmile has relied on Salesforce’s scalable and flexible solutions. The digitization of the customer journey and precise analytics supported the enormous growth of bestsmile.

Cloud used:

  • Sales Cloud




Read the entire success story here

Terra Canis

Traceability and transparency: documentation of all service and marketing activities in one system. Nurturing new and existing customer relationships thanks to automated email campaigns integrated into the customer lifecycle.

Clouds used:

  • Service Cloud
  • Pardot



Read the entire success story here