Case Study
Kareo’s Challenge
Kareo: Using InsightSquared To Forecast Better, Measure Conversion Rates And Grow Sales By Rachel Palmisciano Posted April 7, 2014 InsightSquared recently spoke with Rick Palmer, the Sales Operations Manager at Kareo, a cloud-based, medical software company that provides Electronic Health Records (EHR) and Practice Management (PM) software to medical practices. In early 2013, Kareo launched two new products: a Revenue Cycle Management (RCM) service and an iPad application for their EHR service. Kareo’s Challenge Because of this product expansion, Kareo needed to rapidly grow their new EHR product and RCM service, while still maintaining strong growth with their Practice Management (PM) Application. Metrics and visibility were difficult to harvest as the sales team grew and changed. When