Background
COVID-19 testing has been integral to keeping the world running - from helping sick individuals reduce the spread to making it safer to get back to the activities we’ve missed.
RPD Testing brought this critical function to Montréal, Canada in 2021. Their mission: Make it as easy as possible for their clients to get tested quickly, conveniently, and affordably.
As their rapid testing experience led to rapid growth, RPD Testing leveraged Salesforce and S-Docs document generation to streamline their customer interactions. Their vision, along with the right technology, has elicited overwhelmingly positive customer feedback - and made RPD Testing the largest rapid testing clinic in Montréal.
How RPD Testing Works With Salesforce & S-Docs
To schedule a COVID-19 test, RPD Testing clients fill out a quick form online.
“Online appointments are fed directly to Salesforce in real time,” explained Kevin Me, co-founder at RPD Testing and former Lead Solution Engineer at Salesforce. “We also have a guided tablet experience that uses Flows to allow clients to create their appointments at the clinic.”
Check-in and testing typically take just two minutes. When results are entered into Salesforce, S-Docs auto-generates a test result certificate and emails it to the client - or prints it on-site, if preferred.
“It became apparent very quickly that S-Docs was the solution we needed based on its speed and native experience, which has made everything else so much more seamless.”
“The certificate templates are all dynamic. Clients will receive documents with different verbiage automatically based on the type of test performed,” Kevin elaborated.
S-Docs allows RPD Testing employees to spend more time performing tests and delivering excellent customer service - and exceeds their clients’ expectations with lightning-fast results.
“Our customers are frequently surprised by how fast the entire process is. With Salesforce and S-Docs, their entire experience is streamlined.”
Why RPD Testing Chose S-Docs
As the leading supplier of travel-certified COVID-19 test result certificates in Montréal, RPD Testing needed a way to automatically create and send the documents to their clients without taking up their employees' valuable time.
“We tried a few different Salesforce document generation solutions, but most were unintuitive and difficult to use,” said Kevin. “Our goal is to get patients in and out in under two minutes. You can’t do that if you have to wait 20 seconds just for the app to load.”
Eventually, RPD Testing implemented S-Docs due to its faster processing speed and more intuitive user experience.
“S-Docs’ speed has been huge for us: it generates documents in a fraction of the time it took other apps,” said Kevin. “It was also much easier to implement. Even though I'm quite experienced with Salesforce, setting up other apps as a first-time user was incredibly complex. With S-Docs I was able to figure out everything by myself.”
In just a few hours, RPD testing was able to get their certificate templates built and automated for use in production.
“It became apparent very quickly that S-Docs was the solution we needed based on its speed and native experience, which has made everything else so much more seamless,” Kevin added.
Looking Ahead
RPD Testing has grown rapidly since its inception. The company is making plans for a second location and has recently formed partnerships with luxury hotels and other venues in Montréal to provide testing for larger group events. As they scale, they’re continuously looking to automate as much of the business as possible.
“We’re working on building S-Docs templates for itemized medical receipts now, so that clients won’t have to email or call for that information,” Kevin explained. “Customer satisfaction is our number one goal, and automation helps achieve that goal.”
”“Even though I'm quite experienced with Salesforce, setting up other apps as a first-time user was incredibly complex. With S-Docs I was able to figure out everything by myself.”
RPD Testing has received overwhelmingly positive feedback from its clients due to its focus on fast, efficient service.
“Our customers are frequently surprised by how fast the entire process is. With Salesforce and S-Docs, their entire experience is streamlined,” said Kevin. “I rate S-Docs 5 stars because it’s faster than the competition, easier to use, and provides incredible customer support.”
