CASE STUDY
Salesforce Implementation
Description
Implemented Salesforce Practices for a Healthcare e-Commerce Company
Business Problems
- Client had two sales verticals viz., B2B and B2C. B2C business is through e-commerce and B2B business is through the agent supporting customers with their order booking.
- Required a proper system to aid sales executives conduct day-to-day activities with clinics, hospitals, nursing homes, medical colleges, etc.
- Needed support services for the Sales team who need to reengage with existing customers based on their spend pattern and buying trends.
Solution Details
Implemented modules for:
- Lead, Account, Opportunity, Contacts, Quotes, Reports and Dashboards, Customer on- boarding.
- Inside sales team
- Provided similar modules for the sales team whose primary job is to make outbound calls and generate leads for sales team (CTI integrated)
CASE STUDY
Results
- With Account 360, Sales Tracking, all employee have KPIs
- Salesforce helps management get real-time info.
- Increasing collaboration and productivity.
- Customer service rating also improved.
- Improved integration with the sales team and back-end Supply Chain team increasing efficiency.
