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Salesforce Implementation

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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)


  • With Account 360, Sales Tracking, all employee have
  • 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.