Boosting Business Process Automation by Salesforce Sales Cloud
Project Description
SP Tech developed a Salesforce Sales Cloud solution for a Medical Device
Company, drastically reducing manual Business Process and data entry efforts
and seamlessly connecting different stakeholders on a single platform.
Industry
Healthcare Services
Products
Salesforce Sales Cloud
Project Challenges
The major challenge(s) to offer a comprehensive solution to the client:
- Product and Order Managementt
Our client needed robust and Integrated tool for managing products, product price, products kits and orders. As they were dealing with multiple customer from different regions, they had different price for products. So, they wanted to manage it and at the same time they also wanted solution for the order management. Sometimes they were selling products in a kit instead of single product with special discount(s). - A Real time Product Usage Management from Field worker
Our client wanted Real-time Product usage logging solution which should let them know the market of the product and competitor products. As they were extensively using Salesforce as their primary business process management solution, the new solution should seamlessly connect with SFDC and at the same time ease the process of data entry in Salesforce. - Reports and Dashboard for Products Usage
Our client wanted a Business intelligent tool to perform data analysis and create reports, summaries, dashboards, graphs and charts to look with detailed intelligence about the nature of the business. - Automated Invoice Processing from beginning-to-end
Our client wanted to have Invoice process automated. Earlier they were sending invoices manually, manual emails to customers and were keeping track of it manually. So, they were ready to move manual invoice processing to the automated one.
Boosting Business Process Automation by Salesforce Sales Cloud
We implemented the following solution(s) to overcome the above challenge(s) for our client.
Product Order Management in Salesforce Sales Cloud Considering the client’s use case, our team designed and developed data base for the
products and order management, then with the use of Visualforce pages and apex, our team implemented solution for Products and Order management. As we designed solution
in a way, so they can select different price book for the customer and can manage order by adding product or Kit with discount. So, now order and product management with
accounting no longer remained a challenge. Salesforce Sales could base web portal Considering the client’s extensive use of Salesforce, we suggested them to leverage
Salesforce products itself to create the final solution.
Project Results
- Cost reductions through order accuracy
Bringing real-time order statusfor better customerservice. - Reduced paperwork by automating invoice
Automation of invoices saved around 25-man hours a week - Better Customer Feedback
User friendly portal and ease of information access garnered positive user feedback across all channels - Revenue increased by 30%
The portal helped client land bigger deals resulting in increase of business by around 30%.
Our customers love what we do
SP Tech has impacted over 3X in revenue around the world. Our contributions are quite evident in our customer success stories.
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