Boston based Medical Device company boost their business process automation by Salesforce Sales Cloud

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.

About Client

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Our Client is Boston-based medical technology company bringing disruptive innovation to minimally invasive surgical devices. We set the highest standards in design engineering and smart manufacturing to deliver breakthrough technologies to market.

How we did it?

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Challenge: Product and Order Management

Our client wants robust and Integrated tool for Managing Products, Product Price, Products kits and orders. As they are dealing with multiple customer from different region, they have different price for products. So, they want to manage it and at the same time they also want solution for the order management. Sometimes they are selling products in a kit instead of single product with applying special discount.

Solution: Product & Order Management in Salesforce Sales

cloudConsidering the client’s use case, our team designed and developed data base for the products and order management and then with the use of Visualforce pages and apex, our team has implemented solution for Products and Order management. As we have 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 is no longer remained a challenge.

Challenge: A Real time Product Usage Management from Field worker.

Our client wanted Real time Product usage logging solution which should let us know the market of our product and competitor products. As they were extensively using Salesforce as their primary business process management solution, the new solution should seamless connect with SFDC and at the same time ease the process of data entry in Salesforce.

Solution: 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.Our team designed, developed, and deployed a Salesforce sales cloud-based web portal to allow field worker to log a usage of product in SFDC. We developed VisualForce pages-based application and using lightning components. Because the solution was built on Salesforce itself, updating data in Salesforce no longer remained a challenge.

Challenge: 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.

Solution: Reports, graphs, charts and dashboard with real time data.

To look on real time nature of Business we have created reports, charts, graphs and dashboard to answered business question like Top 5 surgeon, Top 5 hospital, Top products used in Surgery, Monthly usage of Products and etc. So, these solutions help them to get fresh insights to develop unique business strategies and also helps organizations as decision makers get an overall bird’s eye view through typical dashboards and graphs.

Challenge: Automated Invoice Processing from beginning to end

Our client wants to have Invoice process automated. Earlier they are sending invoice manually and email customer and keep tracking it manually. So, they are ready to move manual invoice processing to the automated invoice Processing.

Solution: Automated Invoice process

We have created Solution using Visualforce and apex programming for Making Invoice process automatic. Based on Order and invoice we are generating emails and send to customer. We have created three type of Email – Invoice Email, Overdue Reminder Email and Overdue Reminder Email. These solutions came with many advantages to our client like now they don’t need much time to generate invoice and send email to customer manually. Now it’s all automated. As earlier they do it manually so sometimes, they done mistakes but now there are no scope of error.
+ Salesforce Sales Cloud

Challenge: Product and Order Management

Our client wants robust and Integrated tool for Managing Products, Product Price, Products kits and orders. As they are dealing with multiple customer from different region, they have different price for products. So, they want to manage it and at the same time they also want solution for the order management. Sometimes they are selling products in a kit instead of single product with applying special discount.

Solution: Product & Order Management in Salesforce Sales

cloudConsidering the client’s use case, our team designed and developed data base for the products and order management and then with the use of Visualforce pages and apex, our team has implemented solution for Products and Order management. As we have 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 is no longer remained a challenge.
+ Usage Logging Tool

Challenge: A Real time Product Usage Management from Field worker.

Our client wanted Real time Product usage logging solution which should let us know the market of our product and competitor products. As they were extensively using Salesforce as their primary business process management solution, the new solution should seamless connect with SFDC and at the same time ease the process of data entry in Salesforce.

Solution: 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.Our team designed, developed, and deployed a Salesforce sales cloud-based web portal to allow field worker to log a usage of product in SFDC. We developed VisualForce pages-based application and using lightning components. Because the solution was built on Salesforce itself, updating data in Salesforce no longer remained a challenge.
+ Business intelligence Tool

Challenge: 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.

Solution: Reports, graphs, charts and dashboard with real time data.

To look on real time nature of Business we have created reports, charts, graphs and dashboard to answered business question like Top 5 surgeon, Top 5 hospital, Top products used in Surgery, Monthly usage of Products and etc. So, these solutions help them to get fresh insights to develop unique business strategies and also helps organizations as decision makers get an overall bird’s eye view through typical dashboards and graphs.
+ Invoice Automation

Challenge: Automated Invoice Processing from beginning to end

Our client wants to have Invoice process automated. Earlier they are sending invoice manually and email customer and keep tracking it manually. So, they are ready to move manual invoice processing to the automated invoice Processing.

Solution: Automated Invoice process

We have created Solution using Visualforce and apex programming for Making Invoice process automatic. Based on Order and invoice we are generating emails and send to customer. We have created three type of Email – Invoice Email, Overdue Reminder Email and Overdue Reminder Email. These solutions came with many advantages to our client like now they don’t need much time to generate invoice and send email to customer manually. Now it’s all automated. As earlier they do it manually so sometimes, they done mistakes but now there are no scope of error.

Results

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Cost reductions through order accuracy

Bringing real-time order status for better customer service

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%.

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