Project Details
How a Leading Medical Supplies Provider Modernized with Salesforce
Driving digital healthcare transformation through streamlined operations, real-time insights, and connected workflows with Salesforce.
— About the Organization—
A Nationwide Medical Supplies Distributor
A nationwide distributor of medical supplies and devices across Southeast Asia aimed to modernize its operations. Established in the early 2000s, the organization expanded rapidly and sought to improve efficiency, streamline processes, and strengthen coordination across sales and operations teams.
Operational Efficiency Focus
Improved workflows across sales and service functions.
Connected Sales Operations
Better coordination across field and internal teams.
Real-Time Visibility
Enhanced tracking of pipelines and activities.
Key Challenges
The Challenges We Faced
Problem Statement
Manual spreadsheet-based processes created inefficiencies and limited visibility into daily operations.
Sales teams lacked real-time tracking of journeys, pipeline activities, and field performance. The absence of proper monitoring tools reduced productivity and slowed coordination across departments.
A disconnected ERP system further restricted data flow between sales and operations.
The organization needed a centralized solution to streamline workflows and improve performance visibility.
Lack of Real-Time Insights
Sales journeys and performance tracking lacked visibility and consistency.
Field Monitoring Gaps
Limited tracking of itineraries and field team productivity reduced efficiency.
Disconnected Systems
ERP disconnection restricted data flow and coordination across teams.
— OUR IMPACT —
What We Have Done
Proposal & Order Automation
Streamlined proposal creation, booking processes, and approval workflows.
Real-Time Sales Monitoring
Enabled live tracking of pipelines, sales tasks, and field activities across teams.
End-to-End CRM Management
Centralized lead tracking, opportunity management, expense monitoring.
Salesforce Ecosystem
Products Used
Salesforce Sales Cloud
Service
Salesforce Service Cloud
Data
Field Service Lightning (FSL)
MARKETING
Measurable Outcomes
Results & Business Impact
Transformational outcomes delivered through Salesforce
30%
Faster deal progression through automated approvals
40%
Improved visibility into pipelines and field operations
35%
Better decision-making through real-time dashboards