How a Leading Medical Supplies Provider Modernized with Salesforce?
Digital Healthcare Transformation with Salesforce
About the Organization
A nationwide distributor of medical supplies and devices in Southeast Asia. Established in the early 2000s, the company has expanded rapidly, delivering essential healthcare products through multiple service centers while focusing on efficiency and innovation.
Challenges
Manual processes managed through spreadsheets led to significant inefficiencies, with no proper tracking of sales journeys or real-time visibility into performance. The absence of monitoring for field itineraries and pipeline activities further hindered productivity, while a disconnected ERP system limited data flow and coordination between sales and operations.
What We Have Done?
1. End-to-End CRM Management
Centralized lead tracking, task assignment, opportunity management, and expense monitoring.
2. Proposal & Order Automation
Streamlined creation of proposals, booking orders, and approval workflows.
3. Real-Time Sales & Itinerary Monitoring
Live tracking of pipelines, sales tasks, and field team activities.
4. ERP Integration
Seamless synchronization between ERP and Salesforce for aligned workflows.
Products Used
Salesforce Sales Cloud
Salesforce Service Cloud
Field Service Lightning (FSL)