Industry:
Healthcare
Client Overview:
- One of the leaders in the Healthcare Industry for Women and Children.
- Offering depository and deliverability services of Human Bio Elements; Stem cells, cord blood, cord tissue, etc.
To offer these services, business needed an advanced system to manage:
- Contracts and Subscriptions
- Cases
- Billing
- Data Integration with Different Systems (Billing and Lab Systems)
Customer Journey:
Challenges:
- Lead Management System
- Standard Quoting Process
- Rigid Contract Management
- Tracking & Delivery of Sample kit.
- Third Party Integration
Solution:
- Implemented Salesforce Sales Cloud, FSL, CPQ, and used connectors in MuleSoft to integrate different systems.
- Tailor-made solution built using CPQ.
- Integrate Salesforce with a billing platform and lab system for asset management.
- We implemented the CPQ contract lifecycle thus providing flexibility for amendments & renewals.
- Using FSL, we developed a system with cost saving perspective to ensure proper tracking of sample Kits & resource allocation required.
- We improved client satisfaction as well as a reduction in service & delivery time.
Outcome:
- Increased efficiency in product offering tailored to client’s needs.
- Data was organized and segregated effectively.
- Provide accurate quotes to help business to improve customer satisfaction.
Conclusion:
- Enhanced Lead Management: Salesforce Sales Cloud and FSL streamlined lead management, improving tracking and resource allocation.
- Flexible Quoting and Contracting: Tailor-made solutions using CPQ enabled standardization in quoting and contract management, offering flexibility for amendments and renewals.
- Improved Sample Kit Tracking: FSL helped with effective tracking of sample kits, ensuring better delivery and resource allocation, leading to cost savings.
- Seamless System Integration: MuleSoft connectors enabled smooth integration of Salesforce with third-party systems, such as billing platforms and lab systems, improving asset management.
- Increased Efficiency and Customer Satisfaction: Accurate quotes, streamlined processes, and improved delivery timelines enhanced client satisfaction and boosted overall business efficiency.
- Organized Data Management: Effective data segregation and organization ensured that information was easily accessible and actionable for better decision-making.