Effective Digitalisation Pushing the Health Industry Forward Networking People, Technologies and Products

[Translate to English:] Der Kunde nutzte ursprünglich seine ERP-Systeme in Kombination mit nicht angebundenen Tools wie Outlook, Excel und Word. Dies führte im Sales- und Servicebereich zu hohem manuellen Arbeitsaufwand und Beeinträchtigungen im Workflow. Durch das von unserem Team erfolgreich konfigurierte Zusammenspiel aus ERP-System, Salesforce und anderen Schnittstellen erhielten Sales- und Serviceteams eine 360°-Übersicht über alle Kundenvorgänge und -daten. Dadurch wurde die Zusammenarbeit nachhaltig synchronisiert und verbessert.

The client commissioned us to completely re-work an inadequately set up Sales Cloud instance, together with all relevant processes. It was clear from a brief system and process audit that numerous central processes had only been partially, or in some cases even incorrectly, automated. After our overhaul of the client’s Sales Cloud, the lead generation and qualification process was once again state-of-the-art. All data could be accessed effortlessly at any time with the help of automated dashboards and reports.

The client needed an existing CRM to be replaced entirely by Salesforce Sales Cloud, which would be introduced as the cornerstone for all related processes (e.g., product service and interface with ERP). In this first phase of working together with the client, the objective was to provide marketing and sales via an expandable and future-proof CRM.