Situation
- The company has been on a steady growth path introducing a new medical device and treatments to the aesthetic market
- The company’s current systems were separate, the marketing, the outside sales, inside sales, service and account management teams all used different non-integrated systems
- We worked with the client to create a SalesForce design that would allow them to manage marketing, sales, customer service, regulatory and account management processes
- The solution allows for a single view of customer information and is the main business interface for customer facing employees
- Users are able to meet regulatory requirements and track system installations easily and quickly
- The system also integrates order and invoice information to allow for account managers to follow up on payments and shipments
Solution
Benefits
- Users can quickly view client information and understand the state of a client in a single place
- Sales and service employees are notified of new service cases and others actions they need to follow up on through system tasks
- The company is better able to comply with regulatory requirements in the United States and foreign countries
- The company is able to grow confidently, knowing that they can manage the increased volume with existing staff
