Salesforce Case Study - Sales Cloud Implementation and Customization
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Solution Overview
Industry
Healthcare
Customer Situation
- User expected a single cloud based application could be accessible across the country. They wanted to bring a common process in place through application.
- A website for online appointment
- Team wise/ unit wise
- Target management
- Account/Contact management
- Campaign management
- Mobile access to sales representatives
- Data integration with existing Hospital Management System (HMS)
- Tour planning for sales reps and their managers
- GPS check-in for sales team during their doctors’ visit.
- SMS campaign
- Easy maintenance and expected minor enhancements/customization without code.
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Congruent's Solution
- Based on the requirement, Congruent proposed Sales Cloud to meet core CRM requirements. Other business specific use cases were fulfilled by custom development in Force.com platform
- A force.com website was designed and incorporated with their existing site for online appointment
- Designed Tour planner module in Force.com platform for the sales team to engage the doctors effectively
- Altered standard SFDC look and feel by using bootstrap and jQuery. This application helped the users to access in their mobile devices too
- Developed web services in Force.com platform to integrate SFDC with their existing Hospital Management System (HMS)
- Designed approval processes, workflow rules and custom reports using sales force’s point and click function
Technology Used
Apex, Visualforce, Jquery CSS, Triggers, Workflow rule, Approval process validation rule, Data loader
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