Company Logo
USA : 1-844-567-5232 | UK : 44-800-031-5040 | AUS : 61-180-074-6461
Microsoft Partner Logo
Salesforce Partner Logo
Download this case study

Salesforce Case Study - Sales Cloud Implementation and Customization

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.

Congruent's Solution

  • Based on the requirement, Congruent proposed salescloud 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

Contact us to know more about our Salesforce Services
Congruent