DemandBlue improved the client’s process efficiency by integrating their Microsoft Outlook with Salesforce
About the Client
The client is a leading health solutions company that offers products and services to manage and treat obesity and metabolic diseases.
- DemandBlue team integrated client’s Micorsoft Outlook with Salesforce to help the client view calendar details at the Health Care Professional (HCP) user level. It also enabled email integration with multiple Salesforce accounts to schedule meetings effortlessly.
- Linked one HCP account with multiple accounts and its associated opportunities to enhance tracking.
- Using an existing API, DemandBlue integrated invoice line items within Salesforce. This enabled the client to review the details and avoid manual validation via an external system.
- Improved process efficiency at the user level.
- Better tracking of opportunities boosted productivity.
Salesforce: Salesforce for Outlook, Process Builder/workflows, REST API Apex Changes.