Client increased user-adoption and data security by simplifying the UI. Improved productivity and opportunities by defining the sales process

 

About the Client

The client is America’s leading weight-loss solution company, offering safe and effective services and products that help treat and manage obesity and metabolic diseases.

 

Solution

  • Set up proper sales processes along with sales stages.
  • Set up box Forecasting feature in Salesforce to streamline business needs.
  • Set up Einstein activity to integrate Microsoft Outlook with Salesforce
  • Created custom reports to track key metrics like budget, revenue, daily sales etc.
  • Implemented Lightning Map feature to locate accounts easily in Google maps.

Benefits

  • Increased data security and user adoption throughhealthier user interface.
  • Visibility to sales processes, sales pipeline, lead conversions and more.
  • Amplified productivity by integrating Salesforce with Outlook, Data warehouse, etc.

Salesforce: Salescloud and Einstein

Technologies: Einstein activity, Outlook integration, Lightning Map, Custom reports, Set up box Forecasting feature, Healthcare