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.
- 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.
- 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