A Medical device focused research organization client relies on Salesforce Lightning to automate and track lead & opportunity conversion
About the Client
Client is serving as the industry’s only 100% medical device-focused, full continuum Contract Research Organization. Their suite of solutions includes medical device testing; regulatory, reimbursement and quality consulting; and clinical research services for both medical device and In Vitro Diagnostic (IVD) Sponsors.
- Created Lightning component for lead conversion page with opportunity details, account, contact, task, etc.
- Added rule-based workflows for opportunity conversions.
- Sales conversion increased by 27% by automating lead conversion process.
- Sales team became more efficient in targeting and closing high-probability leads
Salesforce: Service Cloud, Pardot
Technologies:Lightning migration, Lead conversion automation, Rule based workflows