Medical Device Manufacturer

Project Story: Creating a Streamlined Sales Process for a Medical Device Manufacturer
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Problem

A medical device manufacturer was utilizing a combination of employees and external sales representatives with differing processes and needed to:

  • Manage the exchange of information between both sectors of the company.
  • Increase visibility into customer accounts and contacts across the organization.

Solution

Fast Slow Motion created a tailored solution for the client on the Salesforce platform by:

  • Customizing Tasks, Accounts, Contacts, Opportunities and Quotes to provide process clarity.
  • Implementing Quick Actions and Process Automation to ensure that Opportunities and Quotes were properly updated, aiding in up-to-date and consistent information across teams.

Success

The resulting solution optimized and supported the client’s sales process, empowering them with:

  • Real-time visibility into the status of all Accounts, Opportunities, and Quotes.
  • Straightforward processes, allowing internal and external reps to understand their next actions.
  • Clear communication across all teams.