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.