24 Aug Project Story: Creating a Streamlined Sales Process for a Medical Device Manufacturer
Posted at 16:40h in Health and Life Sciences, Manufacturing, Sales Cloud
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.
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.
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.