Customer Background
ProMedTek is a medical device company working exclusively with the Veterans Health Administration for almost a decade. Provide Positive, Consistent Outcomes to our Prescribers and Patients. Through proprietary technology (Replexa+ Therapy System) and one-of-a-kind Patient Support Program, they help our military veterans receive the care, support and positive, consistent outcomes they deserve.
Areas of Implementation:
- Sales Cloud
- Health & Life Sciences / Biotech / Pharma
What was the Business Need?
ProMedTek wanted to transition from Salesforce Classic to Lightning and knew that would be a tricky process. They also had a need to bring a new sales team on to its core sales process in an existing Salesforce org. Executive management lacked visibility into sales numbers, metrics and orders. There was also a lack of an overall customer 360 view. There also wasn't any quota functionality which was needed for the sales teams at an Account level.
How Did LizzardTech Help?
- Transitioned from classic to lightning
- Rolled out efficient Sales Strategy for the Regional VPs and their teams
- Customized the Opportunity Management to Support Order and Invoice Tracking
- Automation of routine tasks – Configured Activity Management for the RVPs and the team members for efficient sales and tracking of to-dos and communication
- Designed the sales process with a Progress Bar: Brought transparency to the sales process with Salesforce Opportunity records
- Configured Custom Quota Management: Helped track the sales funnel in salesforce and get a clear picture of how likely they are to achieve annual, quarterly and monthly targets
- Impactful Statistics:Tracking KPIs, adoption metrics, CEO Insightful reporting
- Cleansing of the overall UI experience
- Data Management and Backup Planning and Execution
- Created accurate Reports and Dashboards
- Implemented effective security management
Results
- Streamlined sales processes
- Improved internal coordination across departments and locations
- Increase in visibility for management & executives, KPI dashboards
- Increase in reporting accuracy, presentation of critical information in visually appealing dashboards
- Inter-department transparency and communication
- Activity management and better handling of the to-dos
- Reps Goal Tracking with Actuals – increase in overall sales, efficient patient management and end customer management
- Increase in sales efficiency for new orders and renewals
- Helping patients before they know they need help
- Efficient data management systems and improves workflows while complying fully with medical privacy regulations
- Data deduplication, cleansing, backup planning and storage strategy
- Effective Salesforce Lightning rollout to all of the departments
