Emergency Medical Transportation Company Transforms Operations with Salesforce
Streamlining Efficiency and Visibility for Faster Patient Care
Highlights
-
400% Improved Control and Visibility
Real-time data from vehicle management and inventory systems optimizes delivery planning and ensures accurate order fulfilment.
-
Error-Free Order Processing
Efficient order management eliminates friction and minimizes errors during the order placement process.
-
460% Boosted Operational Efficiency
Easy-to-use invoice generation facilitates faster approvals and streamlines the order closing process.
Client Profile
Our client focus in emergency medical transportation, patient transport, and event medical services etc. Their commitment to efficient order fulfilment and timely delivery drives their quest for advanced Salesforce solutions.
Business Challenges
In the Hi Tech sector, the client faced critical challenges:
- Order Fulfilment Delays: Lack of integrated systems for core operations disrupts order fulfilment.
- Limited Sales Team Visibility: The inability to monitor sales team activities in real-time makes it difficult to identify areas for improvement and provide effective coaching.
- Inefficient Reporting: Inefficient reporting hinders effective job opportunity management and sales pipeline creation.
CONCLO Technologies Solution
CONCLO Technologies took charge and provided a comprehensive solution:
- Glitch-Free Lead to Invoice Process: Sales Cloud eliminated friction throughout the sales cycle, ensuring a smooth transition from initial lead capture to final invoice generation.
- Enhanced Lead Conversion: User-friendly features within the Sales Cloud app facilitated a smoother lead conversion ratio, maximizing sales opportunities.
- Faster Deal Closings: Automation of lead-to-quote and invoice generation processes sped up quote approvals and ensured accurate invoicing, leading to faster deal closures.
- Data-Driven Decision Making: Custom reports and dashboards provided actionable sales insights.
Tech-stacks Used
Sales Cloud, Salesforce Platform.
Business Outcomes
The partnership yielded remarkable outcomes:
- Increased Visibility: Real-time visibility into resources, including vehicles and inventory, facilitates swift and accurate order fulfilment.
- Streamlined Ordering Process and Order Visibility: A glitch-free order-placing process reduces friction and improves customer satisfaction. Customers can potentially track their orders.
- Faster Invoice Processing: Easy-to-use invoice generation facilitates faster approvals and streamlines the order closing process.
