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Salesforce Solution: Medical Representative Management for a Healthcare Firm

The healthcare client received a solution for streamlined doctor visits, managing targets, and helping managers with data-driven insights with CSL’s advanced Salesforce Solutions.

About the Client 


The client is a healthcare firm from Africa, specializing in pharmaceuticals, nutritional products, consumer goods, and medical equipment and supplies. Starting in 2014, the client’s core focus has been providing specialized services in regulatory affairs, marketing, sales, and distribution. It has rapidly earned a reputation as a trusted partner for clients and stakeholders.

Industry:
Project:

Healthcare

Performance monitoring with Salesforce

Cloud Science Labs transformed medical representative management for a healthcare client with advanced Salesforce solutions, driving efficiency and data-driven decision-making.

The Challenge


The client faced a major challenge in effectively managing and monitoring the performance of their Medical Representative with their assigned targets. The client wanted to check if the Medical Representative meets their targets for doctor visits.

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Driving Growth with Salesforce

The Solution


As a part of the solution, CSL experts designed a robust data structure within Salesforce that helps managers efficiently manage target visits for each of their Medical representatives to doctors.


This designed system allows managers to:


  1. Performance tracking every month

  2. Real-time monitoring of doctors visited and unvisited


Furthermore, CSL introduced automation and validation processes. These automated processes reduce errors and maintain data accuracy.


These implemented Salesforce reporting capabilities help managers:


  1. Track and assess the performance of the team

  2. Provide valuable insights for informed decision-making


Implementation Highlights

The following were the key highlights of the Salesforce implementation.


1. Data Structure Enhancement: We delivered a robust data structure in Salesforce to streamline the management of doctors' visits.

3. Automation and Validation: We implemented automation and validation processes that significantly reduce the risk of incorrect data entry.

2. Performance Tracking: We facilitate monthly performance monitoring, allowing tracking of doctors visited and unvisited.

4. Real-time Reporting Capabilities: We leveraged Salesforce reporting capabilities to give managers real-time insights. This facilitates data-driven decision-making.

Key Modules

  1. Re-structure of data model

  2. Reports and dashboards

The Project Benefits


With the Salesforce implementation, the client experienced significant improvements in efficiency and performance tracking.

  1. Real-time Tracking: The client can now track doctor visits and performance instantly which helps in decision-making.

  2. Better Performance: Successful project implementation has led to better team performance and more effective doctor visit management.

  3. Reduced Error: With an improved system, the client encounters fewer errors and improved performance levels across their team.

Conclusion


Cloud Science Labs team takes pride in delivering a satisfactory solution to client problems. The project delivered a reliable solution, helping the client to achieve growth and efficiency in their operations. CSL will continue to help businesses like yours drive growth and success through customized Salesforce solutions.


Facing similar business challenges and unsure where to start? Let Cloud Science Labs guide you to the perfect solution! Contact us today.

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