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    HomeUse CasesHow India's Medical Equipment and Healthcare Venture Achieved Success With Salesforce 

    How India’s Medical Equipment and Healthcare Venture Achieved Success With Salesforce 

    This research-oriented healthcare company, established in Cleveland, Ohio, and later relocating to San Jose, California, focuses on developing cutting-edge medical devices for treating Cardiovascular Diseases. The primary Research Unit is based in India, while a Business Development office operates in San Jose. The company has earned a spot on the Indian Government’s list of top ten companies in the Pharmaceutical sector for its innovative work in Medical Device technology. The company turned to Salesforce to improve its Customer Relationship Management (CRM) system.

    Challenges Faced by the Company

    Despite their success, the company faced significant challenges in optimizing their Customer Relationship Management (CRM) system. Initially, they struggled to understand the full potential of adopting Salesforce, which led to inefficient processes and low user adoption rates. Some of the challenges faced are as follows:

    • Initial complications with their existing vendor hindered the proper implementation of Salesforce, resulting in low user adoption and limited return on investment (ROI).
    • The lack of a user-friendly interface and insufficient training contributed to poor user engagement with the new CRM system.
    • The company needed a more effective way to leverage their data for informed decision-making, moving away from reliance on guesswork and assumptions.

    Salesforce Implementation by UBSdigiCloud As a Solution

    To address these issues, the company turned to UBSdigiCloud, a specialist in Salesforce solutions. UBSdigiCloud’s expertise in analyzing business processes and key requirements proved crucial for a successful Salesforce implementation.

    Also read: How Lahori Zeera Transformed Operations with Advanced ERP Solutions

    Why Salesforce and UBSdigiCloud?

    Salesforce, the world’s leading CRM, provides a comprehensive view of each customer, seamlessly connecting all touchpoints within the healthcare community. UBSdigiCloud’s intervention was vital in rescuing and optimizing the Salesforce deployment after the initial vendor’s mistakes. Some of the ways in which the problem was fixed are as follows:

    • UBSdigiCloud resolved the customization issues that had been mishandled by the previous partner, ensuring a tailored fit for the company’s specific needs.
    • Extensive training programs were implemented to boost user confidence and demonstrate the CRM’s value, significantly increasing user adoption.
    • UBSdigiCloud streamlined the CRM system, making it more user-friendly and effective for day-to-day operations.

    Efficiency Gains and Benefits Realized

    The collaboration with UBSdigiCloud transformed the company’s use of Salesforce, leading to substantial improvements across various metrics:

    • User adoption soared from 25% to 90%, thanks to the system’s enhanced usability and targeted training.
    • The optimized use of Salesforce significantly boosted the company’s ROI, validating their investment in the platform.
    • The modern digital platform provided fast, accurate insights, enabling better decision-making and driving the organization forward.
    • With Salesforce, the company gained invaluable insights into their operations, allowing for data-driven decisions instead of relying on guesswork.

    Reflecting on the transformation, the Operations Head of the company noted: “The integration of Salesforce, guided by UBSdigiCloud, has provided us with invaluable insights into the inner workings of our business. We no longer rely on guesswork or assumptions, as all our decisions are now based on real and accurate data. UBSdigiCloud’s support has been instrumental in achieving this shift.”

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