CRM, HEALTH CARE

Transforming Diagnostics Sales with a Tailored Salesforce CRM Solution

Industry

CRM

About The Project

Project Overview

Challenges of Managing a Large Sales Force in Diagnostics
It is the case of the main diagnostics company in the arena, for whom eSparkBiz realized one definite need: smoother sales with smartness and better interconnection. With its humongous sales force spreading over different regions, coordinating it all was a headache because maintaining them all on the same page, from communication to their performance tracking and relations with the customers, it has many components in place, and it does not quite cut it.

The Need for Automation and Smart Insights
In this competitive diagnostics market for health, it is a need, rather than a want. They needed an automation solution which could avoid doing some tiresome manual efforts, reduced manual work, and then provided meaningful insights to get their sales team focusing more on doing what they do best—relations building and driving results. That is where eSparkBiz stepped in.

Customized Salesforce CRM Solution by eSparkBiz
We built a customized Salesforce CRM solution for them. It's not about the technology; it's about building a system that would align perfectly with their objectives to make their day-to-day operations simpler and more effective. Features like performance dashboards, automated territory management, and seamless integration with other tools turn this vision into reality.

Collaborative Development and User-Centric Refinements
We didn't just build the CRM. We were in close contact with their team to make sure it was user-friendly and adaptable. By regularly gathering feedback from those who would be using it the most, we continued refining the system to ensure maximum value. To ensure smooth transition, we also provided comprehensive training so their sales team could hit the ground running.

Key Phases

Planning and Analysis

Requirement Gathering
User Research
Information Architecture
Wireframing and Prototyping
Technology Stack Selection

Design and Development

UX/UI Design
Front-End Development
Back-End Development
API Development
Testing

Deployment and Maintenance

Deployment
Monitoring and Security
Continuous Improvement
Maintenance and Support

Challenges we had

The Problem

Outdated communication methods, manual workflows, limited performance visibility, overlapping territories, and disconnected systems hindered efficiency, created data silos, and made it difficult to coordinate sales efforts effectively.

The sales team relied on antiquated methods of communication, resulting in missed opportunities and delayed follow-ups. Often, the message would get lost in translation, and coordinating was a hassle.

The manual handling of crucial tasks such as updating client records and assigning leads consumed a lot of time. It also created a chance for errors to occur.

Without a centralized way to track key metrics, sales managers were left in the dark about how their teams were performing. Guesswork was the best they could do to identify problem areas or top-performing strategies.

Overlapping sales territories created inefficiencies and, at times, led to conflicts. It was hard to ensure fair distribution of leads and proper coverage of all areas.

Transforming Diagnostics Sales with a Tailored Salesforce CRM Solution

See what we solved

The Solution

A unified communication hub, smart automation, performance insights, organized territory management, and seamless system integration transformed the sales process, enhancing efficiency, reducing errors, and empowering data-driven decision-making.

We included automated email tracking, built-in task reminders, and real-time notifications to keep everyone connected and on the same page. The communication became faster and more reliable.

Routine tasks such as lead assignments, follow-ups, and record updates were automated so that the sales team can concentrate on relationship building. The workflows became streamlined with lesser errors and saved time.

Dynamic dashboards and real-time reports were built into the sales managers. It equipped them with the power to track performance, to set goals, and look at trends. Predictive analytics empowered the team with additional insight, so all its decisions were data-informed.

We implemented a full-fledged territory management functionality that auto-assigns and removes overlap. Sales representatives could now clearly see what their areas are, what leads to prioritize, and work much more efficiently.

We connected the CRM to other tools like marketing automation and customer service software, which built a common system where all data were connected and accessible. Mobile integration ensured that the team could work effectively even on the go.

Transforming Diagnostics Sales with a Tailored Salesforce CRM Solution

Final Milestone

The Result

It made a complete overhaul for the client's sales teamwork processes. The efficiency went to 35%, and the length of sales cycles shortened to 20% because there was smoother organization and processes. Insights came in handy for the managers, but sales representatives could get easier, daily work processes that made sense.

Training programs we provided were highly crucial to the success of the system. With high adoption rates, the CRM had a front seat in all the individuals' daily activities. Scalability of the system makes it ready to grow with the client and continue being competitive in their chosen field.

This project was not about implementing software; it was about making a difference. The new CRM enables the client to better serve their customers, manage their team, and achieve their goals. It is a perfect example of how technology can be done right to deliver real-world results.

Technology Stack

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Sarah Malavenda

They are so efficient, fast, smart, and kind.

Sarah Malavenda

Co-Founder, Samata Health

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Being a Reliable and Committed IT Partner, eSparkBiz aims at bringing digital transformation to your business. Our 14+ years of remarkable expertise with 500+ global collaborations showcase our trusted development services, state-of-the-art infrastructure, transparent transactions, and security to kickstart your digital business strategy.

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No Training or Retention Costs

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