DRUG MANUFACTURING

COMPANY

A Florida-based drug manufacturing company sought SeedData Systems’ expertise to automate their sales and marketing lifecycle using Salesforce. The objective was to streamline processes, enhance efficiency, and gain valuable insights through customised reporting.

Challenges & Requirements

Sales

Team:

  • Sales Process Automation: Convert the entire salescprocess from lead generation to deal closure.
  • Organisational Hierarchy: Implement the organisation’s level hierarchy within Salesforce.
  • Sales Organisation Structure: Adapt to a mixed structure of distributed, indirect, and direct sales.
  • Sales Rep Organization: Organise sales representatives based on territory, product, and vertical.
  • Territory Coverage Model: Develop a territory coverage model with overlapping territories.
  • Lead Distribution: Automate the distribution of leads to sales reps.
  • Deal Reporting: Generate reports on deals.
  • Account/Customer Management: Streamline the management of accounts and customers.
  • Sales Methodology Setup: Establish a standardised sales methodology.
  • Product Configuration: Implement configuration for both single and bundled products.
  • Recurring Revenue Customization: Customise recurring revenue tracking.
  • Partner Tracking: Enable tracking of partners on opportunities.

Marketing

Team:

  • Lead Source Tracking: Implement tracking for lead sources.
  • Campaign ROI: Measure the return on investment for marketing campaigns.
  • Mass Email Execution: Automate mass email execution.
  • Lead Management Process: Streamline the lead management process.
  • Campaign Management Process: Optimise the campaign management process.

SeedData Systems'

Approach

Understanding Client's Workflow:

Conducted a thorough analysis of the client’s sales and marketing workflows to identify pain points and areas for improvement.

Quick Implementation Expertise:

Leveraged SeedData Systems’ MVP implementation expertise for Sales and Marketing Cloud to deliver rapid results.

Customised Reporting:

Designed customised reports to provide actionable insights.

Data Migration

Successfully migrated data from Excel/CSV files to Salesforce, ensuring data integrity and continuity.

Results

By partnering with SeedData Systems, the Florida-based drug manufacturing company achieved:

A fully automated sales process from lead generation to deal closure.

Improved tracking and reporting of sales and marketing activities.

Optimised lead management and campaign processes for the marketing team.

A streamlined and efficient sales organisation structure.

Increased efficiency and effectiveness of sales and marketing operations.

Enhanced lead distribution and territory management.

Conclusion

SeedData Systems successfully transformed the sales and marketing lifecycle of the Florida-based drug manufacturing company, leveraging Salesforce to automate processes, enhance efficiency, and provide valuable insights. This case study exemplifies SeedData Systems’ commitment to delivering tailored Salesforce solutions that meet the unique needs of each client.