Vaisesika Consulting

Case Studies

Case study

Leading Life Sciences firm migrates from a dated CRM to Salesforce (SFDC)

Customer: A world leader in Life Sciences Instrumentation

Business Need

To develop a customizable solution on Salesforce that would help in their data management and business process workflow management. They wanted a proper all rounder system that would not only in tracking the workflow at each phase but also help in effective inventory, finance management, remodeling the data structure, and optimizing Salesforce configurations with Salesforce solution.

How did we help them?

The team developed a complex algorithm capable of automatically identifying duplicate records based on status, status changes, and record type. This algorithm would automatically group related duplicates and eliminate superfluous records.

Automated the approval system by replacing the redundant time-consuming manual systems with Salesforce based approval process

How did they benefit?

By eliminating duplicate deal records and automating the deal submission process with a custom Salesforce deployment, the company now captures far more deal submissions, automatically creates and updates customer records in Salesforce, and virtually eliminates the risk of deals getting lost in the shuffle of email.

Better visibility to sales metrics (opportunity funnel vs. realized sales)

By integrating Accounts, improved the response of Quote generation time.

Applications: SFDC (Lightning and Classic)

Modules: Accounts, Contacts, Products, Price Books and Quotes.

Business Processes : Lead to Cash, Customer Relationship Management, Product Management, Asset Management.