Canada
Puerto Rico
USA
Belgium
France
UK
India
Client Background
The client is a healthcare technology company that offers software, analytics, network solutions, and technology-enabled services to help create a stronger, more collaborative healthcare system.
Client Need
Process tickets (Remedyforce queue) received from a requestor – sales rep/AE within 48 hours SLA
Create accounts, update and merge in legacy Salesforce CRM & Sibel
Create/update bill-to, payer, ship-to, sold-to & site in SAP GUI 740
Solution
Created accounts in Salesforce/SAP following the below process:
Validation of data against 3rd-party sources like DHC, D&B, secretary of state, NPI & Google/Internet, before creating an account
Validation of the account name & address added by the client’s sales reps in Salesforce
Validation and updating of details in all of the salesforce instances & SAP in case of a change request for name and/or address
Realized Benefits
After account creation in Salesforce/SAP, the sales reps are able to share accurate opportunities/contracts with customers significantly faster
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