About the client
The client is a leading health solutions company that offers products and services to manage and treat obesity and metabolic diseases.
Client challenges
The client faced fragmented calendar and email management, limited visibility into opportunities, and manual processes for tracking invoices, which slowed productivity and increased the risk of errors.
Solution
LevelShift integrated Microsoft Outlook and Salesforce to streamline calendar management, email communications, and data tracking for the client. The solution included:
- Calendar and email integration: Enabled HCP-level calendar visibility and effortless scheduling across multiple Salesforce accounts.
- Enhanced account tracking: Linked a single HCP account with multiple accounts and associated opportunities for better tracking.
- Invoice integration: Used an existing API to integrate invoice line items into Salesforce, reducing manual validation and improving data accuracy.
Benefits
By integrating Microsoft Outlook with Salesforce, LevelShift enhanced user productivity and streamlined opportunity management. The benefits include:
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Improved process efficiency: Streamlined workflows and reduced manual effort at the user level.
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Better opportunity tracking: Enhanced visibility and management of opportunities boosted overall productivity.