Sales Cloud, Service Cloud, Healthcare, Salesforce

Provided All-In-One Access and Delivered Deeper Insights for a Healthcare Client by Integrating New Macola ERP with Client’s Salesforce

Provided All-In-One Access and Delivered Deeper Insights for a Healthcare Client by Integrating New Macola ERP with Client’s Salesforce

About the client

The client is a leading pharmaceutical firm that manufactures, develops, distributes, and sells cosmetic skincare and therapeutic products. It is dedicated to delivering clinically relevant topical skincare products and solutions.

Solution

  • Customizations: We differentiated internal requests based on product family and created required optional fields to streamline business processes. We also made additional changes to track revisions. We also incorporated product lookups based on the product family.
  • Macola integration: Integrated New Macola ERP with the client’s Salesforce. We added a field for identification in the account object to avoid duplications, uploaded the Initial product and price book, and Macola split orders with backorders into two records, and the same feature was implemented in Salesforce.

Benefits

  • Deeper insights: Two operational ERPs feeding data into one system resulted in efficient information centralization.
  • Uninterrupted workflow: Unique identification fields helped to avoid duplications and resulted in seamless workflow.
  • Easy to Manage: With minimal changes to the operational system, operational diligence was kept intact, and Culture assimilation challenges.
  • Conflict Resolution: With centralized information, account ownership based on entities and relationship management was made easier.

Technology

Salesforce: Sales Cloud, Service Cloud

Technologies: Apex, API, Flows

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