About the client
The client is a leading manufacturer of linen and specialty uniform distribution solutions to the healthcare facilities. They provide the most advanced solutions for the management and automation of healthcare linen and specialty uniforms. Their innovative range of advanced software and hardware solutions streamlines distribution processes, enhances staff satisfaction, minimizes infection risks, and lowers operational costs.
Client challenges
The client faced significant challenges in maintaining their Salesforce system, and ensuring successful case management was a critical concern. The client urgently required a solution to address support requests promptly and accurately, customized to meet their needs.
Solution
LevelShift implemented targeted solutions to streamline the client’s Salesforce processes, improve reporting capabilities, and maintain operational efficiency. To address these specific needs, the following solutions were deployed:
- Monthly Parts Kit Reset Maintenance: LevelShift established a structured process for monthly parts kit maintenance to ensure that all components are in proper working order, compliant with regulations, and ready for use in manufacturing processes.
- Create Reports and Enhance Existing Reports: Custom report types were developed to address email requests that standard reports could not fulfill. Existing reports were enhanced with additional data points or adjusted formats to better align with the client’s specific reporting needs. We created custom reports to extract the requested data for cases requiring fields not found in standard report types.
- Customize Survey Email Alerts: We implemented a system to customize survey email alerts for direct sales deals where equipment records meet specific criteria. This customization ensured that relevant stakeholders received timely alerts related to these critical transactions.
- Profile/Permission Sets Maintenance: Profile and permission sets are regularly reviewed and updated to align with the client’s evolving business processes. This includes adjusting permissions, access levels, and settings to accommodate changes in roles and responsibilities within the organization.
Benefits
LevelShift deployed targeted solutions to enhance the client’s Salesforce processes, improve reporting, and ensure smooth operational performance. The following initiatives were implemented:
- The implemented enhancements optimized the client’s business process, leading to a 70% increase in workflow productivity.
- Fixing bugs promptly resulted in an 80% decrease in system downtime.
- Regular monthly system maintenance has contributed to a 45% decrease in technical issues, which enhanced overall system performance.
- Reports tailored for optimal data visualization led to a 65% improvement in data-driven decision-making within the organization.