This global healthcare company focuses on developing and delivering innovative therapies to hospitals and healthcare providers around the world. With a strong direct sales team in regions including North America, Europe, and Australia, as well as an extensive distributor network in international markets, the company is a leader in its field. Its commitment to high-quality medical solutions has positioned it as a trusted partner in the industry.
The company launched modernization efforts to harness new technologies, boost efficiency, and empower employees. A key focus was digitizing field operations to reduce manual tasks and improve inventory management across over 2,000 customer locations. Managing consignment stock, travel stock, and loaner equipment posed significant challenges due to manual processes, leading to errors, stock discrepancies, and inefficiencies.
Field teams struggled to balance real-time reporting, revenue recognition, and compliance across global operations. To address this, the company needed a unified platform capable of handling inventory assignment, stock reconciliation, logistics, and revenue workflows. The ultimate goal was to streamline processes, ensure data accuracy, and provide real-time visibility into field operations.
The Salesforce platform was selected for its flexibility, scalability, and robust capabilities to drive the company’s transformation. A custom solution was developed to streamline field operations by automating workflows and consolidating key functions into one system. Within two months, an MVP was launched, improving consignment assignment and reconciliation.
Using the Salesforce Mobile SDK, a tailored application empowered field sales teams with advanced features like a built-in barcode scanner, offline mode, and external scanner support—simplifying inventory checks and transfers. Automated processes for inventory management, replenishment, and reporting enhanced accuracy and consistency, while robust tools enabled stock tracking, lot management, expiration monitoring, and global operations support.
Commerce integration added pricing lists, purchase orders, and multi-catalog inventory management, while a real-time dashboard reconciled inventory and synced seamlessly with ERP and CRM systems, including offline functionality for remote areas.
This unified platform delivered a user-friendly experience for field teams, ensuring alignment with back-office operations and global requirements.
The Salesforce-based solution revolutionized the company’s field operations, integrating and automating workflows into a seamless system that serves as both a system of engagement and record. By consolidating processes and eliminating manual tasks, efficiency significantly improved, while operational costs dropped due to the removal of redundant systems, outdated hardware, and error-prone practices.
Field teams benefited from real-time inventory visibility, enabling accurate stock tracking, effective demand planning, and reduced replenishment delays. Unified reporting and ERP/CRM integration simplified data reconciliation, improved compliance, and ensured audit readiness. The solution delivered a scalable, user-friendly platform that empowered teams, enhanced customer satisfaction, and provided measurable ROI.
Key outcomes included reduced operational costs, improved stock management, and centralized reporting—driving both efficiency and strategic growth.
