Trinity Relationship Management extended its Salesforce expertise to optimize medical supplies distribution operations. By integrating key automation and UI enhancements, we significantly improved the efficiency of sales, applications, and order fulfillment.
Use Case 3: Medical Supplies Distribution Optimization
Lengthy quoting and application processes hindering sales velocity.
Lack of integration between applications and Salesforce.
Manual processes slowing down order fulfillment and customer onboarding.
CHALLENGES
Custom Lightning UI for Medical Supplies Sales: Developed an intuitive and streamlined UI tailored for medical supply distributors, ensuring sales teams can efficiently process transactions.
Automated Bulk Application Submission & Processing: Enabled seamless processing of bulk orders, reducing turnaround times.
Dynamic Quote Creation for Medical Supplies: Implemented a customized Salesforce object for real-time, tailored quote generation based on inventory, pricing, and customer needs.
Lead Scoring & Automated Marketing Campaigns: Enhanced lead management with scoring mechanisms and automated outreach for targeted sales efforts.
Order & Fulfillment Automation Workflows: Configured workflows to streamline processing, ensuring seamless order tracking and reducing manual errors.
Salesforce Stack Implementation: Deployed Salesforce Marketing Cloud, Sales Cloud, and Sales Engagement to unify marketing, sales, and operations.
SOLUTION
Faster quote generation, improving customer acquisition rates.
Reduced manual intervention, increasing operational efficiency.
Enhanced order fulfillment times, improving customer satisfaction.
Strengthened sales and marketing alignment through Salesforce automation.