A unique, disciplined & efficient file management solution in Salesforce for a leading pharmaceutical company

Creating a unique file management solution in Salesforce for a leading pharmaceutical client!

The client lacked a proper file management system which they wanted to build and integrate into their CRM, Salesforce. This would help them to get a better, transparent, and 360 degree view of all their opportunities. A proper file management system with folders and sub folders for each opportunity created is definitely a boost to the customer service agents or sales representatives. Salesforce doesn’t come with an in-built, predefined folder structure though it collects all data (in the form of files) pertaining to an opportunity. Suyati’s Salesforce team conducted a rigorous research to find out the optimal solution. A challenging attempt in Salesforce that gave us immense scope to research, discover and implement the finest solution.

Read more about this. Download your free copy of the case study now!


Fill out the Form Below to Download