Correcting Data Redundancy and Inaccurate Reporting in Salesforce CRM
Overview
This is about a renowned healthcare group of companies established a decade ago in CA USA, a group of healthcare companies that had a wide variety such as a multi-specialty hospital, a customer relationship center, medicine manufacturing, and much more. They are now a very popular and enormous industry giant in advancing healthcare service and solution provider and patient communication through online and offline services. More than 4.5 million patients and 48,000 providers use the patient portal to ease everyday tasks such as getting lab results, in-depth research data for medicine production, huge patient care database reports, and millions of patient medical files and history.
Technical Stack
Industry
Healthcare
Region
USA
Project Size
Non- Disclosable
Highlights
Data optimization
Improved adoption
Streamlined operations
Real-time insights
Challenges & Solutions
The healthcare group encountered over 300,000 duplicate patient records in Salesforce, causing data redundancy and compromising decision-making reliability.
- Solution: The healthcare group implemented a comprehensive data cleansing and de-duplication process to address the issue of redundant patient records. This involved systematically identifying and removing duplicate entries, ensuring data accuracy, and bolstering the reliability of insights derived from the Salesforce system.
Inadequate Salesforce reporting hampered the healthcare group's ability to extract actionable insights, track critical metrics effectively, and optimize operations and marketing ROI.
- Solution: The healthcare group collaborated with Salesforce consultants to design and implement customized dashboards, reports, and analytical tools, empowering users with actionable insights for informed decision-making and maximizing marketing ROI.
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Years of Business
Experience
Happy
Customers
Countries with
Happy Customers
Agile enabled
employees
Core Features
- Improved User Adoption and Satisfaction
- Enhanced Security Measures and Best Practices
- Improved Sales Visibility into the Sales Pipeline
- Streamlined Business Practices
No. of Developers
06
Time Frame
March 2022 - Ongoing
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