Case Study: Medtech manufacturing
Driving Accuracy for a Disease Management Leader
Reduced data errors 50% with smarter Salesforce, better visibility, and integrated insurance processes.
About the Client
Our client is a U.S. home-based respiratory therapy provider delivering device-enabled care, remote monitoring, and 24/7 clinical response for chronic pulmonary and sleep cohorts. The organization extends impact through flexible staffing solutions and behavioral health support, aligning outcomes with cost and experience goals.
The Challenges
- Limited utilization of Salesforce across multiple business divisions.
- Data integrity issues impacting decision-making and reporting.
- Insufficient and inefficient reporting capabilities.
- Lack of integration between Salesforce and other critical systems.
- Complex sales process involving multiple stakeholders and workflows.
- Challenges managing insurance contracts across multiple states.
The Solutions
- Upgraded to Salesforce Lightning for improved usability and performance.
- Implemented custom roles and profiles to ensure data integrity and access control.
- Integrated external data sources to enable unified and accurate insights.
- Enhanced reporting functionalities for better visibility and decision-making.
- Adopted a phased rolloutstarting with sales rep enablement.
- Streamlined insurance contracting processes in subsequent phases.
- Leveraged Korcomptenz’s Salesforce expertise and agile methodology for efficient delivery.
The Benefits
- Reintroduced Salesforce successfully to sales reps, streamlining sales workflows.
- Boosted productivity through improved usability and system adoption.
- Enabled data-driven decision-making with enhanced reporting and analytics.
- Integrated external data sources for a unified view across divisions.
- Streamlined insurance contracting processes for better efficiency and compliance.
- Ensured timely contract renewals and maximized insurance coverage opportunities.
What the Client Said
“Korcomptenz revamped our Salesforce system, enhancing roles, data integration, and reporting. Their expertise improved overall efficiency, ensuring data integrity and superior patient care delivery. Grateful for their invaluable support.”