Blood Sugar Control Meets Inventory Efficiency
A Healthcare Firms Inventory Revolution with Salesforce
About the Company
The client is a provider of Diabetes Management products and services. It empowers you to take control of your health and live your best life. With a passion to truly enhance people’s life through their holistic diabetes management this leading Health care business delivers a platform which supplies high quality products at low cost and realistic health plans to an employer who wants to improve the life of the employees or to an individual looking to directly purchase a Health plan. Their program empowers you to manage your diabetes effectively. You gain easy access to a health portal where you can track and review your health data in real time. Through their app, you receive personalized guidance tailored to your needs. They also provide direct access to high-quality testing supplies, delivered at your preferred pace.
Problem Statement
The provider needed a reliable system that could integrate smoothly with multiple platforms simultaneously. At the time, the company was using several systems, such as QuickBooks, Pardot, Salesforce Health Cloud, Salesforce Sales Cloud, a custom mobile app, October CMS, and ShipStation. To streamline their operations, the provider aimed to consolidate all these systems into a single platform. This would enable the company to manage various aspects of their business, including leads, accounts, employees, employers, order processing, and shipment, from one location. In summary, the goal was to have a unified system that would simplify the company's operations and eliminate the need for multiple platforms.
Aekot Empowers Healthcare Service provider with a Unified Salesforce Platform
Aekot was instrumental in helping The provider customize Salesforce and develop a solution that simplified the onboarding process for employees and employers. Our team integrated this solution with various systems, making it the primary source of accurate data for the company. We also helped configure the Health Cloud instance and set up Pardot, a marketing automation tool. Additionally, we created several APIs that the mobile application could consume, which enabled a seamless user experience. As a result of our efforts, the provider was able to manage all its operations from a single platform, boosting efficiency and productivity. Overall, Aekot provided valuable assistance to the provider by simplifying their complex system infrastructure.
Outcome
We supported the provider’s procurement team and beneficiaries by implementing inventory management. This enabled the company to onboard employers and employees and manage them via a portal. Using the mobile application, they could view their vitals and request various supplies. Additionally, we set up a system that enabled them to manage their sales, billing, and invoicing within Salesforce, seamlessly integrating with Quickbooks and Salesforce. With this new solution, the provider can now easily manage all aspects of their operations from one platform, improving their efficiency and productivity. The portal provided a streamlined approach for managing employees, while the mobile application allowed for a convenient way to request supplies. Overall, Aekot helped the provider to optimize its inventory management system and simplify its operations.
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