Salesforce.com Case Studies


Life and Long-Term Care practice management platform

A Fortune 100 insurance company planning to get greater visibility in its sales process, decided to transition its life and long-term care practice management platform on to Salesforce.com.

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Quote-to-Cash process

A Fortune 500 commercial business information company needed to streamline its quote-to-cash processes through standardized technology and adaptive processes to meet diverse customer requirements, support future growth and reduce cost.

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Integration of sales leads through different source systems

A leading global financial services company needed to integrate processing of sales leads, generated out of source systems from various business units, on to a single platform.

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Campaign, lead and contact management

A digital media advertizing company planned to leverage Sales cloud for managing their advertisement campaigns launched on social media platforms.

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Application Rationalization

A Fortune 100 financial services company was looking to rationalize a portfolio of around 100 applications and migrate the qualifying applications to force.com.

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Member+Provider intake and services

A premier not-for-profit managed healthcare services provider wanted to transition to a new scalable platform for member and provider intake, physician marketing and referrals, and member/provider services.

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Data review and statistical analysis tool

A healthcare advisory firm intended to develop the ability to conduct data review and statistical analysis on the sample reconciliation process for its pharmaceutical customers.

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Org strategy for a global rollout of patient services and medical inquiries platform

A Fortune 500 pharmaceutical company was embarking on a 3-year global rollout of their CRM platform. The program involved two separate Service cloud implementations for their Patient Services and Medical Inquiries contact centers and one Veeva implementation.

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Regulatory and compliance events tracking tool

A healthcare advisory firm intended to develop the ability to track all relevant regulatory and compliance events for analysis, trending, reporting and business planning purposes.

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Scheduling and engagement management solution

A healthcare services company providing short-term physician coverage to hospitals during holidays and vacations was looking for a Salesforce-based scheduling and engagement management solution.

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Recruitment management solution

A fast-growing medical devices company was looking for an end-to-end recruitment management solution to streamline its interview process and coordinate the activities of recruiters, hiring managers and interviewers.

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