Case Study: Salesforce Pharma Order Management System Transformation : Triple Innovations
by: Triple Innovations
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Key steps are taken to optimize operational efficiency and Salesforce integration in the pharmaceutical industry.
Managing orders across diverse markets presents challenges that demand innovative solutions. This case study explores the transformative journey of designing and implementing an order management solution tailored for multiple countries within the organization.
Client Background, Challenges, and Goals
Teva Pharmaceutical operates in multiple countries with a diverse range of market dynamics. With a commitment to delivering innovative healthcare solutions, Teva faced challenges in its order management processes.
Teva's challenges were twofold—firstly, there was a lack of cohesion in its order management systems across various countries. The absence of real-time integration between its ERP system (SAP) and CRM platform (Salesforce) disrupted the smooth flow of information. This resulted in delays, errors, and a suboptimal customer experience. Secondly, the optimization of integration implementations is responsible for communication with external services.
The primary goal was to achieve real-time integration between SAP and Salesforce, fostering a streamlined sales and ordering process. The project aimed to not only address immediate challenges but also enhance the overall efficiency, reusability, and maintainability of the existing Apex code.
Project Highlights
- Streamlined order management with Salesforce
- Apex code refactoring for enhanced efficiency
- Innovative Approach with Custom Metadata Types
- Coordinated implementation and user empowerment
Streamlined Order Management with Salesforce
Design and implementation of the order management solution were strategically focused on Salesforce. The logic within Salesforce was configured to facilitate real-time communication between Teva's ERP (SAP) and CRM (Salesforce), ensuring a synchronized and efficient sales and ordering process.
Don't forget to check out: What are the Benefits of Integrating Salesforce Order Management System with e-commerce in 2023?
Apex Code Refactoring for Enhanced Efficiency
A crucial aspect of the project involved refactoring integration implementations responsible for communication with external services. This refactoring aimed at increasing efficiency, reusability, and maintainability of the Apex code. Dynamic conditions and process logic were introduced, providing a more agile and adaptable framework for Teva's evolving business needs.
Innovative Approach with Custom Metadata Types
To address the complexity of different business processes in various countries, the project team used Custom Metadata Types. This innovative approach effectively removed the need for further code expansion when introducing new countries with specific and complex business processes. It enabled the scalability required to adapt to changing market demands.
Coordinated Implementation and User Empowerment
The project team played an important role in task delegation and deployment management, ensuring a coordinated and efficient implementation. Comprehensive training sessions were conducted to empower end-users, and post-implementation support mechanisms were established to promptly address any unpredicted challenges.
Transformative Outcomes
Successful implementation of the order management solution marked a significant point for Teva Pharmaceutical. Real-time integration between SAP and Salesforce streamlined the sales and ordering process, increasing operational efficiency and customer satisfaction.
Refactoring of integration implementations improved the overall efficiency, reusability, and maintainability of the Apex code, positioning our client for future scalability and innovation in its order management practices.
The use of Custom Metadata Types proved instrumental in adapting to the unique business processes of different countries. This project showed a collaborative effort that laid the foundation for a more agile and adaptable order management system.
Check out another amazing blog here by Triple Innovations: Mastering Customer Support: 5 Transformative Strategies with Salesforce Service Cloud
Triple Innovations delivers user-driven solutions easily adaptable by users to fit their unique business needs.
Whether you need a complete solution from the beginning to the end of the project or team responsible for a specific solution or just looking for additional members to your existing team, Triple Innovations will help you turn the most complex processes into simple ones.
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December 15, 2023 at 03:34PM
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