Salesforce Case Study: Improved Sales Pipeline Reporting for Precision for Medicine

January 18, 2019 | Andrew Lawlor

At Aptaria, we’ve customized Salesforce for many clients in the healthcare industry. The most recent example, Precision for Medicine (Precision) already used a Salesforce database when we began working with them.

However, Precision’s crucial sales pipeline reports in Microsoft Excel were not integrated with their Salesforce database. Because the value of new client projects often shifts during the bidding cycle, Precision had to frequently edit their spreadsheets to stay up-to-date.

As Maura Wilson, Director of Business Development Operations and Proposals, recalls, “It was laborious to maintain all of our information in Excel while also adding that into Salesforce. With the old system, we had no choice but to keep entering our data in 2 places.”

Precision hired Aptaria to make business development tracking more efficient. Our certified Salesforce developers integrated the reporting process with Precision’s existing Salesforce system. As a result, their team can run reports right out of the database and receive the most up-to-date information any time.

Now we have better data and we’re spending less time entering data,” Wilson explains.

Read our full Salesforce case study to learn more about our process and the solution we built.

Are you facing a similar challenge? Want to learn how we can improve your Salesforce reporting? Contact us today.

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