Sales tracking & Account 360 View

Company Bio

They are completely into B2B sales. They sell PictArray, PictImager, Pictorial etc which are used in different tests to diagnose different diseases. The Sales reps responsibility is tomeet pathology Labs, hospitals, nursing homes, distributor and on-board them as acustomer. The customer would then place order based on their requirement. The Salesteam also must keep track on the existing customers as they form a bulk of their revenue generation stream.

Client :  Pictor Diagnostic
Date :  October 18, 2018
Services :  B2B sales
Website :

Business Challenges

  • Unable to track the customer data and status of the leads
  • Lack of Dashboards to enable efficient decision making
  • Geo location tagging to track the sales
  • MIS Reports
  • Case management to log and track cases and complaints

Solution offered

  • Lead Management
  • Account & Contact Management
  • Opportunity Management
  • Product & Price Configuration
  • Quotation
  • Order Management
  • Geo Location Tagging
  • Case Management
  • Campaign Management
  • Reports & Dashboard

The outcome of the solution

Customer Engagement, Account 360 view, Sales tracking is done through a single platform. All reporting and reviews happen through Salesforce resulting in Increased collaboration and productivity, additionally we have also implemented Case Management, which helps to log calls and know the status of the complaints, refunds etc which has again a positive impact on CSAT rating. The proposed system helps in tracking different sources of customer, Product movement tracking i.e., Product velocity etc by Region, State, Revenue, performance etc.