Life Sciences Sector
Our life sciences customers* needed a pioneering system with Salesforce at the core of their prospecting and sales processes.
The requirement for applications with the ability to deliver integrated experiences from prospecting through to sales, sales through to order fulfilment and finally, through to financial actions was urgent. Supported with appropriate reporting and analytics, it was essential for end to end processes to be accessible on one platform, allowing access anytime and anywhere. It was also essential to ensure that all processes were set up to adhere to the latest regulations and legislations required within the medical and research industries.
Cloud:
Sales
Industry:
Manufacturing
Salesforce features used:
Document generation using Conga Composer and Docs Made Easy.
Apps:
Ascent ERP, Conga Composer, Docs Made Easy, QuickBooks, Sage, Zenkraft
Partner role:
Requirements gathering, system design, development, configuration, project management, support.
Business areas used:
Sales, operations, warehouse, purchasing, finance
Challenges faced
With such dynamic and critical offerings, our customers needed a frontline centre for their prospecting and sales process in the life sciences sector. The advanced nature of the business required flexibility and their previous system was unable to support this effectively. There was also little room to manage their progressive business needs and no capacity to integrate with other useful applications. This provided significant support challenges and risked their integrity to deliver the high-impact equipment and services to customers completing important clinical trials.
Developing internal processes
The expert implementation team at Coacto installed, customised and integrated Ascent ERP and Salesforce Sales & Service Cloud to unify all of the complex actions required from the life science companies. Learn more about the detailed applications below:
- Ascent ERP implementation: To streamline operations and enhance customer satisfaction, Ascent ERP was integrated to unify sales, quoting, and rental processes. This solution provided a comprehensive view of inventory, lead times, and quantities on order, enabling efficient quoting for sales, services, and rental products.
- Salesforce Sales Cloud: Using Sales Cloud, back-to-back sales and purchase order management processes were achieved, ensuring specific trial products were ordered, allocated, and staged appropriately.
- Document Generation: Document generation was automated using Conga to ensure 21 CFR Part 11 compliance, supporting the entire process from contracts and quotes to invoices and loss letters.
- Zenkraft Multi Carrier: An integrated shipping solution with Zenkraft Multi Carrier optimised logistics.
- Finance Applications: Integration with finance applications like QuickBooks and Sage200, facilitated by Codeless Platforms middleware, ensured smooth transactions for the accounting teams, including Avalara AvaTax for tax compliance.
- Customer Experience: A customer portal foundation enabled self-service capabilities for equipment management, quoting, status checks, financial reporting, and support ticketing, significantly enhancing customer autonomy and satisfaction.
*Our two life science customers wish to remain anonymous for security reasons.
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