COMPANY

A Fortune 500 medical device and equipment manufacturer drives to make healthcare better, together with their customers

COUNTRY

United Kingdom

INDUSTRY

Healthcare

NET PROMOTER SCORE
0.0 / 10.0
Know this Customer
PRODUCTS OR SERVICES

A Fortune 500 medical device and equipment manufacturer drives to make healthcare better, together with their customers. The company offers a diverse array of innovative products and services in orthopaedics, medical, surgical, neuro-technology, spine that help improve patient and hospital outcomes.

Challenge

  • Track and manage a large list of reports that need to be executed and delivered at different times across multiple users
  • Create custom reports to deliver revenue and business insights
  • Ability to choose among the various export formats for review or auditing purpose

Solution

A comprehensive report scheduling and extraction mechanism (CRM++ Report Scheduler) was proposed. The Report Scheduler is an extension to the cloud CRM platform and leverages the flexibility of customer data and relationship management, to distribute recurring and periodic reports to CRM and non-CRM users.

Benefits

  • Eliminate tedious and time consuming manual report generation process
  • Schedule and distribute recurring reports to CRM and non CRM users periodically
  • Minimize admin and IT support / dependency for report generation
  • Manage report schedules during non-peak times for optimal server performance

Customer Success Stories

Medical equipment manufacturer schedules and distributes Sales and Reports with CRM on Demand to double revenue growth

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