Avail Medsystems partnered with us to establish efficient business support functions, leveraging Salesforce for streamlined operations and rapid scalability.
As they geared up to start operations, Avail needed a partner to help establish business support functions for sales and post-sales. The intent was to start off with high operational efficiency through streamlined processes that were robust enough to handle rapid scaling to meet the business projections.
Over a period of a mere 6 weeks, we collaborated with Avail’s business stakeholders to conceptualize and define processes, articulate flow, and implement systems for field operations, sales and customer support. We leveraged the Salesforce platform to provide a 360˚ view of the business, while integrating seamlessly with third-party lead generation software from Definitive Systems and Avail’s own backend applications. Now, Avail can effectively manage field operations with device installation across multiple locations, and single view scheduling, tracking and coordination of field personnel. We provided a unified view of the customer from initial interaction to installation, an integrated and automated sales journey from opportunity to contract, and a single view of business KPIs and performance through rich reports and powerful management dashboards.
