Select Page

Modernizing the back-office paper legacy with Sales Cloud

Dec 2, 2022 | Admin, Health and Life Sciences, Implementation Services, Latest News, Sales Cloud

TriMed, a leading provider of medical equipment for orthopedics, was previously struggling with too many paper records, manual and redundant data entry, and delays in its sales cycle. Like many in the healthcare space, it knew it was time to transform to something better. TriMed worked with Simplus to improve its field operations and reduce the number of paper records.

Simplus implemented Salesforce Sales Cloud to modernize TriMed’s sales cycle experience and improve field rep operational efficiency. This included building out custom environments suited to TriMed’s logistics, modernizing back-office operations by migrating to a centralized electronic platform for documentation, and integrating a map function to allow field reps to identify where items need to be delivered quickly.

 

trimed

 

Check back every week for the next Salesforce | Simplus customer success story!

 

 

0 Comments

Submit a Comment

Authors

Simplus logo
Simplus team
 |  + posts
Your Revenue AI Is Only as Smart as Your Integration Layer

Your Revenue AI Is Only as Smart as Your Integration Layer

Imagine deploying a revenue agent powered by Salesforce Agentforce where it qualifies leads, drafts proposals, and triggers renewal workflows without a single human prompt. Now imagine that agent closing a deal in Salesforce while your ERP sits blissfully unaware,...

Pillar 3: AI Without Guardrails Is a Compliance Risk

Pillar 3: AI Without Guardrails Is a Compliance Risk

The promise of AI is speed. Faster decisions. Faster execution. Faster outcomes. But in revenue and finance workflows, speed without control is often a liability. Because when autonomous agents begin making decisions that impact forecasts, contracts, commissions, and...

Process Standardization: The Hidden Constraint on Revenue

Process Standardization: The Hidden Constraint on Revenue

Most organizations believe they have a sales process. It’s documented somewhere. It shows up in CRM stages. It’s referenced in onboarding decks. And on paper, it looks consistent. But when you ask your top performers how deals actually get done, they mention gut...