Custom analytical Salesforce app for healthcare firm

SFDC experts.

500

Sales representatives.

15GB

Data analyzed.

60,000

Customers.

Client

Leading healthcare company managing relationships with 60,000 customers with 250 different types of products across 24 countries.

OPPORTUNITY

SG Analytics built a customized analytical app in Salesforce for the client, which is an early warning system for renewal of each product for customers in advance. SG Analytics redesigned the existing third-party architecture and customized the app as per the requirements of different countries.

SOLUTION

Based on a detailed understanding of the client’s technology stack, SG Analytics built an analytical renewal app in Salesforce:

SG Analytics' team gathered historical data of customers from the client and built a predictive model in R, analyzing customer behavior for renewal of products.
the team implemented a compact security model that defines the access data hierarchy among Salesforce users.
We integrated the model with SFDC and developed a customized renewal app that helped Salesreps to predict renewals, prioritize at-risk customers and cross-sell to existing customers across different countries.
We built several dashboards and reports that helped sales managers visualize data and gain analytical insights for confident decision making.