Custom analytical Salesforce app for healthcare firm

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

Bullets:

• 30 SFDC experts
• 500 Sales representatives
• 15 GB Data analyzed
• 60,000 Customers

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. SGA 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, SGA’s team built an analytical renewal app in Salesforce:

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

TOOLS USED: 

• Salesforce
• Apex
• Visual force
• R/Python
• QlikView

VALUE DELIVERED:

• Enabled an average increase of10% in product orders
• Enabled a 40% increase in revenue of select product categories post app implementation
• Increased the productivity of sales representatives by 100%