CASE STUDY · Pharmaceuticals
Mundi Pharma
Industry
Pharmaceuticals
Client
Mundi Pharma
Integration
Veeva CRM
Products Used
Sales Cloud, Marketing Cloud

01
The Brief
6 challenges
Placeholder to capture the associated doctor details and consent to send the types of communication.
Integration with Veeva CRM which is built on Salesforce CRM.
Access to the critical information required on the fly.
Give a 360-degree view to Sales Reps for the HCP data and take actions, as necessary.
Missing process of sending automated SMS and emails for all types of communication.
Managing the HCP synced from Salesforce.
02
The Approach
Solution
Flexibility of capturing information and a Custom solution was developed for creating “Jotform” and processes around it.
Solution was made in a manner that every test performed for the Patient can be downloaded as a PDF as well as can be accessible over email.
Salesforce Sites was designed and enabled such that at any point in time, information is completely available.
Solution was articulated and designed with various Reports/Dashboards as per the business requirements.
Responsive customization to meet industry and company-specific requirements in terms of processes and data capturing.
Automated tasks were created for business users to nurture and manage the Accounts timely.
Various reports and dashboard helped in having a 360 degree view of the whole system.
03
Stack & Tools
04
Impact
Increasing Operational Efficiencies.
Information is in Real-Time and up- to-date.
Customization to meet industry and customer-specific requirements in terms of processes and data capturing.
Complete 360-degree information for the Customers/Patients.

