Techila

CASE STUDY · Healthcare provider & Medical Diagnostics

TASC

Industry

Healthcare provider & Medical Diagnostics

Client

TASC

Integration

“Tito” Attendance tracking tool

Products Used

Sales Cloud, Experience Cloud

TASC

TASC, a top-tier Recruitment, Staffing, and HR Service provider, faced significant challenges in automating its marketing, recruitment, sales, and contract management processes. The key issues included:

01

The Brief

5 challenges

01

Fragmented Systems: Lack of integration across various platforms led to inefficiencies in marketing, sales, and recruitment workflow.

02

Manual Processes: Heavy reliance on manual data entry and tracking delayed operations and increased errors.

03

Inefficient Sales Process: Disjointed lead and opportunity management reduced conversion rates and prolonged sales cycles.

04

Recruitment Challenges: Sourcing and tracking candidates manually slowed down hiring and engagement processes.

05

Limited Data Insights: Absence of a unified analytics platform made real-time decision-making difficult.

02

The Approach

Solution

01

Tableau & Data-Driven Insights (Work-in-Progress but part of the project): • Real-Time Analytics: Integrated Tableau with Salesforce and Ceipal ATS to provide actionable insights across recruitment, sales, and marketing. • Unified Dashboarding: Created interactive dashboards to track key performance indicators (KPIs) for sales, recruiter productivity, and contract management. • Automated Reporting: Enabled real-time, automated data refreshes to eliminate manual reporting efforts.

02

Sales Process Optimization: • Sales Cloud Implementation: Unified lead, opportunity, and client management for a structured sales pipeline. • Agentforce with Einstein Co-Pilot: Equipped the sales team with AI-driven insights, improving lead conversion rates.

03

Recruitment Process Enhancement: • Ceipal ATS Integration: Automated candidate sourcing, cutting time-to-hire by 50% and improving engagement. • Recruitment Tracking: Streamlined workflows for better recruiter productivity.

04

Marketing Automation: • HubSpot Integration: Enabled personalized campaigns, increasing engagement and lead nurturing efficiency. • Automated Workflows: Improved collaboration and campaign execution.

05

Contract Automation: • SAP Integration: Automated contract workflows, reducing processing time and improving compliance and accuracy in creating MSAs, Cost Sheets, and Proposals.

03

Stack & Tools

Sales Cloud
Experience Cloud

04

Impact

The transformation led to AI-driven automation, scalability, and operational efficiency, bringing measurable business benefits:

50%

Faster Time-to-Hire: Ceipal ATS integration optimized recruitment operations.

Streamlined Sales Cycles: AI-powered sales insights enhanced lead conversions.

100%

Contract Automation: SAP integration ensured faster, error-free contract generation.

Improved Marketing ROI: HubSpot automation personalized campaigns, increasing engagement rates.

Smarter Business Decisions: Tableau-driven analytics enabled data-backed decision-making across departments.

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