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, 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
Fragmented Systems: Lack of integration across various platforms led to inefficiencies in marketing, sales, and recruitment workflow.
Manual Processes: Heavy reliance on manual data entry and tracking delayed operations and increased errors.
Inefficient Sales Process: Disjointed lead and opportunity management reduced conversion rates and prolonged sales cycles.
Recruitment Challenges: Sourcing and tracking candidates manually slowed down hiring and engagement processes.
Limited Data Insights: Absence of a unified analytics platform made real-time decision-making difficult.
02
The Approach
Solution
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.
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.
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.
Marketing Automation: • HubSpot Integration: Enabled personalized campaigns, increasing engagement and lead nurturing efficiency. • Automated Workflows: Improved collaboration and campaign execution.
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
04
Impact
The transformation led to AI-driven automation, scalability, and operational efficiency, bringing measurable business benefits:
Faster Time-to-Hire: Ceipal ATS integration optimized recruitment operations.
Streamlined Sales Cycles: AI-powered sales insights enhanced lead conversions.
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.

