Client increased user-adoption and data security by simplifying the UI. Improved productivity and opportunities by defining the sales process


About the Client

The client is America’s leading weight-loss solution company, offering safe and effective services and products that help treat and manage obesity and metabolic diseases.



  • Set up proper sales processes along with sales stages.
  • Set up box Forecasting feature in Salesforce to streamline business needs.
  • Set up Einstein activity to integrate Microsoft Outlook with Salesforce
  • Created custom reports to track key metrics like budget, revenue, daily sales etc.
  • Implemented Lightning Map feature to locate accounts easily in Google maps.
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  • Increased data security and user adoption throughhealthier user interface.
  • Visibility to sales processes, sales pipeline, lead conversions and more.
  • Amplified productivity by integrating Salesforce with Outlook, Data warehouse, etc.

Salesforce: Sales Cloud

Technologies: Apex, API, Flows