Cloud Experts India

Case Study For Midmark India Pvt. Ltd.

About Midmark India Pvt. Ltd. :

Midmark India Pvt. Ltd. is a company that specializes in designing clinical environments for medical, dental, and animal health care. Their team consists of over 2,200 passionate individuals worldwide who are dedicated to improving care experiences. They value the people they work with, from their colleagues and customers to caregivers and patients. Their motivation comes from respect and gratitude for the impact they can make.

Established in 1915, Midmark is headquartered in Versailles, Ohio, and has multiple locations in the United States. They also have international subsidiaries in India and Italy. Through our community outreach and philanthropy, we strive to transform the clinical care environment for the betterment of all.

Problem Statement:

  • Midmark faced difficulties in managing their growing customer base and customer service operations due to reliance on paper-based systems. One major challenge was the lack of a centralized system for storing customer contacts, leading to incomplete data and unreliable lists for marketing campaigns.
  • The absence of a standardized process made it challenging to nurture leads, follow up with customers, track lead sources and Quotation sending to their clients. Customer data was scattered across paper files, sales desks, and inboxes, making it inefficient to identify repeat sales opportunities.
  • Managing various sales forms, such as credit applications, search criteria, and contracts, was also problematic. These forms were handled using Excel or Word, resulting in multiple email exchanges to gather all the required information.

Solutions :

  • Customization: Cloud Experts worked with a team to modify Salesforce according to their specific needs. We customized Salesforce by adding fields and workflows specific to their industry and sales processes.
  • Lead Management: Salesforce was set up to efficiently capture and track leads. Leads from different sources were automatically captured, assigned to the right sales representatives, and tracked throughout the sales process.
  • Opportunity Tracking: Salesforce provided a single view of all sales opportunities, allowing the sales teams to effectively monitor and manage their pipeline. They could update opportunity stages, record activities, and collaborate with team members in real-time.
  • Send quotation functionality – Customisable quotation pdf and it’s sent functionality
  • Customer Relationship Management: Salesforce became the central hub for all student data. Sales representatives could easily access student information, such as education history, work history, required document checking, and application tracking to personalize their interactions and make informed decisions.
  • Reports and Dashboards: Salesforce’s reports and Dashboard features enabled Midmark to gain valuable insights into their sales performance. They could generate customized reports, track important enquiries, and identify areas for improvement.

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