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Master Data Management(MDM)

Master Data Management

Improved accuracy and enabled sales reps to share exact opportunities/contracts with customers faster

Client Background

The client is a healthcare technology company that offers software, analytics, network solutions, and technology-enabled services to help create a stronger, more collaborative healthcare system.

Challenges

  • Process tickets (Remedyforce queue) received from a requestor – sales rep/AE within 48 hours SLA
  • Create accounts, update and merge in legacy Salesforce CRM & Sibel
  • Create/update bill-to, payer, ship-to, sold-to & site in SAP GUI 740

Solutions

  • Created accounts in Salesforce/SAP following the below process:
    • Validation of data against 3rd-party sources like DHC, D&B, secretary of state, NPI & Google/Internet, before creating an account
    • Validation of the account name & address added by the client’s sales reps in Salesforce
    • Validation and updating of details in all of the salesforce instances & SAP in case of a change request for name and/or address

Tools & Technologies

Salesforce

Key benefits

  • After account creation in Salesforce/SAP, the sales reps are able to share accurate opportunities/contracts with customers significantly faster
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