Hexaview helped its client in Salesforce Customizations and Data Cleansing

About the Company

Our Client is a healthcare organization primarily engaged in eliminating inefficiencies in the patient care process. It develops cloud-based solutions, agnostic devices, mobile apps, integration tools, and remote patient monitoring programs to cater to the specific needs of the patients. 

About the Project

Organizing and cleaning data were the key requirements for bridging the gap between patients and the healthcare system. The workflows also needed to be streamlined to save time and effort. 

Challenges

The client was facing the key challenge of organizing data. Disorganized data led to duplication and reaching out to the maximum number of patients became difficult. Third-party application integration also proved futile due to the absence of organized data. Inaccurate data prevented the client from running effective marketing campaigns.

Solutions

Hexaview resolved the key challenges faced by the client by offering the following solutions:

• Data Cleansing: Hexaview engaged in the data cleansing exercise to identify and fix the errors present in the datasets. This exercise was meant to improve analysis, reporting, and the decision-making process.
• Error-free data in the Salesforce Environment: Hexaview helped the client in ensuring accurate and reliable data in their Salesforce environment by defining data validation rules and marking the key fields as required to extract the necessary information from the users.
• Customization: Hexaview designed streamlines workflows and automated the repetitive tasks to save time. Dashboards and the reporting process were customized to ensure the delivery of the most relevant insights.

Impacts 

• Since having access to clean data, the client succeeded in expanding its client base by up to 30%.
• The client witnessed a 20% decline in operational costs because of the possession of accurate and reliable data.
• A 25% hike was seen in the daily enquiries pertaining to healthcare services.

Key Result 

The client was able to derive meaningful insights from Salesforce. Clean data helped the client reach out to many potential customers. Strategic planning and forecasting also witnessed a significant improvement. 

Tech Stacks

Salesforce, Data Loader, Sales Cloud, Apex, Flow, LWC