Revolutionising CRM Efficiency with Intelligent Salesforce Automation
A global life sciences organisation operating across 90+ countries sought to enhance the efficiency, accuracy, and scalability of its CRM operations. While Salesforce was already implemented as the core CRM platform, manual data uploads, disconnected workflows, and limited automation created significant inefficiencies. The company partnered with Percipere to introduce intelligent automation and optimise Salesforce workflows, freeing teams from repetitive tasks and enabling faster, data-driven decision-making.
Business Challenge
The organisation struggled to manage CRM data effectively across regions due to several clear issues. Teams spent over 200 hours each quarter manually uploading Multi-Channel Cycle Plan (MCCP) data into Salesforce. Manual data mapping and validation introduced frequent errors and slowed processing. Integration between SAP and Salesforce was weak, preventing real-time insights. Overall, the heavy reliance on manual processes made the system unscalable and delayed decision-making across markets.
Value Proposition
Percipere developed an intelligent automation solution to streamline Salesforce workflows, remove manual bottlenecks, and enhance integration between systems. The solution automated Salesforce data uploads, reducing processing time by 99%, and handled MCCP data fetching, validation, and uploads with accuracy. SAP–Salesforce workflows were optimised for consistent, real-time data exchange, while automated validation and exception handling ensured data integrity and eliminated human errors. Together, these improvements created a scalable, end-to-end automated process that increased accuracy, accelerated insights, and allowed teams to focus on strategic initiatives.
Business Outcomes Delivered
- 198 hours saved per quarter, amounting to 792 hours annually, through automation of CRM workflows.
- Enhanced forecasting accuracy with validated, real-time CRM data.
- Improved scalability and efficiency, enabling rapid expansion of the automation solution across multiple regions.
- Empowered teams to focus on value-driven tasks instead of repetitive data processing.
“Percipere helped us eliminate inefficiencies in our Salesforce workflows, reducing manual work and improving the accuracy of our forecasting across multiple regions.”
Leadership Team
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