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Seamless patient data management with Salesforce Service Cloud

HCSG is a German healthcare company offering solutions for precision medicine. HCSG's service involves monitoring the health of cardiac patients through an app into which patients enter health data, and a platform where doctors and nurses access this data and respond accordingly, reducing the risk of hospitalization or death.

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Challenges

lack of software that would integrate with HCSG’s app and allow the company to establish itself on the market and start operating;
a need for a platform to collect and manage all data and provide continuous access for cardiologists to allow them to monitor the health of patients;
lack of a system to manage the dispatch and maintenance of devices used by patients.

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Project scope

thorough analysis and planning of system architecture tailored to the needs of HCSG;
implementation of Salesforce Service Cloud platform and it’s integration with:

an external application created by HCSG,
a component for data protection.

implementation of Salesforce Experience Cloud. 

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Benefits

the implementation of a system as a basis for the functioning of HCSG - telemonitoring platform connecting physicians, patients, logistics and tele-nurses;
enabling day-to-day work, monitoring patient health and generating reports;
360-degree view of the patient - creating a patient database and integrating it with HCSG’s application, enabling smooth flow of information and access to all data in one place.

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Challenges

  • waste of time on preparing offers,
  • e-signature tool not integrated with the sales process,
  • inconsistent SaaS metrics,
  • frequent human errors during quote preparation,
  • quote templates stored as Word documents (manual updates necessary),
  • limitations on available pricing methods,
  • no standard place to track the Quotes history,
  • time-consuming review of agreement details (products/terms…),
  • lack of streamlined process for subscription management (e.g. upsell, cross sell),
  • no automatically triggered renewal process – obstructed revenue forecasting.

Project scope

  • The implementation of:
    1. CPQ for New Business as well as Amendment and Renewal processes:
      1. Quote Approval Process configured,
      2. Product Catalog configuration for recurring business,
      3. Opportunity and Quoting process automations,
      4. Order / Contract process automations,
      5. Amendment / Renewal process automations,
      6. SaaS metrics calculation.
    2. Easily configurable CPQ Quote Templates and integration with DocuSign e-signature solution for sending the Quote PDF.
  • The project also included:
    1. The calculation of CPQ Contracts and Subscriptions for legacy Contracts migration from FinancialForce,
    2. Support in integrating NetSuite with Salesforce.

Deliverables

  • Full financial picture of the Company,
  • Accurate contractual data,
  • Reduced manual work,
  • Facilitated monitoring of sales deals,
  • Easily customizable reports,
  • SaaS metrics (ARR, Churn) calculated accurately,
  • Many automations built – everyday work is now easier.

Lorenz Lehmann

Chief Technology Officer

What does our client say?

Cloudity was a real enabler – setting up our new telemonitoring platform connecting physicians, patients, logistics and our tele-nurses. Especially the profound analysis of our extraordinary business needs helped us to meet regulatory, medical and user needs and be one of the first players in the market.