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Building trust and management thanks to Salesforce Marketing Cloud

Neuca SA (Neuca) is a provider of pharmaceutical and medical development solutions. The company offers wholesale distribution of pharmaceuticals and medical equipment to pharmacies and hospitals. Neuca provides primary healthcare services through its own network of outpatient care clinics. The company is the founder of the HeyDoc portal, where they publish medical content, promote good habits and allow patients to make an appointment with a doctor.

Marketing Cloud – click and learn more  I  Neuca Success Story



to build a platform where patients will be taken care of in a holistic way – especially when worrisome symptoms require consultation with different specialists; 
to be able to engage patients on a deeper level by displaying well-suited, personalized content; 
to build patients’ trust by being able to respond to their needs more efficiently.


Project scope

Marketing Cloud implementation:

building patient-customer journeys,
sending personalized email and SMS messages to patients,
segmentation for personalized content displaying on the Portal,
several GDPR related improvements;

further development of Experience Cloud and Service Cloud and integration of the above with the HeyDoc portal;
development workshops - SF Service Cloud & SF Marketing Cloud new functionality training for the Business Users.



the creation of patient segments based on the customer profile: bio and demographic information; history of visits/transactions and behavior/interactions; topics of articles read;
the use of segmentation to personalize the content displayed and messages sent;
building trust and patient engagement by targeting the content to their problem, which leads to creating an account and making an appointment;
the implementation of the exit-intent component based on user actions, it predicts their intention to leave the site and then displays a pop-up with a call to action encouraging to make an appointment for a specific test, read a related article, etc.;

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  • 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.


  • 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.

Wouter Hendriks

Head of Revenue Operations

What does our client say?

Cloudity proved to be very agile and pragmatic, which allowed them to run efficient and effective project management in a fast-changing environment. I recommend partnering with Cloudity!

Get in touch with us – we will help you streamline your business processes with cutting-edge technologies.