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Custom E-commerce Solution on Salesforce for a Health Care Company
We developed a custom Salesforce Experience Cloud eCommerce solution for a Florida-based men’s healthcare provider, streamlining product ordering, shipment tracking, and patient membership management.
Customer
Healthcare Clinic
Country / Region
United States
Industry
Healthcare
Highlights
Unified E-commerce Platform
Automated Order Processing & Shipping
Membership & Payment Management
Integrated Case Management
Client Requirements
Centralized E-Commerce Platform
The client required a unified e-commerce system that could cater to both patients and physicians, ensuring a seamless experience for ordering and managing healthcare products.
Automated Order Fulfillment Process
A streamlined system was needed to handle the entire e-commerce workflow—from product selection to order placement, shipment tracking, and delivery.
Membership & Payment Integration
The client wanted an automated system to manage patient memberships, track payment history, and support subscription renewals.
Shipping Automation & Logistics Management
The client needed real-time shipment tracking and automation to reduce manual work and enhance order delivery speed.
Efficient Case Management System
A structured case management system was required to handle customer queries, complaints, and feedback efficiently within the Salesforce platform.
Challenges
Lack of a Centralized E-Commerce Platform
The client required a unified e-commerce system to manage both patient and physician interactions seamlessly.
Complex Order Fulfillment Process
Managing the entire order cycle, from product selection to shipment tracking, was inefficient and time-consuming.
Payment and Membership Management Issues
Tracking patient memberships, subscriptions, and payment processing required an automated and structured approach.
Manual Shipment Processing
The absence of an integrated shipping system led to delays and increased operational workload.
Solutions
Custom E-Commerce Platform on Salesforce Experience Cloud
Developed a seamless, centralized e-commerce platform catering to both patients and physicians for a smooth ordering experience.
Automated Order Fulfillment & Shipment Tracking
Integrated FedEx for real-time shipment tracking and automated processing to reduce manual intervention.
Membership & Payment Integration System
Built a custom data model on Salesforce Sales Cloud to manage patient memberships, payment history, and subscription renewals.
Lightning Interface for Product & Cart Management
Designed an intuitive Lightning interface for product browsing, cart maintenance, and a streamlined checkout process.
Case Management System for Enhanced Support
Configured Case Assignment, Case Escalation, and Email-to-Case functionalities to improve customer support and complaint resolution.
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Technical Stack
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COMPANY
Our client is a healthcare company in Florida, United States that provides comprehensive men’s healthcare products and services to patients using patient-specific compounded products and commercially obtainable medicines. They provide treatment Support and Rx delivery for the men’s health conditions.
Conclusion
Using Salesforce for healthcare can help you revolutionize the Healthcare industry and fully understand your customers’ preferences and needs. This leading sales, marketing, and customer service system significantly improves organizational processes, as confirmed by Salesforce Healthcare reviews. However, it must be implemented correctly and fully compliant with the company’s objectives.
Benefits
Streamlined E-Commerce Experience
Patients and physicians can now access and order healthcare products effortlessly.
Faster and More Efficient Order Processing
Automated workflows reduced manual errors and improved overall operational efficiency.
Improved Customer Experience with Membership Tracking
Patients can easily manage their subscriptions, renew plans, and track past purchases.
Reduced Shipping Delays with FedEx Integration
Automated shipment generation significantly cut down processing time and improved delivery accuracy.
Enhanced Support with Automated Case Management
The new system allowed quick resolution of queries and improved customer satisfaction.
