OmniBRx Biotechnologies Pvt. Ltd.

• Sales Process Issues: Manual tracking of leads, opportunities, and customer interactions created inefficiencies and made forecasting difficult.
• Product Demo Scheduling: Managing and scheduling product demonstrations was cumbersome, reducing sales team productivity.
• Quotation and Invoicing Delays: Lack of automation led to delays and inaccuracies in sales quotations and invoicing.
• Order Management Inefficiencies: Absence of a centralized order tracking system caused delays in order fulfillment and affected customer satisfaction.

• People: Conducted sales training on Salesforce Sales Cloud, ensuring smooth adoption and user engagement.
• Process: Automated lead tracking, product demo scheduling, and order processing to reduce manual efforts and increase accuracy.
• Systems: Leveraged Salesforce Sales Cloud to integrate sales, order management, and analytics, providing real-time visibility into business operations.

• Automated lead management, enabling better tracking and prioritization.
• Provided real-time sales pipeline visibility for improved forecasting.
• Centralized customer data to enhance collaboration and communication.

2. Product Demo Scheduling Enhancement:

• Created a custom Salesforce object for demo scheduling, capturing key data like demo stages, dates, and times.
• Enabled efficient resource allocation and timely follow-ups.

3. Quotation & Invoicing Optimization:

• Automated quotation generation using pre-designed templates, reducing errors and response time.
• Integrated invoicing with existing accounting systems to minimize data redundancy and streamline financial tracking.

4. Advanced Reporting & Analytics:

• Developed dashboards for tracking sales performance, order fulfillment, and customer satisfaction.
• Enabled data-driven decision-making for identifying trends and improving sales strategies.

• Increased Efficiency: Significant reduction in manual tracking and administrative tasks.
• Improved Adoption: Sales team engagement with Salesforce Sales Cloud improved operational efficiency.
• Faster Insights: Real-time reporting enabled better forecasting and resource planning.
• Revenue Growth: Enhanced sales processes contributed to increased deal closures and business expansion.

• Creatique Technologies brings expertise in Salesforce, AlignMix, and Tableau, delivering tailored solutions for manufacturing and life sciences companies. By aligning People, Process, and Systems, we help businesses achieve operational excellence, maximize efficiency, and drive measurable growth.