The Client
This client is a national leader in mobile screening and serves both individuals and corporations with affordable, pain-free medical screenings.
Challenge
This client did not have a way of tracking their inventory and needed a better resolution with proposals to their customers. They also wanted their accounting department to track sales in a central location.
Solution
The client purchased 10 Enterprise seats for Salesforce.com. Harvest Solutions created several custom fields, mail merge documents, workflows and approval procedures that allow them to handle everything in one place very efficiently.
Results
The client can quickly generate contracts, track events, schedule resources and report on availability and productivity.