UX Case Study | Healthcare Technology Industry

Supporting Explosive Growth with Salesforce

Healthcare Technology Company Expands Business Globally with CloudKettle's Help

The Challenge

This case study explores how CloudKettle helped a biomedical diagnostic testing company when increased demand in their industry created an exponential need for their product and services, and they required a solution that could keep up with their growth.

Goal #1

The primary objective of the project was to help the client meet the sudden increased demands for their products and services.

The company was experiencing major growth, and this required the expedited onboarding of new clients – from small municipalities to Fortune 500 companies – located in over 80 countries around the world.

Goal #2

The company had a complex fulfillment process, so any solution needed to take into account hierarchy mapping for global distribution, and w ay to stay engaged with customers without overwhelming support reps.

The solution needed to integrate seamlessly with critical third party tools including Enterprise Resource Planning (ERP) for data transmission across platforms.

In the face of sudden, rapid growth CloudKettle worked with the client to
streamline business and increase engagement with clients globally.

Focused Solutions

After working with client to thoroughly understand the business requirements, CloudKettle implemented the following solutions to help support the company’s impressive growth.

Marketing & Sales Flow Optimization

The existing Salesforce org was reviewed and audited to ensure that all essential processes were captured and migrated.


Product Schedule Implementation

Complex global distribution and shipping requirements necessitated engineering of a unique fulfillment process, including account hierarchy mapping. This would allow client to forecast quantities scheduled to be distributed to customers around the globe.

ERP Integration

CloudKettle worked with the ERP team to build the Salesforce connector, allowing critical information to be passed back and forth between platforms and decreasing manual effort required by the team.



By working with the client to understand the customer based, CloudKettle created an improved customer community with major enhancements, including the creation of a self-serve environment. This empowered clients to answer common questions, and minimized support cases.


Key Success Metrics

CloudKettle worked with the client to carefully review the existing CRM and understand the business requirements, and create optimal revenue operations procedures to streamline business processes and maximize efficiency.

  • Client doubled workforce in only 16 months
  • Business presence grew to 80+ nations around the world
  • Customer engagement doubled in a 12 month period

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CloudKettle is fully SOC 2 Type 2 Audited and compliant. This means that we maintain the highest level of information security to ensure your sensitive information is handled safely and responsibly.

Our SOC 2 compliance ensures that we are managing data correctly in the five Trust Services Categories: security, availability, processing integrity, confidentiality, and privacy.

Get the Most out of
Salesforce UI/UX

Salesforce isn’t always a standalone platform. We understand that getting the most out of your platform relies on architecting a heavily integrated ecosystem.

At CloudKettle, we deal with people, process, and technology holistically to roadmap scalable tactics for revenue generation. We begin with an audit, identify gaps, and build customized solutions and training for your organization.

Want to speak to a CloudKettle consultant about your Salesforce needs? Reach us at 1-800-878-4756 ext. 202, or fill out the form and one of our experts will be in touch.

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