Automate and optimize your business processes for growth. Harness the power of Salesforce to take your business services company to the next level.
CBEE Remarkable maximizes the potential of Salesforce.
‘MedEnvoy Global was founded in 2020 and grew out of Luctor Medical,’ says Edgar Kasteel, managing director and co-founder of MedEnvoy. ‘We were already using Salesforce with great satisfaction at Luctor Medical. Originally, we wanted to use Salesforce to streamline MedEnvoy’s sales process and store customer information. But soon we saw that we could also use it more broadly. For example, for customer onboarding. Because of our rapid growth and market opportunities, we wanted to deploy Salesforce quickly and optimally. Fortunately, during our first conversation with CBEE Remarkable, we already had full confidence in the quick steps we could make together with CBEE.’
Salesforce as a Foundation for Continued Growth and Success
Salesforce Consultant Ruben Doornbos, guided the implementation from CBEE Remarkable. Together with Edgar, he continues to build on Salesforce’s options. He says, “Within MedEnvoy, we work a lot with SOWs (Statement of Work documents) and NDAs (Non-Disclosure Agreements). These are complex documents that need to be signed by different parties. That’s why we implemented Docusign. With a simple click of a button, Salesforce now automatically generates these documents with the correct data, which are then sent digitally to the customer for signature. Once signed, the information is automatically fed back into Salesforce. This provides significant time savings. We also implemented Salesforce Knowledge, a knowledge base built on the Salesforce platform. Salesforce Knowledge allows the service team to look up frequently asked questions within Salesforce, providing the right information to customers at the right time. In addition, customers can also access frequently asked questions themselves within the online portal. Customers easily look up the information. This leads to fewer support questions and a more efficient service process for MedEnvoy’s team.
Edgar is very pleased with the collaboration with CBEE Remarkable. “The project structure was clear and communication was very transparent. The Agile project approach is also nice because through the weekly meetings with the consultants you keep making progress. It was our wish to be up and running quickly. It is then nice when the other party goes along with this.
Thanks to the proactive and committed working methods of CBEE Remarkable, we now use even more functions of Salesforce than we originally had in mind. In just three years, we have grown from 5 to 35 employees, a growth that is undoubtedly due in part to the optimizations within Salesforce. ‘For the coming years, we have growth ambitions focused on the US, where the team at CBEE Remarkable will once again support us.’
Results of our approach
- Automatic Lead Registration
- Streamlined Sales Process
- Connecting Sales and Service on a single platform
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