Healthcare technology, drug program management and pharmacy compliance softwarePharmacy Compliance Software Company
A healthcare technology company providing drug program management and pharmacy compliance solutions implemented Salesforce Revenue Cloud to bring structure and consistency to a quoting process that had relied on manual calculation and disconnected tools.
A company providing compliance software, pharmacy purchasing optimization, and contract pharmacy management solutions to healthcare facilities needed a more reliable way to quote its products and services. Pricing was managed manually, quotes went out without a consistent approval process, and there was no structured way to manage renewals or contract changes.
The challenge
Without a quoting system, reps built proposals in spreadsheets and sent them without consistent formatting, approval gates, or tracking. Product bundles and pricing rules were applied inconsistently, and renewals had to be created and tracked by hand.
The solution
SiiMPLY7 implemented Revenue Cloud Phase 1 with product configuration, pricing rules, discount tiers, and approval workflows. Quote and contract templates standardized what went out to customers, and renewals were automated so upcoming contract expirations generated opportunities automatically.
Implementation highlights
What we built.
- Product catalog and pricing rules configured in Revenue Cloud
- Discount tiers with approval workflows for exceptions
- Quote and contract templates for consistent customer-facing documents
- Automated renewal opportunity creation ahead of contract expiration
Results
All quotes built through a single, rules-driven process
Discounts and exceptions route to the right approver automatically
Upcoming renewals surface as opportunities before contracts expire
Engagement summary
SiiMPLY7 delivered a Revenue Cloud Phase 1 build that replaced spreadsheet-based proposals with rules-driven quoting, structured approvals, and automated renewals for a healthcare compliance software company.
What's next
Phase 2 planned to extend the Revenue Cloud build with additional analysis capabilities and deeper reporting on pipeline and contract performance.
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