Overview
In the fast-paced world of medical information services and clinical trials, being accurate and efficient is very important.
Our client, a top provider of 24/7 clinical trial and medical inquiry support, wanted to make it easier for their teams to talk to each other, work together, and share data across platforms. As the company grew, so did the need for more efficient tools, automated processes, and streamlined workflows to help sales, marketing, and operations work better.
Peeklogic worked with the client to create and put into place a multi-layered solution that linked their systems together, automated manual tasks, and added advanced AI features. This made the workplace more connected, flexible, and smart.
The Challenge
- Limited integration of systems. The link between Salesforce and SharePoint that was already there wasn’t complete, which caused data silos. Sales and marketing teams couldn’t easily get to important documents or updates in real time, which made it harder to make decisions.
- Keeping track of emails and entering data by hand. A lot of the data entry and communication tracking was done by hand. This not only made mistakes more likely, but it also took up valuable time that could have been used for strategic tasks.
- No customization or automation. Salesforce’s standard interfaces didn’t fully meet the changing needs of the business. The team needed custom parts and dynamic automation to make handling inquiries, campaigns, and workflows easier.
- Old tools for training and support. The company needed modern training tools, like AI-driven roleplay simulations and speech-to-text technology, to help employees practice and handle questions in real time as the staff grew and new use cases arose.
These problems caused bottlenecks in the sales and marketing ecosystem, which made the company look for a smart, scalable solution.
The Solution
Peeklogic’s Salesforce experts delivered a comprehensive, cross-platform solution combining Salesforce engineering, AI integration, and SharePoint connectivity.
The approach focused on automation, customization, and intelligence, giving the client a system that not only worked faster but worked smarter.
Technologies Used
Salesforce CRM, Apex, Lightning Web Components (LWC), Aura, JavaScript, jQuery, Salesforce Declarative Tools: Lightning Flow, Process Builder, SharePoint, Python, OpenAI GPT Models, Azure Speech Services, Power BI, Visual Studio Code & GitHub
Salesforce–SharePoint Integration
- Developing custom scripts, components, and objects to enable real-time syncing of records, files, and metadata.
- Ensuring that all related documents were automatically updated and accessible from within Salesforce.
- Reducing dependency on manual uploads and ensuring version control for all key files.
This deeper integration gave the client’s teams faster, easier access to essential documents — directly from Salesforce.
Salesforce Custom Development
- Object Configurator: Allowed flexible customization of Salesforce page layouts without code.
- Email Handling Tool: Automatically parsed incoming emails, created records across objects, and moved communications between relevant records for accurate tracking.
- Enhanced Case Tracking: Improved traceability of medical inquiries and related correspondence.
These tools significantly reduced manual workload while ensuring better visibility into ongoing cases and client communications.
AI-Powered Enhancements
- Built a roleplay speech bot using OpenAI’s GPT models, allowing staff to simulate real-life support and inquiry interactions.
- Integrated Azure Speech Services for speech-to-text automation, helping process medical inquiries faster and more accurately.
- Developed Python-based scripts to manage Salesforce metadata, streamline data migration, and clean up data for analytics.
These enhancements not only improved daily operations but also transformed how employees learned and interacted with the system.
Sales and Marketing Automation
To make sales and marketing operations more efficient, our team implemented:
- Automated workflows using Lightning Flow, Process Builder, and Apex triggers.
- Custom Lightning Web Components (LWC) and Aura Components for easy data management.
- Intelligent logic that matched business rules automatically, minimizing manual intervention.
The result was a smoother, more reliable workflow for teams to manage leads, campaigns, and customer relationships.
The Results
- 30% increase in operational efficiency across sales and marketing.
- 40% reduction in manual workload thanks to email automation and data entry improvements.
- Faster document access through enhanced Salesforce–SharePoint synchronization.
- Improved training and onboarding with an AI-powered roleplay bot and speech recognition features.
- Better data quality and insights via Python automation and Power BI dashboards.
Key Takeaways
This project showcases how integrating Salesforce with SharePoint and AI tools can transform clinical inquiry and data management operations in healthcare.
By automating repetitive tasks, connecting critical systems, and introducing intelligent features like AI roleplay bots and speech-to-text, the client achieved a future-ready digital ecosystem that supports growth and innovation.
Peeklogic’s approach combined technical depth with business strategy — ensuring that every improvement not only solved an immediate challenge but also laid the foundation for long-term scalability and efficiency.
