In today’s healthcare technology world, it’s just as important to have efficient internal processes as it is to come up with new ideas from outside the company. One of the top health data technology companies, known for providing secure and seamless data connectivity throughout the healthcare ecosystem, had trouble with its internal Salesforce workflows.
Our client had a lot of trouble with Opportunity renewals, which are an important part of their sales process. A third-party app that had been installed before caused problems with existing automation, which led to broken cloning of related Opportunity objects, triggers that didn’t work, fragmented automation, and limited visibility into Opportunity lifecycles. This caused too much manual work, a higher chance of mistakes, and less reliable systems.
Peeklogic came up with a strong, scalable solution to these problems. It automated the Opportunity renewal process, made it more reliable, and made the whole experience better for users.
The Problems
The client’s Salesforce Opportunity renewal process had a lot of problems:
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Broken or inconsistent cloning of Opportunity objects: Related items, such as Opportunity Line Items, were not duplicated consistently, creating gaps in sales records.
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Malfunctioning triggers: Automation around renewal logic failed frequently, slowing down workflows.
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Fragmented automation: Flows and Apex triggers, especially the SCR_OPP_Close_Won flow, were not synchronized, causing confusion and errors.
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Limited visibility: Sales teams and managers could not see a clear Opportunity lifecycle, making tracking and reporting difficult.
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Manual effort and risk of data errors: Rigid, non-scalable processes required staff to perform repetitive manual tasks, increasing the likelihood of mistakes.
Manual work and the chance of making mistakes: Staff had to do the same tasks over and over again because of rigid, non-scalable processes, which made mistakes more likely.
