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Client background

A global leader in manufacturing and supplying Active Pharmaceutical Ingredients (APIs), offering a wide range of high-quality products that meet international regulatory standards. The company focuses on innovation, operational excellence, and sustainable manufacturing practices to serve diverse therapeutic segments. With a strong global presence and reliable supply chain, it continues to be a trusted partner for pharmaceutical companies worldwide.

Challenges

  • The client faced operational inefficiencies and data silos across multiple regions, impacting visibility and collaboration. Key challenges included:
  • Lack of a unified platform to manage global customer, distributor, and supplier data
  • Manual lead-to-order processes for domestic and international markets
  • Limited visibility into sales activities, forecasts, and performance analytics
  • Need for secure role-based access and compliance across global teams
  • Integration gaps between ERP and CRM for order fulfillment and invoicing
  • Difficulty in tracking approvals and maintaining real-time updates for field teams

Solution Delivered

  • Atman implemented a centralized Salesforce Customer 360 platform to unify global operations and streamline processes:
  • Customer & Supplier Data Consolidation: Created a single source of truth for global customer, distributor, and supplier data
  • Lead-to-Order Automation: Leveraged Salesforce Flows to automate approvals and streamline lead-to-order processes across regions
  • Mobile Enablement: Deployed Salesforce Mobile App for real-time updates and improved field productivity
  • Role-Based Security: Implemented controlled access and governance for sensitive data across global teams
  • Collaboration Tools: Integrated Chatter and Quip for improved communication and document sharing
  • ERP Integration: Connected ERP systems for synchronized order, payment, and invoicing data
  • Advanced Analytics: Delivered real-time dashboards for performance tracking and actionable insights

Results

  • The transformation delivered significant business benefits:
  • 100% Unified Visibility of global customer, distributor, and supplier data
  • 70% Faster Lead-to-Order Cycle through automation and streamlined approvals
  • 85% Higher Field Productivity with mobile access and real-time updates
  • 95% Accuracy in Regional Forecasts and performance insights via dashboards
  • 75% Better Collaboration through integrated tools and ERP connectivity
  • 90% Stronger Data Security with controlled, role-based access
  • 85% Reduction in Manual Effort through ERP and process automation
  • Improved Customer Satisfaction driven by faster responses and better visibility