Salesforce Improves Contact Management, Projects, & Quotes

LAB TESTING COMPANY’S PROCESSES ARE MORE STANDARDIZED WITH SALESFORCE ENTERPRISE & LIGHTNING UPGRADES

Medical and lab testing company gains streamlined reporting

Medical Equipment Compliance Associates (MECA) used to have processes in Salesforce that weren’t standardized, which caused inefficiency. Emelar Consulting then upgraded MECA to Salesforce Enterprise and Lightning. Now, MECA has simpler management of its information, and its clients can put their medical devices on the market faster.

Who is MECA?

MECA Fast Facts:

Industry: Medical Equipment
# of Employees: 10
# of Salesforce Users: 10
Technology Platform: Salesforce Enterprise, Salesforce Lightning

Medical Equipment Compliance Associates (MECA) provides high-quality testing and documentation necessary to show compliance with medical and laboratory equipment standards, primarily related to the IEC 60601-1 and IEC 61010-1 series of standards. MECA is accredited to ISO 17025 and is a Certified Body Testing Laboratory (CBTL) under the IECEE CB Scheme that participates in the UL Data Acceptance Program (DAP), Intertek Recognized Testing Laboratory Program (RTL) and TUV Rhineland NA Partner Testing Laboratory Program (PTL).

the challenge

MECA encountered clients who had difficulty managing client relationships, projects, and quotes.
Processes were not standardized, leading to inefficiency.
MECA end users had to backtrack to add information to quotes.
MECA needed to help clients get their medical devices and laboratory equipment on the market much faster.

the solution

Emelar learned MECA’s business needs and helped to standardize its process, which allowed gains in efficiency.
Emelar upgraded MECA to Salesforce Lightning and Enterprise editions.
Emelar added approval rules, validation rules, and Lightning quoting functionality which ensured user consistency & data integrity.
Emelar automated MECA’s internal quality and technical training competencies for better record keeping and reporting.

the results

Now, MECA’s clients can more easily manage information and get their medical devices on the market faster.
Important quote information now automatically generates so that the process is smooth for end users.
MECA has greater data integrity.

“Engaging Emelar to help us develop better processes within Salesforce allowed us to focus on serving our customers in the medical device space. They have a great team in place. They were able to take our (sometimes) confusing requirements, make sense of them, then develop and implement solutions that are really working for us.”
CATHI KOCH
Quality Manager – MECA

Get started with Salesforce

Contact the certified Salesforce experts at Emelar Consulting Group.


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