Medical Travel Company – Salesforce

Global Medical Travel Company Connecting Patients with World-Class Medical Facilities.


Project Overview

The company is a global medical travel company that connects patients with world-class medical facilities and healthcare providers from all around the world.

The company provides end-to-end medical travel solutions, which includes travel arrangements, medical treatment plans, and post-treatment care. Their mission is to provide affordable and accessible healthcare to patients worldwide.


Salesforce Sales Cloud

  • The company faced difficulties in managing the leads and inquiries from different sources, that resulted in a lack of follow-up and potential loss of business.
  • The company wasn’t equipped with a unified platform to manage customer data and track sales performances of different channels.
  • There was a pressing need to automate the sales process to reduce the manual errors and increase efficiency.
  • The existing system also lacked visibility into the sales pipeline, making it difficult to forecast revenue and plan resources.

Salesforce Service Cloud

  • The company faced challenges in providing timely and efficient customer service to patients and their families.
  • The company received a high volume of customer inquiries across different channels, including email, phone, and social media.
  • There was a need to provide a personalized experience to customers and to be able to track customer satisfaction metrics.


  • TIS implemented Salesforce Sales Cloud to provide a centralized platform to the company for managing customer data, leads, and sales processes.
  • The customized lead management processes were designed to ensure all due follow-ups and increased conversion rates.
  • Automated workflows and lead assignment rules were also set up to improve sales efficiency and reduce the risk of manual errors.
  • Sales forecasting and pipeline visibility were improved by implementing custom reports and dashboards for the client.
  • TIS team also implemented Salesforce Service Cloud to streamline all customer service operations and improve response times.
  • The customized case management processes were designed in a way that prioritizes and route customer inquiries to the right team members.
  • The automation of case escalation and notification processes also reduced manual errors and improved response times.
  • The company can also track customer satisfaction metrics using custom surveys and dashboards, which provide insights into customer sentiment and areas for improvement.


  • With the implementation of Salesforce Sales Cloud, the company achieved a 360-degree view of customers, resulting in a better understanding of their needs and preferences.
  • With the help of Salesforce Service Cloud, the company improved response times and reduced resolution times, resulting in overall improvement in customer satisfaction scores.
  • Improved pipeline visibility and forecasting accuracy helped the company to plan their resources and prioritize opportunities effectively.
  • Customized dashboards and reports provided real-time insights into sales performance, which enabled the sales team to make a data-driven decisions.
  • Real-time insights also enables the company to tap into customer satisfaction metrics than can help the company to identify areas for improvement and implement corrective actions.