M3 EU Salesforce Sales Cloud Implementation: Accelerating Business Growth Through Enhanced Visibility

Client Overview 

M3 brings 25 years of experience in building online doctor communities and providing meaningful content to 6.5 million verified healthcare professional members worldwide. With a mission focused on leveraging technology to help people live longer, healthier lives while reducing healthcare costs, M3 serves as a vital connection point in the healthcare ecosystem. The European division, M3 EU, delivers specialized healthcare technology solutions while maintaining the organization’s commitment to improving healthcare outcomes through innovative technology. 

The Challenge 

M3 EU faced several opportunities for system enhancement as its business evolved: 

• The team outgrew the existing NetSuite CRM system and did not realize the anticipated benefits of a unified platform for both CRM and ERP functions 

• The integration between NetSuite CRM and NetSuite ERP lacked streamlined functionality, creating inefficiencies in data flow and management 

• Business growth necessitated a more scalable solution to enhance reporting capabilities, modernize processes, and improve system integrations 

• Management needed a platform to provide actionable business insights while accommodating continued business expansion 

To address these opportunities, M3 EU sought a partner who could implement a robust CRM solution aligned with its growth trajectory. 

The Acquis Approach 

Acquis’ Salesforce team employed an iterative implementation strategy focused on delivering rapid value while building a foundation for future enhancements. The approach included: 

• In-depth process discussions with key stakeholders to understand unique business requirements and opportunities for improvement 

• Sales Cloud implementation including complete opportunity management, quoting functionality, product and pricing configuration, relationship management tools, and commission split tracking 

• Custom integration with Jira to support seamless workflow across platforms 

Following the Sales Cloud implementation, Acquis continued a phased enhancement plan, adding customizations that addressed M3 EU’s specific needs: 

• Process automation enhancements including automated pricing based on MSA criteria to improve end-user experience 

• Custom calculator development to replace previously manual processes, saving time and enhancing data accuracy 

• Comprehensive dashboards designed to deliver real-time business insights to management 

Results, Value, and Impact 

In just two months, the Salesforce Sales Cloud implementation and Acquis’ customizations quickly delivered significant value to the M3 EU team: 

• Increased Operational Visibility: The sales team’s adoption of the platform enabled management to trust data reliability and access real-time business insights through purpose-built dashboards 

• Enhanced Process Efficiency: The custom calculator and automated pricing capabilities eliminated manual processes, reducing error rates and freeing staff to focus on higher-value activities 

• Improved User Experience: Ongoing enhancements and automation reduced friction in daily workflows, improving adoption and data quality 

• Scalable Technology Foundation: The implementation established a platform capable of growing alongside the business, supporting M3 EU’s continued expansion plans 

By replacing NetSuite CRM with Salesforce Sales Cloud, M3 EU gained a more adaptable, user-friendly system that provided the visibility and process efficiency needed to support its business growth objectives. The phased implementation approach allowed for rapid delivery of core functionality while establishing a foundation for continuous improvement and enhancement. 

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