Customer Success Story: Octapharma



Sales Cloud






All new processes are harmonised, streamlined and clear per country. Octapharma can now track quality-relevant issues, and a meaningful reporting system has been successfully installed.
EMPAUA Salesforce Partner
“The upgraded CRM system allows the Industrial Business team to align our activities at a global scale and harness the power of tangible data for strategic decision making”

About Company

Über das Unternehmen

Octapharma is one of the largest human protein product manufacturers in the world headquartered in Lachen, Switzerland. They develop and produce medicines based on human proteins from human cell lines and human plasma, sourced from our own plasma donation centres and other external sources. The doctors and scientists at Octapharma focus on three therapeutic areas: haematology, immunotherapy and critical care, and the products are available in 118 countries and reach hundreds of thousands of patients every year.



The Industrial Business Team of Octapharma in Europe had been using Salesforce for almost 2 years and was happy with the CRM functionalities. To reflect the joint global business structure, they wanted the US as well as China team to onboard. Their processes, however, had some differences, which needed to be accounted for. Activities, as well as sales data for the Industrial Business, were not tracked within Salesforce on a global scale which resulted in incomplete account information. Moreover, quality-related activities were not reflected in the CRM system leading to non-conclusive account history. This needed to change.



The EMPAUA team took a holistic approach to the design and implementation of Salesforce solutions. In this way, we ensured that every stage of Octapharma's launch process was captured in an easy-to-use system. Among the advanced solutions that the EMPAUA team implemented were: Adjustment of existing sales processes for the Industrial Business; Cleanup of some existing objects; Outlook integration; Duplicate rules & matching rules setup; Diverse automation, e.g.: automatic creation of orders record, based on record creation of invoices; Creation of processes and object to tracking the quality agreements; Reports and dashboards that use the new processes to show relevant data.



The results of the implementation showed positive signs from day one. The EMPAUA team is extremely proud to see that among the most important results of this project are: Outlook is integrated, improving the efficiency per customer interaction and ensuring contact histories are complete; all processes are harmonized, streamlined and clear per country; quality relevant topics can be tracked; and meaningful reporting system has been successfully installed.
“The upgraded CRM system allows the Industrial Business team to align our activities at a global scale and harness the power of tangible data for strategic decision making”

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