Appex is proud to announce the successful delivery of a Salesforce Org Optimization project with Neurolife, a neurology clinic based in Greece. Neurolife has been using Sales Cloud for 3 years as their main system to collect patient records, schedule on-duty shifts for each doctor and organizing payments for its employees and partners.
The Problem
Financial data lacked proper access controls and storage issues were starting to impact daily operations. The existing Salesforce setup wasn’t aligned with their evolving needs.
Fit with Salesforce
Salesforce Sales Cloud provided the ideal platform to streamline operations, automate repetitive tasks and ensure secure access to sensitive data. With the flexibility of custom Flows, components, and integrations, it was the perfect foundation for Neurolife’s digital transformation.
How Appex Helped
Appex led a full org optimization project, delivering:
- Automated salary and dynamic payment calculations for doctors based on real-time data.
- Shift scheduling and on-duty logging, fully automated and mobile-accessible.
- Integration with Google Drive to manage files efficiently without using Salesforce storage.
- Refined sharing settings and profiles to protect sensitive financial data.
- Custom Flows and objects to support admin efficiency and reporting accuracy.
The Result
A smarter, leaner Salesforce org supporting Neurolife’s operations. Each doctor is now more empowered to use Salesforce, as their valuable time is dedicated more to focus on patient care. Manual spreadsheets are gone, file storage headaches are solved, and compensation is now handled with precision and zero manual updates.