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Nintex for SharePoint and O365 Empowers Sales Teams


Business Situation

A leader in the healthcare industry of early cancer detection and prevention saw their sales skyrocket. They realized their large and growing sales team needed a more visible and consistent process for providing performance reviews to representatives for each of the areas/regions.

Area managers shadowed sales representatives during “ride-alongs” and used a Word document template to report their performance. Overall compliance was low and tracking was non-existent. There was no way to report which sales areas had completed reviews, making it difficult to improve their sales techniques and identify training needs.

Technologies Used

Microsoft Office 365 Microsoft Office 365
Mircosoft SharePoint Microsoft SharePoint
Nintex Workflows Nintex Workflow
  • Portals & Collaboration
  • Nintex PartnerNintex Partner
  • Nintex Mobile FormsMobile Form
  • Technology HealthcareHealthcare Industry