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Health Care

Reduced Manual Workload with Salesforce Service Cloud and MuleSoft Automation

Client:The client is a leading pharmaceutical enterprise with a strong presence across Canada and the United States. With over 193 years in business and a workforce of 45,000 employees, the organization focuses on delivering high-quality healthcare solutions while continuously modernizing customer engagement and support operations. · August 2026

Industry: Health Care

Executive Summary

Salesforce Service Cloud and MuleSoft automation reduced manual workload across service operations.

Client: The client is a leading pharmaceutical enterprise with a strong presence across Canada and the United States. With over 193 years in business and a workforce of 45,000 employees, the organization focuses on delivering high-quality healthcare solutions while continuously modernizing customer engagement and support operations.

Challenge

Manual case creation from emails and customer calls increased response time Lack of structured case classification affected routing accuracy Agent inefficiencies during and after calls reduced productivity Difficulty extracting structured data from unstructured documents AI prompts occasionally failed to generate expected responses

Strategy

Manual case creation from emails and customer calls increased response time Lack of structured case classification affected routing accuracy Agent inefficiencies during and after calls reduced productivity Difficulty extracting structured data from unstructured documents AI prompts occasionally failed to generate expected responses

Solution Overview

Implemented template-based workflows and intelligent parsing mechanisms Enabled AI-powered voice call summaries and after-call automation Integrated Intelligent Document Processing automated data extraction Developed custom Lightning components for better agent experience Connected enterprise systems seamlessly through MuleSoft integration

The automation introduced through Email-to-Case and Einstein Classification has significantly reduced our team’s workload. We’re now able to focus more on resolving issues rather than managing them.

Operational Efficiency: Reduced manual effort through automation
Agent Productivity: Improved productivity with voice summaries and after-Call Automation
Accuracy & Consistency: Enhanced classification accuracy and process consistency.
Enhanced Customer Experience: Improved response time and service quality
Monitoring & Governance: Enabled better tracking and operational visibility.

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IndustryHealth Care
EngagementFaster case creation and resolution workflows, Reduced manual workload for customer support agents, Improved case classification accuracy and consistency, Enhanced visibility into agent productivity, Better customer response time and experience.
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