Case Study: Paragon BioTeck achieves streamlined inventory and order management with Idealist Consulting

Paragon BioTeck - Customer Case Study

Paragon BioTeck, a B2B eye medicine company, had grown rapidly and needed to scale Salesforce into a true system of record across sales, warehouses, and finance. They turned to Idealist Consulting for Salesforce integration with their warehouse and financial systems, aiming to reduce manual data entry and simplify operations.

Idealist Consulting connected the warehouse system for order traceability and FDA recall compliance, and built a custom QuickBooks-to-Salesforce integration. As a result, Paragon BioTeck gained better inventory control and fulfillment visibility, could add warehouses more easily, and automated warehouse-to-customer matching by geography and needs. The company now has all sales reps placing orders in Salesforce, Logistics using Salesforce reports daily, and it has achieved 450% staff growth since 2010.

Paragon BioTeck

James Larsen

VP of Information Systems