Case Study: Paragon BioTeck transforms business operations with Idealist Consulting and Salesforce

Paragon BioTeck scales Salesforce across 2 phases with Idealist Consulting

Paragon BioTeck, an Oregon-based pharmaceutical company, faced operational limitations with its Salesforce system as it grew, lacking dedicated IT management to support its B2B sales and order processing. The company engaged Idealist Consulting to transform Salesforce into a comprehensive system of record to improve efficiency and scale for future growth.

Idealist Consulting implemented a multi-phase solution, integrating a custom warehouse system and connecting Salesforce to QuickBooks. This provided Paragon BioTeck with a foundation to manage operations internally and automate processes for scalability. As a result, the company gained the ability to efficiently match warehouses with customers, creating a system capable of supporting unlimited future growth.

Paragon BioTeck