Case Study: SmithRx achieves HIPAA-compliant sales and service cloud transformation with West Coast Consulting Group

SmithRx re-launches Sales & Service Cloud in 10 weeks with West Coast Consulting Group

SmithRx, a San Francisco-based pharmacy benefits management technology company, faced challenges with a fragmented and non-compliant Salesforce infrastructure. They were using two separate instances for sales and service to meet HIPAA requirements, which restricted their effectiveness and pipeline visibility as they grew. They engaged West Coast Consulting Group to consolidate their systems into a single, compliant Sales and Service Cloud instance.

West Coast Consulting Group developed a new HIPAA-compliant data model and architecture over 10 weeks, merging the data and creating a streamlined process for sales and customer success. The solution provided SmithRx with a single source of truth, eliminating data requests and enabling accurate forecasting. The measurable results included 100% user adoption, zero inbound data questions, and greatly improved business planning effectiveness across the entire organization.

SmithRx