Improve Order Tracking and Inventory Management with Salesforce

The client was a pharmaceutical company based in the U.S. They have specializes in the production and distribution of generic and over-the-counter medicines. With operations across multiple states, their product mix has 100s of SKUs, and they deal with daily shipments to clinics, pharmacies, and distributors.

They approached Zenesys looking for a smarter way to handle their order tracking and inventory management, which had become increasingly complex as their business grew.

Technologies:

- Salesforce Sales Cloud
- Service Cloud

Project Overview:

The objective was clear: give the client real-time visibility into their supply chain and reduce manual work. We worked closely with their operations and sales team, warehouse management team to understand their workflow, pain points, and expectations.
By using Salesforce, we built a solution that connected the dots between incoming orders, inventory stock levels, fulfillment, and delivery—all in one place.

Challenges:

Before working with Zenesys, the client was struggling with:

Challenges the Client Was Facing

Manual Order Processing: Client were managing order through spreadsheets and email threads, leading to frequent delays and missed delivery.
Inventory Gaps: Inventory levels weren’t synced in real-time, which often caused understocking or overstocking.
Lack of Visibility: The team couldn’t track an order's real-time status or predict inventory needs accurately.
Human Errors: They are doing manualy which resulted in data mismatches, late deliveries, and occasional compliance issues.

Solution:

We designed and implemented a custom Salesforce-based system that addressed their most critical challenges:
Solution Proposed by Zenesys

Centralized Order Management Dashboard: We built a user-friendly dashboard in Salesforce that gave the sales and operations teams a unified view of all orders—from placement to delivery.
Real-Time Inventory Tracking: By integrating Salesforce with their existing warehouse systems, we ensured that inventory levels were always up-to-date. Low stock alerts and reorder notifications were also added.
Automation of Repetitive Tasks: We automated key workflows such as order confirmations, invoice generation, and shipment tracking updates—cutting down processing time drastically.
Custom Reports and Insights: The client could now access weekly, monthly, or even real-time reports showing which products were in demand, which regions had recurring delays, and how inventory was moving across locations.
User Training & Support: We didn’t just hand over the software—we trained their team to use it effectively and provided ongoing support as they scaled.