Industry Expertise

Salesforce have varied use cases when if comes to diverse industries.

CRM for Healthcare
CRM for Wealth Management
CRM for Manufacturing
CRM for Education Institutions

CRM for Healthcare 

Healthcare organizations must adjust to empowered consumers, rapid innovation and most notably increasing competition from non-traditional players.

Community   Outreach

» Community Health Education

» Services Outreach/Promotion

» Financial Donor Management

Relationship Management

» Patients

» Physicians

» Clinicians

» Academic Institutions

Case Management and Coordination

» Patient Information Management (Pre/Post Admission Communication)
» Pre-Authorizations / Eligibility
» Referrals (Home Health, Nursing Home / Assisted Living, Physical Therapy / Occupational Therapy)
» Chronic Disease Management (Diabetes, Cardiovascular)
» Clinical Trial Management


CRM for Manufacturing

While manufacturers have traditionally focused on gaining market share or overtaking competitors through operational efficiencies, they now realize that cutting production costs alone won’t boost desired profitability. It takes savvy marketing, sales and service efforts, including engaging customers throughout the sales process and tracking the results at every step along the way.

Territory  & Relationship Management

» Automate assignments based on geography, organizational division, product specialty, etc.
» Identify and assign appropriate team member or members to customer account.
» Understand customer relationships such as subsidiaries, partners/distributors, and associations.
» Retain and access relationship information a prospect or customer has with other organizations to construct rewarding relationships in sales and customer relationships.

Quote Management & Product Tracking

» Indicate threshold levels for discounting by percentage and manage pricing breaks and volume discounts.
» Manage multiple pricing options to ensure quotes are accurate, complete, competitive, and valid.
» Catalog sizes / specifications for products in an online reference library. 
» Create multi-tiered product hierarchies.

CRM for Wealth Management

As the percentage of client assets in fee-based accounts continues to grow, the wealth management business is becoming more product agnostic and relationship-based.

Contact Household Management

Identify, manage, and track relationships between households, clients, and prospects. CRM systems for financial advisors offer a holistic 360° view of all client and household assets and liabilities, as well as financial and insurance product details.

Activity and Service Engagement

Track, manage, and plan all activities between your firm and your clients. Automated workflows remind advisors and supporting staff of review meetings and tasks.


Event Management

Plan client appreciation luncheons and educational seminars on retirement planning, college savings, and estate planning. Track responses and subsequent opportunities to understand real ROI of your events.

Client Document Archiving and Management

Manage onboarding paperwork and KYC/AML compliance with seamless document system integration. Centralize prospectuses, investment proposals, financial planning hypos, and research reports.

CRM for Education Institutions

Use social, mobile, and cloud to become a connected campus

Simplify recruitment

Recruit the right students, increase yield, and boost recruiter productivity and performance.

Optimize advancement

Build enduring Alumni Relationships and optimise alumni lifetime value.


Connect every touch point

Students, alumni, and parents expect their communications with institutions to be effortless. CRM connects every touch point, places students at the center of everything, and drives breakthrough performance across the student life cycle.

Support students

Gain a 360-degree view of students, and engage them on their preferred device.


Zuddhi Systems,
76 Rawson street,
Sydney NSW 2121,

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