About the client

The client is an animal-health company with a global footprint spanning 19 countries, and a mission to advance veterinary healthcare teams. To this end, the organization offers a comprehensive suite of products, software and services including 11,000 practices on prescription management and 22,000 practices on management software. With 5,500 employees globally, the enterprise empowers more than 100,000 veterinary professionals to drive improved patient health, nurture client relationships, and deliver successful financial outcomes.

The Challenge

With seven unique industry-leading lines of business — across supply chain, software solutions and prescription management — operating on 16 legacy CRM Platforms, the company was struggling to standardize its way of working across geographies. Disparate systems that lacked integration reduced visibility, response times and presented a host of efficiency concerns for the company. The frustration within was also beginning to trickle down to its customers, as a result of delays in developing and delivering applications. This meant bad news for not just the company, but its bottomline and goodwill as well.

Looking to turn things around, the company reached out to CoreFlex for advice and expert support in defining and validating a strategy and approach. It wanted to leverage the Salesforce platform within its existing ecosystem. The end goal was to create a standardized, and scalable way of working the US and ANZ.


unique LOBs


legacy CRMs


employees globally


veterinary professionals

Our Solution

After a deep-dive into the client’s as-is state, the CoreFlex team created a detailed roadmap with defined timelines on planning and rollout. The solution was implemented using Agile methodology, and included building not just the Salesforce architecture, design and development but also integration into the client’s ecosystem, while also ensuring support at all stages.

CoreFlex also leveraged the strengths of Sales Cloud, Service Cloud, Communities, Outlook Integration/Lightning Synch, Chatbot, Chat, Knowledge, Salesforce Maps, Marketing, Enterprise Territory Management and Custom Lead Routing to ensure seamless performance with 3rd party apps, which included 3rd party app integrations Adobe, Experlogix, TimeTrade, CTI, Hubspot, Zapier, Form Stack Integration, D365 Integration and Fax Integration. The team adopted Salesforce Release Management and Practices Activity Management for optimized development and rollout of apps.

Value delivered

Multiple successful releases in their global line of business

Transition to Managed Services


Downtime and manual intervention

Greater visibility and faster time-to-market

Greater customer satisfaction and enhanced engagement

Enhanced employee and end user productivity

Smoother operations and a healthier bottom line.


Delays in rollouts and proper mitigation of errors and