Defibtech - US

Defibtech Enhances Customer Experience and Efficiency with Salesforce Solutions

Agentforce Sales (fmr. Sales Cloud) | Agentforce Service (fmr. Service Cloud)
Cloudgaia partnered with Defibtech in two strategic projects that transformed how the company operates—first by optimizing its Salesforce Agentforce Sales (fmr. Sales Cloud) instance, and then by enhancing case and customer service management through a tailored Agentforce Service (fmr. Service Cloud) implementation. Thanks to an agile, consultative approach, the company increased platform adoption, created powerful reports to support decision-making, and automated processes that freed up the team to focus on higher-value tasks—with a clear focus on improving the customer experience.

About Defibtech

Defibtech is a leading company in the design and manufacturing of life-saving resuscitation devices, including automated external defibrillators (AEDs), mechanical chest compressors, and specialized accessories for emergency situations. Globally recognized for their reliability and ease of use, Defibtech’s solutions are developed with advanced engineering and high-quality manufacturing, ensuring top-tier performance, efficiency, and accessibility.

With a strong presence in the United States and international markets, the company plays a key role in the Health & Life Sciences industry—where precision, traceability, and exceptional customer service are essential.

The Challenge

Defibtech aimed to enhance the user experience by centralizing interactions and removing friction from its support processes. The goal was to implement a solution that not only made internal operations more efficient but also delivered a faster, more professional support experience in line with the quality of its products.

To achieve this, the company needed a platform that could centralize customer service operations, provide full visibility across all departments involved in client and distributor management, and deliver real-time data to inform strategic decisions.

Our All-In Solution

Cloudgaia designed a comprehensive plan to optimize Agentforce Sales and implement Agentforce Service functionalities with the customer experience as the core focus. Working closely with Defibtech’s teams, we identified business needs, redesigned processes, delivered key capabilities, and promoted platform adoption across the organization.

Agentforce Sales Optimization

  • Built dynamic dashboards and custom reports for each team and user profile, consolidating key metrics in real time.
  • Fully modeled the lead generation, tracking, and conversion process.
  • Configured financial reports and developed new functionalities tailored to Defibtech’s operations.
  • Delivered targeted training sessions to key users, strengthening platform adoption and increasing team autonomy.

Agentforce Service Implementation

  • Activated Service Console as a unified hub for customer support.
  • Configured support dashboards and reports to surface key metrics and improve operational management.
  • Implemented Case Management to log, track, and resolve customer claims and requests.
  • Automated case handling workflows to ensure faster, more structured service delivery.
  • Introduced internal collaboration features to streamline case management across teams.

Delivering exceptional results

Improved Operational Efficiency

Manual processes were automated, significantly reducing average customer response time and improving speed and accuracy.

Real-Time Dashboards

Key performance indicators are now updated in real time on a unified platform, eliminating the need to manually consolidate data from multiple sources.

Data-Driven Decision-Making

Greater visibility into business insights enables Defibtech to make confident, data-backed decisions.

Increased Adoption and Digital Maturity

Effective Salesforce usage has grown across the organization, unifying operations on a single platform and streamlining request resolution—connecting every team involved in customer and distributor management.

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