The Company
A healthcare products company with a field sales team that presents financial benefits to physicians during in-person visits. Sales reps need fast, clear tools that support real-time conversations.
The Challenge
The client needed a simple way to show return on investment to doctors in a format that looked professional and was easy to understand. Reps had to complete the analysis quickly during meetings, then generate a PDF they could print or email on the spot. Existing tools were too slow and inconsistent for live use.
The Solution
We built a streamlined Excel tool that separated user inputs from calculations and reduced the number of fields required to complete the analysis. The output was formatted as a polished, client-ready report using the company’s branding, colors, and logos. With one action, users could convert the results into a PDF for sharing.
The Result
The sales team adopted the tool quickly because it was easy to use in live meetings. Every rep now delivers the same, consistent ROI message to prospective doctors. The client gained a reliable, branded sales asset that supports faster, more confident conversations.
About MS Excel Solutions
At MS Excel Solutions, we engineer business intelligence solutions that transform the way companies operate. Our Excel-based builds collapse hours of manual effort into instant, reliable results. With every project, we solve business challenges and empower teams to drive business decisions with confidence.
We’re problem solvers, consultants, and business partners who make technology work for your business.