Salesforce to Odoo ERP: How Evitalin Cut Software Costs by 75% with Bista Solutions

Salesforce to Odoo ERP: How Evitalin Cut Software Costs by 75% with Bista Solutions

Introduction: About Evitalin

Evitalin is a leading healthcare company dedicated to men’s health solutions, proudly serving over 100,000 members across the United States. Based in the Tampa Bay area, Evitalin offers specialized services that span from clinical support to pharmacy solutions, delivering accessible healthcare through a seamless customer experience.

With more than 15 years in business, Evitalin has built a strong reputation for personalized care and operational excellence. However, as their customer base grew and their service offerings expanded, their internal systems needed to evolve to keep pace with their ambitions.

The Challenge: Outgrowing Existing Systems

For years, Evitalin relied on Salesforce as its CRM platform. While Salesforce worked well for sales and marketing functions, it became increasingly difficult to extend that same value across other departments like finance, inventory management, HR, and call center operations.

The limitations were clear:

  • Lack of cohesion across business units
  • Inability to manage operational workflows on a single platform
  • High software licensing and customization costs
  • Inefficiencies that created bottlenecks as customer demands increased

Evitalin needed a scalable, fully integrated system that would not only connect their departments but also reduce software costs, improve efficiency, and prepare them for future growth.

Why Odoo ERP?

After an in-depth evaluation process, Evitalin chose Odoo as their new ERP platform. Odoo’s modular system offered them a full suite of applications — including Inventory, HR, Finance, CRM, E-commerce, and Call Center tools, all under a single platform with one base subscription.

Unlike Salesforce, where additional modules and expansions meant escalating costs, Odoo provided everything Evitalin needed within the core system, offering both operational power and financial efficiency. With millions of users worldwide, Evitalin also felt confident that Odoo was a mature, stable, and trusted platform for businesses like theirs.

Finding the Right Partner: Enter Bista Solutions

Choosing the right ERP system was only half the battle. Evitalin also needed an expert partner to guide them through a complex implementation.

MT Nahill, Software Consultant and Project Manager at Evitalin, led the partner search and found Bista Solutions through Odoo’s Gold Partner directory. Bista stood out for several key reasons:

  • Proven track record with similar large-scale Odoo implementations
  • An offshore support model to control project costs
  • Deep technical expertise across a wide range of industries
  • The highly responsive team that could deliver best practices for a smooth transition

Evitalin was impressed by Bista’s commitment to client success and their ability to immediately understand the specific challenges facing a healthcare company operating a national call center, online store, and third-party integrations.

Confident in their decision, Evitalin selected Bista Solutions as their implementation partner.

Implementation: Strategy, Execution, and Collaboration

The project scope was ambitious. Evitalin needed to migrate critical operations to Odoo, including:

  • Customer Relationship and Help Desk
  • E-commerce store management (B2B – Portal for Doctors & Support Staff and B2C for the Patient Portal)
  • Inventory and shipping logistics
  • Financial operations
  • Call center workflow
  • Third-party integrations for shipping, phone, and fax systems
  • Email marketing

Bista Solutions’ approach included:

  • Seamless data migration from legacy systems
  • Customizing Odoo to fit Evitalin’s highly specialized healthcare workflows
  • Integration with external shipping, communication, and e-commerce platforms
  • Building a customer portal to enhance support and transparency
  • Providing robust post-Go-Live support for stability and continuity

Despite being in different time zones, Bista staffed the project with a highly available team, ensuring that any issues were addressed within minutes — a critical factor that contributed to the project’s success.

Going Live: A Record-Breaking Success

The Go-Live process — typically one of the most stressful phases for any ERP transition — was one of the highlights of the project. Thanks to Bista’s hands-on support and careful preparation, Evitalin was able to have one of their biggest operational weeks ever during the first week after Go-Live.

As MT Nahill noted:

“It was comforting to know that Bista could focus on the implementation while we focused on our internal work.”

Bista’s proactive, responsive approach gave Evitalin the confidence and stability it needed during this critical time.

Quantifiable Results: Transforming Operations

Since implementing Odoo with Bista Solutions, Evitalin has seen clear, measurable benefits:

  • Increased Operational Efficiency:
    Alex Kosharek, Operations Manager at Evitalin, reported that getting the team onto Odoo reduced clicks per order, significantly streamlining internal workflows and boosting team productivity.
  • Lower Software Costs:
    Evitalin reduced their software spending to approximately one-quarter of what they were paying for their previous systems.
  • Improved Customer Experience:
    The new customer portal created with Odoo has resulted in faster support, better communication, and greater transparency for Evitalin’s members.
  • Scalability for Growth:
    With Odoo’s modular structure and Bista’s ongoing support, Evitalin now has a flexible platform that will support future enhancements and business expansion.
  • Future Plans:
    Evitalin continues to work with Bista Solutions to add more automation and develop additional functionality aimed at generating more income and reducing operational costs even further.

Conclusion: A Partnership for Long-Term Success

The partnership between Evitalin and Bista Solutions is a clear example of what happens when the right technology and the right expertise come together. By transitioning to Odoo ERP with Bista’s guidance, Evitalin was able to significantly improve operational efficiency, reduce costs, enhance customer satisfaction, and position themselves for sustained future growth.

About Bista Solutions

Bista Solutions is a global leader in digital transformation, specializing in ERP implementations, customizations, integrations, and support services. As an Odoo Gold Partner with a proven track record across healthcare, manufacturing, distribution, and retail industries, Bista Solutions helps businesses via tailored digital transformation and business automation. 

Looking to transform your business operations with Odoo ERP? Contact Bista Solutions today for a free consultation.