Medical Device Sales Enterprise Package

Take your medical device sales to the next level with our sales automation package, including lead tracking, intelligent marketing automation for staying top of mind to your resellers, email integration, CPQ implementation, reports, HIPAA security, and an API-based integration to your ERP system for sales team visibility.

$49,499 Completion Timeline:
12 weeks

Call (800) 951-7651 or email [email protected] for more information.

Project Kick-Off

  • We'll introduce you to the consultant leading the project on our team, obtain Salesforce log in access, and schedule the first strategy session for implementation.

Lead Configuration

  • We'll configure leads for tracking potential medical device distributors and partners, including what brands they carry, medical area specialty, service capability, and customer geography.

Marketing Automation

  • We'll implement account engagement to ensure intelligent emails are sent to resellers and distributors to ensure they have the most up to date information on your products.

Company & Contact Setup

  • We'll configure accounts and contacts to track reselling partners, their contacts, as well as patients that have made purchases through these companies.

Email Integration

  • We'll integrate your Outlook or Gmail-based email services via Inbox and Einstein Activity Capture to ensure important conversations are archived to relevant records.

Opportunity Customization

  • We'll customize opportunities for tracking sales, potential sales, and RFP's, including new and repeat customers by dollar amount, forecasted close date, and product name and family.

Configure Price Quote Setup

  • We'll set up CPQ with contract templates, discount rules, approval processes, and product catalogs giving your team the ability to quickly generate sales agreement for both direct and indirect sales.

Sales Management Dashboard

  • We'll implement a dashboard giving your management team the ability to track leads, company purchases and commitments, open quotes, as well as sales by rep by week, month, quarter, and YTD timeframe.

Permissions & Security

  • We'll ensure your Salesforce solution is HIPAA-compliant by restricting record access to only the minimum number of users necessary to support your sales process.

ERP API Web Service Integration

  • We'll integrate with your ERP to pull in shipping and tracking information, including warranty claims and other services records for maximum visibility to your sales team.

Data Migration

  • We'll perform an export from your existing CRM or database, create a mapping file, perform a test import to check for accuracy, and perform one final import just prior to going live.

Salesforce Training

  • We'll conduct training to ensure your users and managers know every aspect of Salesforce, including the daily use and administration of the system.