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Pentax Medical: Centralized Customer Management
技术
- 应用基础设施与中间件 - 数据交换与集成
- 应用基础设施与中间件 - 数据可视化
适用行业
- 生命科学
适用功能
- 商业运营
- 销售与市场营销
服务
- 软件设计与工程服务
- 系统集成
挑战
Pentax Medical needed to track sales pipelines, opportunities, and accounting information, and generate quotes from a single user-friendly CRM system. They required an implementation partner familiar with the rigorous compliance requirements of the medical devices industry. The main challenges included establishing a secure CRM environment compliant with strict medical industry standards, automating a time-consuming quote process, and integrating calendars, email, and SharePoint, which necessitated a Microsoft solution.
关于客户
Established in 1919 in Japan, Pentax Medical is a division of the Hoya Group and a globally diversified company with R&D innovation and manufacturing centers in Japan, Europe, and the United States. The company provides advanced clinically relevant endo-imaging solutions through leading-edge optical technologies. Pentax Medical collaborates with customers worldwide to create long-term partnerships and ensure customer satisfaction. The company has over 250 users in sales management, marketing, and sales support functions.
解决方案
Velosio provided Pentax Medical with Microsoft Dynamics 365 for Sales integrated with SAP R3, offering coordinated account, contact, activity, opportunity, and quoting functionality. CRM dashboards were implemented to focus on sales data, pipeline, forecasting, customer rankings, and rep activities. Additionally, QlikView, a business information tool, was used to provide faster and more robust metrics by automating data extraction from multiple sources. This comprehensive solution addressed Pentax Medical's needs for a secure, compliant, and efficient CRM system.
运营影响
数量效益
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