DIGITISING CUSTOMER RELATIONSIP MANAGEMENT

CUSTOMER RELATIONSIP MANAGEMENT

The Inventify CRM is an unique end-to-end platform tailored for OEM–Distributor ecosystems, ensuring multi-party collaboration, and connects sales execution on the ground with strategic account planning at the management level with, (a) centralized repository for leads, accounts, and opportunities, (b) integrated quotation tracking linked to each opportunity and account, and (c) approval workflows and audit trails that align commercial decisions with governance and margin expectations.

CHALLENGES

MedTech Industry Challenges In Customer Relationship Management

Today, most OEMs and their Distributors manage quotations for capital equipment or consumables often rely on manual processes that lead to: →

  • Poor quote and follow-up tracking, causing engagement gaps.
  • Inconsistent pricing and margin leakage due to no historical benchmarking
  • Deal flow not aligned with account planning, reducing pipeline visibility vs. sales targets.
  • Are marketing schemes being implemented properly?
  • Limited approval and price-change traceability, increasing audit risk.

PRODUCT MODULES

Lead Management

Capture all leads in a structured, digital format with clear owners and next actions.

Track engagement status and follow-up tasks to avoid leakage and delays.

Account Management

Link leads and opportunities to the right accounts for a 360-degree view of activity.

Benchmark pipeline and performance against account-level plans and KPIs.

Opportunity Management

Track opportunity stages from qualification to closure, with associated quotations and approvals.

Monitor value, probability, and expected close dates to build an accurate sales forecast.

Integration with Account Planning

Integration with Account Planning

Inventify CRM works seamlessly with the Inventify Account Planning Tool to provide a complete “forecast-to-closure” visibility.

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WHO IS IT FOR?

Inventify CRM Tool is designed for complex B2B sales environments of industrial sector, through direct and channel-led models.

OEM Sales Teams to à create, manage, and nurture customer leads through to deal closure; and align day-to-day sales activity with strategic account plans and annual KPIs.

Distributors’ Sales Teams to à capture and manage leads generated in the field by distribution partners; and ensure coordinated pipeline visibility between OEM and distributor organizations.

GAIN COMPLETE CHANNEL VISIBILITY.
TO YOUR ORGANIZATION IN LESS TIME

CRM is a cloud-based SaaS solution purpose-built for complex MedTech OEM workflows.

Approval Workflows

Define structured approval paths for discounts, special terms, and non-standard deals.
Ensure decisions are transparent and consistent across internal sales and distribution.

Quotation Linkage

Connect quotations to opportunities within the CRM, enabling full visibility of commercial proposals.
Benchmark quotes against previous deals with similar configurations to protect margins.

Audit Trail

Maintain a detailed record of changes across stages of approval and negotiation.
Strengthen governance and compliance across the commercial organisation.

BENEFITS

Strategic Business Impact

  • Predictable revenue growth through structured pipeline visibility
  • Stronger margin protection with quote benchmarking & approval governance
  • Aligned OEM–Distributor execution with a unified deal view
  • Improved forecast accuracy linked to account plans and annual KPIs

Operational Control

100%

End-to-end visibility from Lead → Opportunity → Quotation → Closure

30–40%

Improvement in pipeline tracking & follow-up discipline

Zero

Unapproved discounting or undocumented commercial deviations

Customer & Channel Experience

Faster

Quotation turnaround with automated proposal generation

Transparent

Collaboration between OEM and distributor sales teams

Data-Driven

Win–loss insights to improve future proposal strategy

ANALYTICS, MIS, AND PIPELNE VISIBILITIES
FOR MODERN ENTERPRISES

Lead Pipeline with Stages

View the pipeline across segments, territories, and partners by stages to understand volume, coverage, and conversion potential.

Ageing & Deal Conversion

Track ageing of leads and opportunities to prioritize actions and unblock stalled deals.
Analyse deal conversion metrics by region, account segment, or salesperson.

Quotations & Revenue Insights

Monitor quotation activity linked to pipeline and conversion.
Use these insights to refine pricing, resource allocation, and tactical sales initiatives.

Win–Loss Analysis Engine

Tag reasons for win or loss across proposals.
Compare performance across accounts, product lines, and sales regions.
Feedback loop built into the quotation and opportunity process for continuous learning.
Identify pricing gaps, competitive trends, and proposal strengths for future improvements.

Customer Relationship Management

“Inventify combines deep understanding of OEM–distributor sales operations dynamics with a configurable, workflow-driven platform. ​ The solution scales across country clusters and supports both direct OEM-led and channel-assisted sales operation, making it ideal for complex med-tech and industrial product portfolios. ​.”

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Driving Intelligent Distribution for MedTech OEMs
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