Case Studies Pentax Medical: Centralized Customer Management

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	Pentax Medical: Centralized Customer Management

Pentax Medical: Centralized Customer Management

Technology Category	Application Infrastructure & Middleware - Data Exchange & Integration Application Infrastructure & Middleware - Data Visualization
Applicable Industries	Life Sciences
Applicable Functions	Business Operation Sales & Marketing
Services	Software Design & Engineering Services System Integration
Challenge	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. Read More
About Customer	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. Read More
Solution	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. Read More Log in to view content
Contents

Technology Category

Application Infrastructure & Middleware - Data Exchange & Integration

Application Infrastructure & Middleware - Data Visualization

Applicable Industries

Life Sciences

Applicable Functions

Business Operation

Sales & Marketing

Services

Software Design & Engineering Services

System Integration

Challenge

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.

About Customer

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.

Solution

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.

Impact #1	Faster Quotes: Pentax Medical can now generate quotes directly from the CRM and deliver them to customers the same day.
Impact #2	Consolidated Information: Sales representatives can access all customer information in one place, streamlining their workflow.
Impact #3	Precise Decision Making: Trend tracking and sales forecasting have become easier with live data feeding automated analytics and reporting.

Impact #1

Faster Quotes: Pentax Medical can now generate quotes directly from the CRM and deliver them to customers the same day.

Impact #2

Consolidated Information: Sales representatives can access all customer information in one place, streamlining their workflow.

Impact #3

Precise Decision Making: Trend tracking and sales forecasting have become easier with live data feeding automated analytics and reporting.

Benefit #1	250+ users in sales management, marketing, and sales support functions.

Benefit #1

250+ users in sales management, marketing, and sales support functions.

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Overview

Pentax Medical: Centralized Customer Management

Operational Impact

Quantitative Benefit