CRM Medical Technology for Devices, Service & Compliance

With a CRM industry solution for medical technology, you connect sales, service, field service, and device management on a single central platform. We support manufacturers and specialist dealers in structuring service processes, maintenance, and regulatory requirements.

Request CRM for Medical Technology View Requirements

Field Service Without & With CRM

Tillmann works in field service for a medical technology manufacturer. Devices need to run reliably, maintenance must happen on schedule, and every service call must be fully documented.

In the past, service reports, device information, contracts, and service histories were spread across various tools and lists. When things got urgent, searching came before the actual work.

With a CRM industry solution, devices, service orders, maintenance, and customer information are available centrally. Tillmann sees on-site what is relevant. The back office instantly knows which device is installed at the customer’s site and when the next maintenance is due. Service calls are better planned, and cases are closed more reliably.

Features & Benefits

Sales figures, service requests, quotes, and orders are available centrally and feed directly into visit planning. Upcoming visits are clearly displayed and can be documented directly on-site via smartphone or tablet. Our VisitPLUS add-on extends these functions specifically.

Devices are managed digitally in Dynamics 365 CE. Changes from maintenance, repairs, configuration adjustments, or software updates are fully traceable in the electronic device record. MTK and STK dates stay on track. Competitor devices can also be recorded and used for sales and marketing activities.

A dedicated sales process can be defined for each product line. Competitors, decision-makers, and the buying center are mapped directly within the opportunity. The sales forecast captures potential revenue precisely and by phase.

Complex customer structures such as clinics, hospitals, hospital groups, and group practices are clearly mapped in the CRM. With flexible attribute assignment, customers can be classified specifically and engaged in a targeted way for cross-selling, up-selling, and marketing activities.

Purchasing associations and groups are stored in the CRM. Sales and back-office staff can see directly through which channel customers order and on what terms.

Field teams can be assigned by product line, self-defined regions, or postal-code-based territories.

Temporary and permanent loan devices are managed directly in the CRM. Location, upcoming STK or MTK dates, and planned duration are visible at all times. Rental and leasing equipment can be mapped in the same way.

Our Industry Expertise in Medical Technology

Customer Reference

Case Study

Sales, service, and device management come together on a single central platform. Dynamics 365 CE, Field Service, and matching CRM add-ons are fully aligned with each other.

Our reference customer ulrich medical plans work orders in a structured way. Protocols, checklists, and routes guide every service call. Appointments and service schedules are clearly displayed and available at any time.

Extensions for Medical Technology

Dynamics 365
Sales

More Focus for Sales
With Dynamics 365 Sales, leads, opportunities, and quotes are managed centrally. Routine tasks run in a more structured way.

Customer Insights
Journeys

Targeted Marketing
Segment target groups, plan campaigns, and automate customer journeys for structured marketing with a direct customer connection.

Power BI

Make Data Visible
Present key figures clearly with dashboards and reports. Trends and decision-making groundwork become recognizable faster this way.

Dynamics 365
Field Service

Plan Precisely, Deliver Professionally
Service calls, resources, and technicians are planned specifically. Appointments and orders are available centrally, and on-site service runs in a more structured way.

VisitPLUS

Plan Visits Better
Customer visits are planned and documented directly in the CRM. Appointments and outcomes remain traceable. The next step is always clear too.

OfficeIntegration

Generate Documents Automatically
Quotes, contracts, and other documents are generated directly from CRM data. Consistent templates ensure a uniform appearance.