Pentax Medical: Centralized Customer Management
Company Size
1,000+
Region
- America
- Asia
- Europe
Country
- European Union
- Japan
- United States
Product
- Microsoft Dynamics 365 for Sales
- SAP R3
- QlikView
Tech Stack
- CRM Dashboards
- Data Extraction Automation
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Customer Satisfaction
- Digital Expertise
- Productivity Improvements
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
About The 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.
The 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.
The 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.
Operational Impact
Quantitative Benefit
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