Case Study - Pentax Medical

Pentax Medical – Endoscopic Imaging Solutions Provider Automates Processes and Secures Environment with Dynamics 365 for Sales

Pentax Medical needed a CRM, compliant with strict medical industry standards, designed to help them better track sales pipelines and opportunities and automate quote generation. Learn how Dynamics 365 for Sales helped the endoscopic imaging solutions provider increase productivity and improve forecasting.

Case Study - Pentax Medical

Table of Content

    Velosio Case Study: Pentax Medical

    Case Study PDFDownload “Pentax Medical: Centralized Customer Management”

    About the Company

    Pentax Medical is a division of the Hoya Group.

    INDUSTRY: Life Sciences—providing endoscopic products and services for gastroenterology (GI)
    COMPANY SIZE: 250+ users in sales management, marketing and sales support functions

    Established in 1919 in Japan, PENTAX Medical is a globally diversified company with R&D innovation and manufacturing centers in Japan, Europe and the United States. Through leading-edge optical technologies, PENTAX Medical is providing the most advanced clinically relevant endo-imaging solutions. Together with comprehensive customer service offerings, PENTAX Medical is collaborating with customers worldwide to create long-term partnerships and customer satisfaction.

    The Challenge

    Medical Industry Regulations: Pentax Medical wanted to track sales pipelines, opportunities and accounting information—plus generate quotes—from one user-friendly CRM system. To do so, they needed an implementation partner that was familiar with the rigorous compliance requirements of the medical devices industry.

    • Establish a secure CRM environment compliant with strict medical industry standards
    • Automate a time-consuming, labor-intensive quote process
    • Integration of calendars, email and SharePoint, required a Microsoft solution

    The Solution

    Velosio provided: 

    • Microsoft Dynamics 365 for Sales integrated with SAP R3, providing coordinated account, contact, activity, opportunity and quoting functionality
    • CRM dashboards, focusing on sales data, pipeline, forecasting, customer rankings and rep activities
    • QlikView, a business information tool, providing faster and more robust metrics by automating data extraction from multiple sources

    The Results

    • Faster Quotes: Generate quotes directly from CRM and deliver it to customers the same day
    • Consolidated Information: Reps can access customer information all in one place
    • Precise Decision Making: Trend tracking and sales forecasting is easier now that live data feeds automated analytics and reporting
    • Long-term Solution: Pentax has found an IT and business solutions partner they trust

    Working with Velosio

    “Through medical industry experience and customer collaboration, Velosio implemented an integrated CRM/Accounting solution. That was only the beginning of this long-term customer relationship.”

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