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WCG Medical Device Sales Integrator

Track MedTech Sales, Shipments, and Installations in One Place

Overview

See How WCG Medical Device Sales Integrator Works

  • Associate opportunities with multiple shipment locations while linking each location to the appropriate account and Master Services Agreement.

  • Automate Salesforce approval workflows with notifications, due-date and overdue triggers, and defined escalation procedures.

  • Use predefined reports and dashboards to monitor opportunity pipelines, quarterly shipments, and closed business by region and territory.

Medical Device Sales Integrator, a solution from West Coast Consulting Group, helps healthcare suppliers track device shipments by connecting Sales Cloud, Service Cloud, and Field Service with back-end supply chain systems. Built-in financial and management approval workflows support product discounts, customer payment terms, and credit authorizations. Medical device purchases often require inventory to be shipped to multiple locations across a hospital network, making it difficult to ensure that the right equipment reaches the right location at the right time. Medical Device Sales Integrator applies healthcare industry best practices to automate inventory scheduling and tracking across the supply chain and customer locations. It manages contract and purchase order approvals, assigns devices to shipment destinations, and coordinates installation and training resources to support timely, successful delivery.

Categories

Business Needs
Sales
Productivity
Customer Service
Industries
Healthcare & Life Sciences
Personas
Business Operations Manager
Business User
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package

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