Salesforce Medical Device CRM
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Companies implementing Salesforce report 25% more revenue on average.1

Penrod can help make it happen for you.

Salesforce for medical device companies.

Better outcomes across every function. One Platform.

A single, cross-departmental platform powered by Salesforce, enabled by Penrod.

Marketing

Sales

Supply Chain

Operations

Provider Experience

Patient Experience

Distributor Management

Physician Engagement

Engage and track physicians throughout their brand journey with omni channel nurturing campaigns to drive the right activity at the right time.Additionally, empower your sales team with the physician data they need to win more deals, and reports that visualize the best engagement tactics.

PATIENT ENGAGEMENT

Give patients the convenience they demand with personalized journeys, self-service options, and proactive care recommendations. A Salesforce Contact Center builds loyalty, trust, and advocacy that creates authentic brand equity.

CONSUMABLES MAINTENANCE

If your medical devices utilize consumables, patients rely on them for device uptime. By integrating refill schedules, shipping logistics, and delivery, automation improves patient device experience, increases uptime, and minimizes gaps in care delivery.

DEVICE MANAGEMENT

Device downtime is one of the most common ways to lose physician and patient trust. By integrating device uptime triggers directly with your CRM and marketing platform, issues can be proactively addressed. Build loyalty by quickly addressing device maintenance issues before service quality is impacted.

QUOTING AND FORECASTING

Make better business decisions with tools that ensure forecast accuracy, even in complex product mixes

CONTRACT MANAGEMENT

Support faster, transparent deal cycles with automated contract management

SALES INSIGHTS

Take intelligent action at the right time with machine learning, automated activity capture, and robust scoring models

DYNAMIC PRICE RULES

Automate pricing based on quantity discounts, account, promotions, supply chain, and more

SAAS MANAGEMENT

Simplify upgrade and license management with a single SaaS vendor

SALES ENABLEMENT

Empower reps with centrally-located case studies, references, knowledge-bases, and account planning resources

AUTOMATED RESUPPLY

Drive more revenue by automating resupply at your most active customers and ensure products are available with inventory alerts

TERRITORY MANAGEMENT

Easily track, distribute, and measure opportunities based on location, industry, and more

COMMISSION MANAGEMENT

Automate commission dispersement and give reps visibility into their commission income

ORDER MANAGEMENT

Onboard patients with a digital experience that helps them orient quickly, improve device experiences, and maximize their healthcare outcomes

INVENTORY FORECASTING

Proactively solve issues, build loyalty, and achieve compliance by monitoring devices directly in your CRM and marketing platform

QUALITY MANAGEMENT

Deliver device, treatment, and health information with patients and providers to enable transparent care management and better health outcomes

SHIPPING TRACKING

Improve support with omni-channel self-service options that allow patients to place consumable orders, track status, view shipping information, and make payments

EFFICIENT FIELD SERVICE

Empower field agents to provide exceptional support experiences, from start to finish. Automate agent scheduling, communicate in real-time, and offer digital information capture

DISTRIBUTION

Ensure assets, parts, tools, and more are in stock and available to your field representatives for essential repairs. Automate asset delivery to ensure service is delivered on time with medical inventory management software built in Salesforce.

Real-Time ASSET MANAGEMENT

If your medical devices utilize consumables, patients rely on them for device uptime. By integrating refill schedules, shipping logistics, and delivery, automation improves patient device experience, increases uptime, and minimizes gaps in care delivery.

PROACTIVE MAINTENANCE

Device downtime is one of the most common ways to lose physician and patient trust. By integrating device uptime triggers directly with your CRM and marketing platform, issues can be proactively addressed. Build loyalty by quickly addressing device maintenance issues before service quality is impacted.

QUOTING AND FORECASTING

Make better business decisions with tools that ensure forecast accuracy, even in complex product mixes

CONTRACT MANAGEMENT

Support faster, transparent deal cycles with automated contract management

DYNAMIC PRICE RULES

Automate pricing based on quantity discounts, account, promotions, supply chain, and more

PROVIDER PORTAL

Improve support with omni-channel self-service options that allow providers to place orders, track status, and make payments

MARKETING AND ENABLEMENT

Empower providers with centrally-located case studies, references, knowledge-bases, and account planning resources

SALES INSIGHTS

Take intelligent action at the right time with machine learning, automated activity capture, and robust scoring models

Patient Onboarding

Onboard patients with a digital experience that helps them orient quickly, improve device experiences, and maximize their healthcare outcomes

Device Management

Proactively solve issues, build loyalty, and achieve compliance by monitoring devices directly in your CRM and marketing platform

Device Insights

Deliver device, treatment, and health information with patients and providers to enable transparent care management and better health outcomes

Omni-channel support

Improve support with omni-channel self-service options in Salesforce Contact Center that allow patients to place consumable order, track status, view shipping information, and make payments

Knowledge and education

Ensure patients have centralized resources to make the most of their experiences

Form and Document management

Eliminate manual, redundant data entry processes with a HIPAA compliant, digital-first forms

QUOTING AND FORECASTING

Make better business decisions with tools that ensure forecast accuracy, even in complex product mixes

CONTRACT MANAGEMENT

Support faster, transparent deal cycles with automated contract management

DYNAMIC PRICE RULES

Automate pricing based on quantity discounts, account type, promotions, supply chain factors, and more

DISTRIBUTOR PORTAL

Improve support with omni-channel self-service options that allow distributors to place orders, track status, and make payments

MARKETING AND ENABLEMENT

Empower distributors with centrally-located case studies, references, knowledge-bases, and account planning resources

SALES INSIGHTS

Take intelligent action at the right time with machine learning, automated activity capture, and robust scoring models

Boost Your

Revenue

Automate sales, build awareness, and inspire brand loyalty.

  • Automate processes across the entire sales cycle Take intelligent action on opportunities at the right time with machine learning, automated activity capture, and scoring models.
  • Centralize data in one system Drive collaboration, automation, and governance by integrating ERP, inventory, and financial systems.
  • Drive faster and higher-value quotesIncrease contract value by improving accuracy, adding approval flows, and intelligent cross-selling for add-ons like disposables.
  • Unleash your distributors with self-service portals Help distributors sell more for you with intuitive portals for quoting, product specifications, and order history.
  • Gain Insight with advanced reportingMake smarter decisions with centralized data, artificial intelligence, targeted forecasting, and flexible dashboards.

Build amazing customer

experiences

Centralized tools that manage customers, data, and teams.

  • Deliver amazing customer service, anywhere One-stop account management with a 360-degree customer view, including demographics, history, product quality, and more. Accessible from anywhere, on any device.
  • Gain robust call center integration Reduce case times and improve experiences with live chat, SMS messaging, email, fax, and AI.
  • Integrate quality and product lifecycle managementImprove quality and ensure compliance with a validated framework for product, quality, and regulatory requirements.

Build loyalty and drive

engagement

Execute marketing campaigns that deliver ROI

  • Form meaningful relationshipsProvide engaging experiences at every stage of the customer's journey.
  • Hit home with personalized marketingEngage providers, distributors, and direct consumers with the right message, at the right time, on the devices they use.
Success Stories

Service Cloud Implementation Prepares Convergent Dental for Growth with Salesforce

Convergent Dental grew a successful business developing leading-edge dental technology, including the Solea CO2 laser. They were growing rapidly, but their software systems were not equipped to handle the transformation. Learn how Penrod solved pain points and crushed workflow inefficiencies with an amazing Service Cloud implementation.

Read it Now

 

 

Schedule Consultation

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