Transform Your Medical Device Sales
Stop juggling spreadsheets and missed follow-ups.
Sangam CRM brings your entire sales cycle – from lead capture to service management – into one powerful system.
The Industry
₹50B
Market Size Expected by 2030
$34.8B
Expected Market Size by 2032 (11.6% CAGR)
75-80%
Devices Currently Imported
800+
Small-Scale Medical Device Manufacturers
5000+
Medical Device Manufacturers in India
4000+
Licensed Manufacturing Sites (2021-2025)
The Medical Device Challenge
Complex Sales Cycles
3-6+ months involving multiple stakeholders, demos, trials, and approval chains—with no centralized tracking.
Fragmented Operations
Sales, service, and inventory teams work in silos. No visibility into pipeline, deal status, or next actions.
🌐distributor Chaos
Managing multiple dealers across regions. Territory planning, lead tracking, and inventory coordination are manual nightmares.
Missed Opportunities
Leads get lost in email threads. Follow-ups are forgotten. Preventive maintenance schedules slip through cracks.
UNSTRUCTURED TERRITORY COVERAGE
Reps and dealers plan visits ad‑hoc. High‑potential hospitals, cities and KOLs (Key Opinion Leaders) don’t get systematic coverage, while time gets spent on low‑value calls.
WEAK INSTALLED-BASE MONETIZATION
Existing hospitals with multiple installed devices are not mapped properly. AMC, CMC, upgrades and cross‑sell opportunities remain invisible and unplanned.
DEALER PERFORMANCE BLINDSPOTS
No clear metrics on which distributor is building pipeline, doing demos, or closing orders. Decisions on discounts, territories, and inventory are based on relationships, not data.
🧠DATA STUCK IN PEOPLE’S HEADS
Critical account history, contacts, and commitments live with a few senior reps or dealers. When they are busy or leave, the company loses relationship capital and deal momentum.
Sangam CRM: Built for Medical Devices
Centralized Pipeline
All leads, opportunities, and deals in one system. Real-time visibility for every stakeholder. Know exactly where every deal stands.
Service Tracking
Preventive maintenance scheduling, warranty tracking, and automated follow-ups. Never miss a service deadline.
🗓️ Smart Tour Planning
City-wise territory planning with customer mapping. Automated visit schedules with multi-executive coordination.
ERP Integration
Seamless SAP & Tally sync. Orders flow directly from CRM to fulfillment without re-entry or delays.
MOBILE FIELD APP
Reps, distributors, and service engineers update visits, notes, and next actions on the go. No waiting to “come back to office and update Excel”.
INSTALLED BASE & UPSELL ENGINE
Track every installed device, its location, age, and service history. Identify AMC, CMC, upgrade, and replacement opportunities at each hospital.
ACCOUNT & RELATIONSHIP MAPPING
Map hospitals, chains, doctors, and decision-makers in one view. Understand who influences whom so reps know exactly whom to meet next.
SOURCE & CAMPAIGN ANALYTICS
Measure which Exhibitions, conferences, distributors, IndiaMART, or digital campaigns actually convert to orders. Invest in channels that work, cut the ones that don’t.
CRM Summary
Tour Planning & Approval
Clarity in planning, manager approval with alerts, and expense tracking against visits.
Lead & Opportunity Management
Capture from all sources, conversion of qualified leads to deals, and funnel progress tracking.
Quotation & Approval Workflow
Automated price checks, approval workflows, and automatic demo assignments.
Contract & AMC/CMC Management
Linking products to contracts (AMC/CMC), automated Preventive Maintenance Service (PMS) visit creation, and billing/renewal tracking.
Service Ticketing & Field Engineer App
Logging/assigning service tickets, mobile app for field updates, and contract-based ticket creation.
Tally/ERP (SAP) Integration
Synchronization of ledgers, item masters, and payment receivables; ability to create sales invoices/orders.
Why Choose Sangam CRM?
40% Conversion Improvement
Better lead qualification and tracking means more deals close.
50% Sales Cycle Reduction
Faster follow-ups and automated reminders keep deals moving.
29% Sales Growth
Better visibility means better decisions and higher productivity.
Industry Expertise
Built specifically for medical device sales complexity and service models.
Hands-On Support
We implement properly and support your success. Not just software sales.
8.71x ROI
Average return for every dollar invested (with fair user adoption).
Single Edition
We give you the flexibility you need to leverage the complete platform. No tiered editions with differentiation that hold your growth.
Money-Back Policy
If our solution isn’t useful to you, your money won’t be useful to us. We offer a pro-rata money back whether you didn’t like the implemented solution or if you find it hard for your users to use it.
POWERFUL CAPABILITIES FOR MEDICAL DEVICE MANUFACTURERS, DISTRIBUTORS AND DEALERS
Lead Management
CAPTURE AND QUALIFY LEADS WITH STRUCTURED DATA FIELDS DESIGNED FOR MEDICAL DEVICES.
- Product type & customer classification
- Decision-maker designation tracking
- Lead source analytics
- Automatic follow-up reminders
Order to Fulfillment
FROM QUOTATION TO INSTALLATION WITH SEAMLESS ERP INTEGRATION.
- Generate customized quotations
- Work order creation from quotes
- Direct SAP/Tally sync
- Inventory visibility before promising delivery
Territory Planning
OPTIMIZE YOUR DISTRIBUTION AND DEALER NETWORK PERFORMANCE.
- City-wise tour scheduling
- Geolocation visit tracking
- Territory performance analytics
- Multi-executive coordination
Service & Maintenance
KEEP CUSTOMERS HAPPY WITH PROACTIVE SERVICE MANAGEMENT.
- PMS scheduling (3-4x yearly)
- Warranty contract autocreation & tracking
- Service follow-up automation
- Customer satisfaction monitoring
Real Results from Medical Device Leaders
Don’t take our word for it
✓ Manages complex PMS schedules across 25+ dealer network across India
Phoenix Medical
Infant Care Equipment Manufacturer
✓ Tracks 6-month sales cycles with multiple hospital stakeholders
Shivani Scientific
Ophthalmology Equipment Specialist
✓ Successfully manage 25+ person sales teams with full ERP integration
Other Medical OEMs
Various Medical Device Manufacturers
For Multi-chain Hospitals
Referral & Commission Tracking
Tagging referrals to specific doctors, tracking doctor-wise referrals, and monitoring commission payouts.
PRO Visit Management
GPS-enabled clinic/hospital check-ins via app, meeting notes, and doctor visit history updates.
Lead & Enquiry Management
Multi-source enquiry capture, owner assignment with follow-ups, and status pipeline tracking for conversions.
Marketing & Campaign Insights
Source-to-result mapping, cost tracking per channel, and ROI reporting.
IVR, Calls & Appointment Alerts
Automated lead generation from IVR/calls, call history linked to records, and appointment booking alerts.
Master Data, HIMS & Payment Sync
Single master data structure, synchronization with Hospital Information Management Systems (HIMS) for appointments, and CRM payment updates.
Ready to Transform Your Operations?
Get on Sangam CRM and start managing your medical device sales like a pro.
We have something better, a money-back policy if you are not satisfied post implementation
