The True tale of a Medical Device Company. It’s My Favorite CRM Story From This Awesome White Paper: “24 Wildly Creative Ways Companies Use Microsoft Dynamics CRM to Drive Revenue and Serve Customers”

 Altico Advisors was one of 24 contributors to the recently published CRM Software Blog white paper: “24 Wildly Creative Ways Companies Use Microsoft Dynamics CRM to Drive Revenue and Serve Customers.”  It should therefore come as no surprise that our favorite story is actually the one we contributed.  We’re shamelessly biased!  Honestly, they’re all great stories.  But our goal is really just to tell you more about our story, Story #4 – Breathe Easier.

It’s the tale of a medical device company in Beverly, Massachusetts and the day-to-day challenges we resolved with Microsoft Dynamics CRM and the Altico Service + CRM Accelerator, a combination that I fondly refer to as “The Dream Team.”  Why?  Because those combined applications (Microsoft CRM and Altico Service +) are a dream come true for medical device companies.  What are the special challenges faced by medical device companies? We polled our clients in the medical device sector and among their top challenges they cited:

1-Regulatory compliance
2-Lot and serial number tracking
3-Reporting

Used in conjunction with Microsoft Dynamics CRM, our development team created a CRM Accelerator that would not only address these 3 issues, but much more.  You might ask, what else can it do? I’ll tell you.  Built on the Microsoft Azure platform, Service + will also:

1-Track RMAs and apply workflows to manage the returns process
2-Provide visibility into the full product life cycle
3-Track incidents and cases from the time they’re logged through escalation (if necessary) and resolution
4-Track the past owner, current owner and current physical products in the field (how else could send a recall notice to the current owner if say it was purchased by a hospital group and you didn’t know which hospital the device was installed in?)
5-Associate an individual item with customers, products, cases, vendors, and maintenance renewals

And there’s more.  But I woudln’t want to bore you.  Hopefully, your interest has been kindled and you’ll want to read all about the Altico Service + CRM Accelerator for Medical Device Companies.  You can also check out this short video demonstration of this tracking software.

Are you a fan of Visio schematics?  We have those, too.

Here’s the takeaway.  Since Service + is built on top of Microsoft Dynamics CRM 2011 and Azure, all the out-of-the-box reporting, views, and charting capabilities of Microsoft Dynamics CRM are available and can be leveraged to perform a multitude of tasks. And that’s why I call it “The Dream Team.”

By Marcia Nita Doron, Altico Advisors, Microsoft CRM partner serving Massachusetts (MA)