How Shivani Scientific Industries Streamlined Field Operations and Increased Sales with Sangam CRM
Shivani Scientific Industries, a leader in Assisted Reproductive Technologies (ART) and Biomedical Equipment, has over 42 years of experience and represents 26 international companies in India. They also export their Fornax range of innovative IVF products to over 30 countries. Despite their success, Shivani Scientific faced the below challenges they needed a solution to streamline their processes and improve operational efficiency.
Medical Equipment Manufacturing
75+
Mumbai
Streamlined Field Operations & Increased Sales
Challenges faced by Shivani Scientific
- Manual Tracking of Field Visits: The field team manually handled hospital visits, making it difficult to track interactions, performance, and follow-ups. This led to inefficiencies in monitoring daily activities and service requests.
- Data Management Risks: Client data, payment details, and service tickets were managed on spreadsheets, which posed significant risks, including unauthorized access and data breaches.
- Missed Opportunities: Delays in follow-ups and inconsistent tracking led to missed sales opportunities, affecting revenue generation.
- Lack of Real-Time Visibility: Management faced challenges in tracking the real-time location of field personnel, which hindered their ability to monitor progress and achieve targets efficiently.
- Lack Of Reporting System – lacked a complete reporting mechanism to analyze field operations and sales performance efficiently.
- Unstructured RMA Process – The lacked proper tracking and documentation, delaying resolutions and affecting customer satisfaction.
Impact of These Challenges
These challenges resulted in missed leads and poor visibility into field activities. As a result, the company faced difficulties in achieving sales targets and maintaining consistent service quality, leading to a loss of potential revenue.
Solution
Sangam CRM was implemented to solve these challenges by centralizing data, improving field operations, and streamlining sales processes:
- Centralized Data: All sales, service, and lead data were consolidated into a single platform, reducing the need for spreadsheets and ensuring better data security.
- Field Visit Tracking: The activity module allowed real-time tracking of field employees, helping managers monitor hospital visits and service ticket status efficiently.
- Lead and Sales Management: Employees could create opportunities, follow up on leads, and generate quotations directly in the CRM, improving sales efficiency.
- Regional Management: Engineers were allocated region-wise, and the CRM helped track hospital visits, pending tasks, and sales performance across regions.
- Power BI Integration: Power BI allowed advanced data visualization, delivering actionable insights.
- Enhanced RMA Process:The CRM provided a structured module to track the RMA process, ensuring timely resolutions and improved customer satisfaction.
Results
- Increased Efficiency: The CRM helped streamline operations, improve tracking, and boost sales performance.
- Better Visibility: Managers gained real-time insights into field activities, leading to better decision-making and resource allocation.
- Actionable Insights with Power BI: Through user-friendly dashboards, managers get clarity on sales performance, lead conversion timelines, and service metrics.
- Scalability: With plans to expand, Shivani Scientific continues to benefit from the CRM, managing 75 users and preparing for future growth.
- Better Customer Experience:
The RMA process improvements and efficient service handling enhanced client trust and satisfaction.
Conclusion
By adopting Sangam CRM, Shivani Scientific Industries addressed its challenges in field operations, sales tracking, and data management. The CRM’s centralized data, real-time tracking, and efficient sales process led to improved operational efficiency, increased sales, and better overall performance.
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