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This medical device company had a difficult time managing how they gave prices to hospitals. Their sales process was spread across several different software tools that were not connected. One tool held the product list, another held the price rules, and a third was used to create the final quote. This forced employees to jump between different screens and manually copy-paste data, which was slow and confusing.
Because the process was so manual, it often took several days to send a price quote to a hospital. In the medical field, speed is essential, and these delays were causing the company to lose deals to faster competitors. Furthermore, doing all the math by hand led to occasional mistakes, such as applying the wrong discount or missing a shipping fee.
Management also struggled to get a clear picture of how the business was performing. Because the data was stuck in different tools, they had to manually build reports every week to see their sales numbers and profit levels. This was a massive concern for the leadership team and meant they were always looking at "old" data rather than seeing what was happening in real-time.
We developed a "Smart Quoting Engine" that syncs all their separate tools into a single, unified platform. We used AI to connect their inventory, contract pricing, and customer records. Now, the sales team only needs to use one screen. When a hospital requests a quote for a large order, the AI pulls data from all the systems and generates an accurate price in just one click.
The engine handles all the complex logic automatically. It recognizes which hospital group is ordering and applies their specific negotiated contract rates and discounts. We also built in "automated guardrails" that prevent a salesperson from offering a price that is too low, ensuring every deal remains profitable. This removed the guesswork and the risk of human error from the entire pricing cycle.
To solve the reporting issue, we added an automated data dashboard. This system tracks every quote and sale as they happen, creating clear charts and reports for management. Instead of spending hours on spreadsheets, leaders can now log in and instantly see which products are most popular and how their profit margins are performing. This turned messy data into a powerful tool for making better business decisions.
The most important result was the total elimination of the long waiting period for quotes. Customers now receive their pricing accurately, without having to wait days. This increase in speed has led to a significant jump in sales while the sales team is much more productive because they no longer have to manage data across multiple windows.
With real-time reports, the leadership team can spot trends and fix problems immediately rather than waiting until the end of the month. By syncing their tools and automating their most time-consuming tasks, this medical device company has built a modern foundation that allows them to scale without adding more administrative staff.
