Zoho Bigin CRM for the sale of medical equipment “Protech Solutions”

Implementation of Zoho Bigin CRM System for Protech Solutions Ukraine

Protech Solutions Ukraine is a key player in the Ukrainian market for high-tech medical equipment and furniture. The company, which has been operating for over 17 years, is engaged in installation, warranty service, personnel training, and support of medical devices. Among its partners are well-known manufacturers such as GE Healthcare, Varian, Famed, and Givas. Protech Solutions Ukraine offers comprehensive solutions tailored to the specific needs of doctors and accompanies them at all stages of operation.

Challenges

  • Lack of a centralized customer and deal database.
  • Unclear level of manager performance.
  • Lack of key performance indicators for the medical equipment and furniture sales departments.

Solution

  • Data centralization: Creation of a unified customer and deal database with access rights differentiation.
  • Process optimization: Implementation of a standard workflow for all sales managers through Zoho Bigin.
  • Performance monitoring: Establishment of a key performance indicator (KPI) system for the sales departments, allowing for tracking and analyzing each manager’s performance.

Results

  • Improved manager performance: All managers began working through a unified process in Zoho Bigin, enhancing consistency and efficiency.
  • Centralized database: A unified database with access rights differentiation provided easy access to information and improved data security.
  • Increased efficiency: Manager efficiency increased by 15% due to the automation and standardization of sales processes.
  • Transparency for management: Managers gained access to dashboards with key performance indicators in Zoho Bigin, allowing better control and management of sales processes.

The implementation of the Zoho Bigin CRM system at Protech Solutions Ukraine significantly improved sales management, enhanced manager performance, and provided transparency and control for management. This helped the company strengthen its market position and ensure a high level of customer service.

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