MEDICAL CRM

Manage Sales Relationships with Healthcare Organizations in One Place

Manage sales relationships with hospitals, clinics, medical centers and laboratories together with organization contacts, field conversations, sales opportunities, quotations and follow-up actions.

Manage healthcare organizations and their contacts centrally
Keep field visits and customer conversations recorded
Track sales opportunities, quotations and next actions
app.dinamikcrm.com
Healthcare Organizations Medical sales customer network
Active Portfolio
Organizations 148
Opportunities 27
Follow-ups 19
Customer Portfolio Recent sales activities
Atlas Hospital Istanbul · Corporate customer
Active
Nova Medical Center Ankara · Sales opportunity
Opportunity
Mavi Laboratory Izmir · Field meeting
Visit
Eksen Clinic Bursa · Quotation process
Quotation
Healthcare Organization
Organization Contact
Field Visit
Sales Opportunity
Quotation
Customer History
CRM FOR MEDICAL COMPANIES

Manage Medical Sales Processes Together with Customer Relationships

Medical sales teams build long-term B2B relationships with hospitals, clinics, laboratories and multiple organization contacts. Medical CRM makes these customer relationships and ongoing sales processes shared and visible across the team.

Connect customer information from organization to sales opportunity

With DinamikCRM, manage healthcare organizations, contacts, field conversations, sales opportunities, quotations and follow-up actions within a shared customer history.

Organization Contact Field Sales
MAKE MEDICAL SALES VISIBLE

Make Customer Follow-up Easier for Medical Sales Teams

When organization information, multiple contacts, field visits and sales opportunities are kept in separate places, it becomes difficult to see the complete customer relationship and sales process.

Scattered Organization Information

Manage customer information for hospitals, clinics and other healthcare organizations centrally.

Multiple Organization Contacts

Track purchasing, management and other contacts within the same organization together with the customer.

Invisible Field Visits

Prevent customer visits and field conversations from remaining only in the sales representative's knowledge.

Hard-to-Track Sales Opportunities

Make ongoing potential sales visible by organization and opportunity.

Scattered Quotation Follow-up

Track quotations together with the relevant healthcare organization and sales opportunity.

Customer Knowledge Tied to Individuals

Move previous conversations and sales knowledge beyond the personal memory of individual representatives.

HEALTHCARE ORGANIZATIONS AND CONTACTS

Bring Corporate Customer Relationships into One Place

Manage hospitals, clinics, medical centers and laboratories together with relevant contacts and ongoing sales relationships in centralized customer records.

Manage healthcare organizations within a centralized customer structure
Connect multiple organization contacts with the relevant customer
See conversations, opportunities and next actions on the customer record
Explore Customer Tracking Software
MEDICAL FIELD SALES

Make Field Visits Part of Customer History

Record visits to hospitals, clinics and other healthcare organizations, customer conversations and resulting actions in CRM.

Plan organization visits and customer conversations
Connect field conversations with the relevant organization and contacts
Keep tasks and follow-up actions resulting from visits visible
Explore Field Sales CRM
Field Visits Planned organization meetings
4
09:00 Today
Atlas Hospital visit Purchasing · Product meeting
11:30 Today
Nova Medical Center meeting Sales opportunity · Follow-up
14:00 Today
Mavi Laboratory visit Contact meeting · Field
10:30 Tomorrow
Eksen Clinic meeting Quotation · Follow-up
Organization
Meeting
Opportunity
Quotation
Follow-up
OPPORTUNITY AND QUOTATION MANAGEMENT

Turn Medical Sales Conversations into a Measurable Process

Manage potential sales resulting from healthcare organization conversations as opportunities, then track quotations and next actions within the same commercial process.

Turn potential sales into organization-based opportunities
Connect quotations with the relevant organization and sales opportunity
See which stage each ongoing sales process has reached
Explore Sales Pipeline Software
SHARED CUSTOMER MEMORY

Don't Leave Organization Relationships in a Sales Representative's Memory

Bring visits, phone conversations, sales opportunities, quotations and follow-up actions together in customer history so your team can work with shared customer knowledge.

See previous organization visits and conversations in one place
Evaluate sales opportunity and quotation history together with the customer relationship
Prevent customer knowledge from being lost when teams or representatives change
Explore B2B Sales CRM
Customer Activity History Organization conversations and sales activities
CRM History
Organization visit completed Atlas Hospital · Field meeting
Today
Purchasing contact reached Phone · Sales team
Yesterday
Updated quotation shared Sales opportunity · Quotation
Earlier
New follow-up task created Next action · Sales
Earlier
WHO IS IT FOR?

For Companies Selling B2B to the Healthcare Sector

DinamikCRM can be used by teams that sell to healthcare organizations and want to centralize customer, field, opportunity and quotation follow-up.

Medical Device Companies

Track customer and sales relationships with healthcare organizations centrally.

Medical Supply Companies

Manage corporate customers, contacts and ongoing sales conversations in CRM.

Laboratory Technology Companies

Track B2B sales processes with laboratories and healthcare organizations.

Healthcare Product Companies

Manage customer conversations, sales opportunities and quotation processes in a shared structure.

Medical Field Sales Teams

Share organization visits, conversations and next sales actions across the team.

Medical B2B Sales Teams

Track longer corporate sales processes through opportunities, quotations and tasks.

MEDICAL CRM

Move Medical Sales Tracking Beyond Personal Files

Manage healthcare organizations, contacts, field conversations, sales opportunities and follow-up actions in a shared workspace with DinamikCRM.

FREQUENTLY ASKED QUESTIONS

About Medical CRM Software

What is medical CRM?

Medical CRM is a CRM approach that helps sales teams working with healthcare organizations centrally manage corporate customers, organization contacts, field conversations, sales opportunities, quotations and follow-up actions.

Why should medical companies use CRM?

Medical sales teams may manage multiple healthcare organizations, contacts, field visits and longer sales processes at the same time. CRM helps the team keep this information shared and up to date.

Can hospitals and clinics be tracked as customers in CRM?

Yes. Hospitals, clinics, medical centers, laboratories and other healthcare organizations can be tracked as corporate customers, with relevant contacts and sales activities connected to those customer records.

Can medical field visits be tracked in CRM?

Organization visits and field conversations can be connected to the relevant customer, while resulting tasks and follow-up actions can be planned.

Can medical sales opportunities and quotations be managed in CRM?

Potential sales can be tracked as opportunities, while quotations can be associated with the relevant healthcare organization and sales opportunity.

Is medical CRM an inventory, device or technical service tracking system?

No. In this use case, DinamikCRM focuses on customer relationships, field conversations, sales opportunities, quotations and commercial follow-up processes. Inventory, device records, serial numbers, maintenance and technical service operations can remain in separate systems or processes.

Is medical CRM suitable for field sales teams?

Teams that visit healthcare organizations and manage organization-based sales relationships can use a shared CRM structure to track customer conversations and ongoing sales processes.

Manage Medical Customer and Sales Processes in One Place

Centralize healthcare organizations, contacts, field conversations, sales opportunities and follow-up actions with DinamikCRM.