The Cetas health care sales process was in an Excel worksheet, and managing the sales pipeline and compliance was a big issue. The management of Account and Prospect was also critical on the excel sheet. The team was facing challenge in following up with leads and prospects. The management was also not able to track which prospects that have been contacted this week and what the discussion they had.

To overcome the challenges of Cetas health care sales process, we have recommended Zoho CRM. So that they can manage leads and prospects on the system.

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The solution was set based on the business process. Timely followups have been configured for all the leads. These followups visibility was also provided to the management. A scoring metrics for qualifying the leads was also configured basis which automatic update of the lead status which automatically inform the lead owner convert the lead A scoring metrics of prospects also defined for the reengagement with the clients.

Cetas Health Care is the world’s largest and only agency offering integrated customer insights, competitive intelligence, and clinical and regulatory consulting services. They help medical device, diagnostics, and digital healthcare companies tackle significant challenges and make critical decisions. With a team of over 100 full-time professionals across six locations in the US, Europe, and Asia, their leadership team collectively has over 150 years of experience in medical devices, market research, clinical, regulatory, and quality assurance. Remarkably, 15 of the top 20 global medical device companies trust them, having delivered over 500 consulting projects in more than 75 countries. Their 100% client retention rate speaks volumes about their dedication to excellence, collaborative approach, and deep domain expertise.