How CRM Benefits Medical Manufacturing

Customer Journey Tracking
Business Process Management
Multi-lingual Support
Multi-currency Translation
Highly Secure
Cloud Solutions
Structured Support
Defect Tracking

The Challenges of Medical Manufacturing

Regulations & Compliance

Automated processes and customer journey tracking can ensure the same process is being followed consistently throughout your organization. This reduces compliance issues and ensures regulations are being met.

Product Quality

In the medical industry, product quality is life or death. Customer service modules are designed to track issues and find defects quickly, reducing the effects of any product quality issues.


When a product is determined to be defective, software can help track devices and determine the replacement quickly. It also ensures that no defective devices are left operating in the field.

Transition to Value-Based Pricing

The initial cost of the product offering has skyrocketed. The market price cannot be tied to cost, but rather to value. CRM features like competitive product analysis and advanced forecasting can determine demand and establish a value-based price.

Localization of Medical Devices

Every country has its own regulations around medical devices. CRM can help manage the different regulations as they affect sales and service. BPM can ensure local standards are being met.


Government regulations ensure the privacy of personal medical information. CRM has advanced security to help protect any patient related data.

Medical Manufacturing Case Study

Prior to their implementation of SugarCRM, LabSource had their data spread across 4 different databases. Each subsidiary’s sales team maintained their own records and often sold over each other, which put the relationships they had with their client base at risk. After reviewing their current situation, Technology Advisors recommended the solution, which they then used to house all the data formally spread across their disparate systems.

Read the Case Study

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What Customers Say About Us

Technology Advisors immerse themselves into your project. They go beyond to understand your current systems and what you are trying to achieve. They have extensive knowledge and experience, which they bring to each project.
Montelle DuChane, Haynes International, Inc.
Technology Advisors has helped us to transform our data from one CRM to another without any interruption. They have helped us every step of the way to successfully integrate to fit our business needs.
Brianna Sibley, Burrus Seed
I have worked with TAI for over 15 yrs. with my past two organizations and look forward to continuing our relationship for many years to come. Working with TAI has proven to be a one stop shop for my organization from all phases of CRM support and technology review to quality and cost analysis and product review. This has ensured we have had the latest technology at a fair price for our organization with amazing support from TAI.
Linda Stanko, Recept Pharmacy
We have been working with Technology Advisors since 2013 and we will continue this great relationship. Their knowledge of CRM is second to none and together we are able to tackle many difficult software integrations to shape it to best fit our needs.
Jean-Paul Lupori, Captive Resources, LLC
One of the things that stood out from the start was the transparency and the helpfulness of being able to guide us along the paths that were the best for us. Technology Advisors always did their best to make sure that we are on the same page with all the new ideas and initiatives that we come up with.
Tim Ryan, Hershey's Ice Cream
Throughout the past 4 years, TAI has not only become an extension of our team, but a crucial asset. We truly appreciate their attention to detail & their ability to bring our out-of-the-box CRM needs to fruition.
Tara Cowling, AEM
We’ve been working with Technology Advisors for over 3 years. With their guidance, we’ve been able to innovate and create business processes that enable us to be more efficient with our time and money.
Dan Johnson, BASYS
We have partnered with Technology Advisors for the past six years and consider them an essential part of our team. From complicated migrations between CRMs to custom development to marketing automation support, they consistently deliver nothing short of the highest standard work product and remain caring and communicative throughout. We couldn't ask for more from TAI!
Tanja LeMotte, Corvus Holdings, LLC

A Few of Our Medical Manufacturing Customers

lsi solutions
wisconsin pharmcal
ohio medical