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Mediserve + Vtiger CRM

  • INDUSTRY
  • Healthcare
  • LOCATION
  • India

TL;DR Summary

  • Company Overview: Since 1988, Mediserve has pioneered Indian medical innovations such as newborn warmers and cochlear implants, with 50,000+ installations across neonatology and ICUs.
  • Challenge: Mediserve faced fragmented tracking of field visits and follow-ups, leading to disorganized data and wasted manual effort.
  • All-in-one Solution: Vtiger's intuitive dashboard and reminders provided a unified platform tailored for the sales team.
  • User Satisfaction: Admins and employees praised its ease of use, which enabled a quick, seamless rollout.
  • Continued Learning and Optimization: Teams now access monthly overviews on a single screen, reducing disorganization and improving follow-ups.

About the company

Since 1988, Mediserve has pioneered India's "Make in India" medical innovations, starting with the first Newborn Care Radiant Heat Warmers and advancing to Bluelight Phototherapy, resuscitation bags, oxygen hoods, fetal monitors, CTG machines, and Cochlear Implants. With over 50,000 installations in neonatology, OT, gynecology, ICUs, and radiology, the company upholds a legacy of integrity and client-focused progress—powered by efficient field sales teams.

The Challenge

Before Vtiger, Mediserve struggled with fragmented tracking of field visits. They couldn't maintain tabulated records of attendance or upcoming follow-up meetings, resulting in disorganized data, missed opportunities, and manual oversight that wasted time.

The Solution

A friend's referral introduced Mediserve to Vtiger CRM. The platform's intuitive design appealed to both admins and employees, offering tools such as a basic dashboard and reminders to centralize field-visit tracking and automate scheduling.

Implementation

Vtiger rolled out seamlessly for Mediserve's sales team only. No complex organization-wide or phase-wise changes were needed—the focus remained on sales modules such as the dashboard and reminders, enabling quick adoption without disrupting other teams.

Outcomes and Benefits

Post-implementation, Mediserve gained a single view of an entire month's work, transforming chaotic tracking into organized, accessible data. This automated manual processes, reduces errors from duplication, and minimizes time spent on oversight. Key benefits included reduced manual tracking, fully organized field visit records, and increased sales team productivity, enabling better follow-ups and overall efficiency.

Conclusion

Mediserve's shift to Vtiger CRM has changed field visit tracking. It ended fragmented manual work. Sales teams now use a single screen dashboard and reminders. This cuts down disorganization. It enables smarter follow-ups. Vtiger proves its worth for medical innovators like Mediserve in India's healthcare market.

TL;DR Summary

  • Company Overview: Since 1988, Mediserve has pioneered Indian medical innovations such as newborn warmers and cochlear implants, with 50,000+ installations across neonatology and ICUs.
  • Challenge: Mediserve faced fragmented tracking of field visits and follow-ups, leading to disorganized data and wasted manual effort.
  • All-in-one Solution: Vtiger's intuitive dashboard and reminders provided a unified platform tailored for the sales team.
  • User Satisfaction: Admins and employees praised its ease of use, which enabled a quick, seamless rollout.
  • Continued Learning and Optimization: Teams now access monthly overviews on a single screen, reducing disorganization and improving follow-ups.

About the company

Since 1988, Mediserve has pioneered India's "Make in India" medical innovations, starting with the first Newborn Care Radiant Heat Warmers and advancing to Bluelight Phototherapy, resuscitation bags, oxygen hoods, fetal monitors, CTG machines, and Cochlear Implants. With over 50,000 installations in neonatology, OT, gynecology, ICUs, and radiology, the company upholds a legacy of integrity and client-focused progress—powered by efficient field sales teams.

The Challenge

Before Vtiger, Mediserve struggled with fragmented tracking of field visits. They couldn't maintain tabulated records of attendance or upcoming follow-up meetings, resulting in disorganized data, missed opportunities, and manual oversight that wasted time.

The Solution

A friend's referral introduced Mediserve to Vtiger CRM. The platform's intuitive design appealed to both admins and employees, offering tools such as a basic dashboard and reminders to centralize field-visit tracking and automate scheduling.

Implementation

Vtiger rolled out seamlessly for Mediserve's sales team only. No complex organization-wide or phase-wise changes were needed—the focus remained on sales modules such as the dashboard and reminders, enabling quick adoption without disrupting other teams.

Outcomes and Benefits

Post-implementation, Mediserve gained a single view of an entire month's work, transforming chaotic tracking into organized, accessible data. This automated manual processes, reduces errors from duplication, and minimizes time spent on oversight. Key benefits included reduced manual tracking, fully organized field visit records, and increased sales team productivity, enabling better follow-ups and overall efficiency.

Conclusion

Mediserve's shift to Vtiger CRM has changed field visit tracking. It ended fragmented manual work. Sales teams now use a single screen dashboard and reminders. This cuts down disorganization. It enables smarter follow-ups. Vtiger proves its worth for medical innovators like Mediserve in India's healthcare market.

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