Case Study: Mobilitec achieves faster sales and improved customer interactions with Oracle CRM On Demand

Mobilitec Improves Processes to Optimize Sales Flow and Customer Interactions

Mobilitec, a Portugal-based company selling orthopedic and hospital equipment and related support services, needed a CRM to manage long, complex sales cycles and to give managers timely, detailed visibility into orders, sales, technical support and staff activities. The company wanted to speed new-business wins, prevent data leakage across processes, streamline sales team scheduling and task management, and improve tracking of recurring technical issues—especially for wheelchairs.

Mobilitec implemented Oracle CRM On Demand, Enterprise Edition (with partner KeyValue) in a one-year rollout that integrated with billing and trained staff on the new workflows. The solution broadened employee access to end-to-end process data, converted email-driven work into task-based calendars, improved reporting and mobility via web/tablet access, and increased transparency in technical support—resulting in faster decision-making, higher productivity, better customer interactions and more efficient sales follow-through.

Mobilitec

Manuela Gonçalves

Financial and Operational Department Director