Case Study: PENTAX Medical achieves centralized customer management and same-day quoting with Velosio’s Dynamics 365 solution

Pentax Medical - Customer Case Study

PENTAX Medical, a division of the Hoya Group and global provider of endoscopic products, needed a secure, compliant CRM to track sales pipelines, opportunities, accounting and generate quotes while meeting strict medical device regulations and integrating calendars, email and SharePoint. They engaged Velosio to deliver a Microsoft-based solution—Microsoft Dynamics 365 for Sales integrated with SAP R3 and QlikView—to support 250+ sales, marketing and sales support users.

Velosio implemented Dynamics 365 for Sales with SAP R3 integration, CRM dashboards and QlikView-driven analytics, enabling reps to access consolidated customer records, generate quotes directly from CRM and deliver them the same day, and use live data for improved forecasting and trend tracking. The result: faster same-day quotes, streamlined workflows and reporting, more precise decision making, and a trusted long-term relationship with Velosio.

PENTAX Medical