Customer stories

Real challenges.
Connected solutions.

See how Life Sciences companies are using Salesforce, data and AI to improve the way their teams work.

Explore customer stories across pharma, MedTech, diagnostics, animal health, API and CDMO manufacturing.

The stories

What the team needed,
and what changed

01Story

Contract and tender management across European markets

An animal health diagnostics business needed better control over contract pricing, tenders, approvals and margins.

  • Animal health diagnostics
  • Sales Cloud
  • Salesforce CPQ
  • SAP
  • DocuSign

Megnity connected contracting workflows and supporting systems across five European markets, bringing greater visibility and control to the process.

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02Story

A connected field service operation

A global diagnostics and MedTech provider needed a better way to manage its mobile workforce and connect service information.

  • Diagnostics and MedTech
  • Service Cloud
  • Salesforce Field Service

Megnity implemented Service Cloud and Field Service to bring service and patient data together, improve coordination and support faster responses.

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03Story

Rebuilding lead management on Salesforce

Different lead definitions and manual spreadsheet processes made it difficult for sales and marketing teams to manage prospects consistently.

  • Pharma commercial services
  • Sales Cloud

Megnity introduced a common lead management process with lead scoring, automated assignment and web-to-lead integration.

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04Story

Turning sales conversations into useful insights

Important information from customer meetings was difficult to access and often remained outside Salesforce.

  • Pharmaceuticals
  • Sales Cloud
  • Einstein Conversation Insights
  • Zoom
  • Microsoft Teams

Megnity connected Zoom and Microsoft Teams recordings and transcripts with Salesforce, using AI to summarize discussions and support follow-ups.

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05Story

A more connected lead-to-quote process

A pharmaceutical company needed a more structured way to manage its commercial process from initial inquiry to quotation.

  • Pharmaceuticals
  • Salesforce Life Sciences Cloud
  • Einstein AI
  • Outlook integration

Megnity helped connect the information and workflows involved in lead-to-quote activities.

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06Story

Connecting lead-to-quote operations for API and CDMO sales

Managing customer inquiries, proposals and quotes across teams can make commercial operations difficult to coordinate.

  • API and CDMO manufacturing
  • Sales Cloud
  • Outlook integration

Megnity helped an API and CDMO manufacturer bring these activities into a connected Salesforce process.

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07Story

Bringing global sales operations together

A global manufacturer needed a more connected approach to commercial information and sales activities across regulated markets.

  • API, CDMO and specialty chemicals
  • Sales Cloud
  • Outlook integration

Megnity helped bring sales workflows and information together in Salesforce.

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08Story

Moving from manual inquiries to controlled sales processes

Manual inquiry handling made it difficult to maintain consistency and visibility across commercial activities.

  • API manufacturing
  • Sales Cloud

Megnity helped an API manufacturer introduce a more structured and controlled Salesforce sales process.

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