01
Bringing customer information, sales processes and approvals together
A pharmaceutical company was managing leads, opportunities and quotations through disconnected processes.
Manual data entry, scattered information and complex approval requirements made it difficult for teams to work efficiently.
Megnity implemented a connected lead-to-quote solution using Salesforce Life Sciences Cloud.
02
The challenge
The company's commercial teams faced several operational challenges:
- 01Leads were entered manually and customer information was spread across systems.
- 02Lead acknowledgment and follow-up were slow.
- 03Quote approvals varied depending on product and pricing requirements.
- 04Sales leaders lacked centralized dashboards.
- 05Email and calendar activities were disconnected from CRM.
- 06Inconsistent approval processes created compliance and audit concerns.
03
What Megnity delivered
Megnity implemented a Salesforce-based commercial process covering lead capture through quotation.
The solution included:
- Lead capture from multiple channels with automated assignment and escalation.
- Opportunity management with probability scoring and product-level tracking.
- Automated quote approvals based on pricing requirements.
- Standardized quotation templates.
- Einstein AI capabilities and Outlook integration.
- Dashboards for sales and pipeline visibility.
- Salesforce Life Sciences Cloud
- Einstein AI
- Outlook integration
04 · Outcome
The expected business value
The connected solution was designed to help teams respond to leads faster, manage quote approvals more consistently and improve visibility into sales activities.
Automated approval workflows and audit trails also support greater control over pricing decisions.
Integration with Outlook helps bring everyday communication and CRM activities together.
