01
Connecting commercial activities across regulated markets
A global manufacturer serving API, CDMO and specialty chemical markets needed a better way to manage its sales operations.
Its commercial processes involved long sales cycles, regulatory requirements, sample requests and customer engagement across multiple markets.
But important information was spread across email, spreadsheets and disconnected workflows.
Megnity helped bring these activities into Salesforce.
02
The challenge
The company faced several challenges in managing its global commercial operations:
- 01Leads were tracked through email and spreadsheets.
- 02Sample requests, approvals and dispatch lacked a central process.
- 03Opportunity and pricing processes were inconsistent.
- 04Customer meetings and follow-ups were not captured in a shared system.
- 05Duplicate records and limited auditability affected data quality and control.
03
What Megnity delivered
Megnity implemented a connected sales solution using Salesforce Sales Cloud.
The work included:
- Lead capture, qualification, assignment and conversion.
- Sample request tracking and approvals.
- Opportunity and quotation management.
- Regulatory tracking and pricing governance.
- Version-controlled quotations.
- Outlook integration for email, calendar, meetings and tasks.
- Dashboards, role-based access, audit trails, single sign-on and multi-factor authentication.
- Sales Cloud
- Outlook integration
04 · Outcome
The outcome
The company gained better visibility and control across the lead-to-quote lifecycle.
Standard processes and automated workflows reduced manual effort and supported more consistent forecasting.
Improved access controls and audit trails also strengthened governance across commercial operations.
