01
One connected process for sample requests, opportunities and quotations
For API and CDMO manufacturers, commercial operations often involve more than a standard sales inquiry.
Teams need to manage product requirements, sample requests, approvals, pricing and quotations across different departments.
An API and CDMO manufacturer was managing many of these activities manually.
Megnity helped bring the process together using Salesforce Sales Cloud.
02
The challenge
The business handled inquiries from multiple channels, but lacked a connected process for managing them.
Challenges included:
- 01Leads arriving through email, websites and manual entry without centralized tracking.
- 02Sample requests and approvals handled manually.
- 03Limited control over opportunity and pricing approvals.
- 04Quotations created and revised through manual processes.
These gaps made it difficult to maintain visibility and consistency across the commercial lifecycle.
03
What Megnity delivered
Megnity implemented a connected lead-to-quote process using Salesforce Sales Cloud.
The solution included:
- Lead capture through web, email and manual channels.
- Product and request-type classification.
- Separate workflows for sample and commercial opportunities.
- Sample request and docket tracking.
- Structured opportunity approvals and record locking.
- Version-controlled quotations, Incoterms and proforma invoices.
- Outlook integration, dashboards, access controls and audit trails.
- Sales Cloud
- Outlook integration
04 · Outcome
The outcome
The manufacturer gained a common process for managing sample and commercial sales requests.
Automation reduced manual activities, while standardized approvals and pricing controls improved consistency.
Real-time dashboards also gave teams better visibility into opportunities and the commercial pipeline.
