Connect sales, service and customer experience

MedTech companies across diagnostic equipment, surgical devices, implantables and wearables need to connect complex products with the people who sell, service and support them.

When information is spread across different systems, even simple customer interactions can become harder to manage.

Megnity helps bring Salesforce, data and AI together so teams have better information and customers get a more connected experience.

Talk to our Life Sciences team Explore the customer view

Customer view

Give teams a clearer view of the customer

Sales, service and support teams often need information from several systems before they can understand what is happening with an account.

We help bring customer, product and interaction data together so teams can work with better context.

That means less time looking for information and more time acting on it.

  • Customer data
  • Product data
  • Interaction data

One customer view

Customer, product and interaction data in one place.

One connected view, less hunting across systems

Field teams

Help field teams work with better information

Field teams need more than a list of accounts and activities.

They need to understand the customer, previous interactions, open opportunities, service needs and what requires attention.

We help organize this information around the way field teams work so they can prepare better and spend more time with customers.

Explore B2B and B2C Sales

Field record

  1. 01 The customer
  2. 02 Previous interactions
  3. 03 Open opportunities
  4. 04 Service needs
  5. 05 What requires attention

One record, organized around how field teams work

Sales + service

Connect sales and service

A customer doesn’t see separate sales and service systems. They see one company.

We help connect customer information, sales activity and service processes so teams have a more complete view of the relationship.

When something changes, the right people can see it without relying on manual updates between teams.

  • Sales

    • Sales activity
    • Opportunities
    • Customer information

  • Service

    • Service processes
    • Case history
    • Customer information

One customer — the right people see a change without manual updates

Product and inventory

Bring product and inventory information closer to the customer

For MedTech companies, the customer conversation can depend on product availability, inventory, orders and other operational information.

We help connect these systems and data with customer-facing processes so teams can make decisions with better information.

  • Product availability
  • Inventory
  • Orders
  • Operational information

Customer conversation

Operational information where the customer-facing work happens.

Better information behind every customer decision

Service

Make service easier to manage

Service can continue long after a product is sold.

We help connect service requests, customer information, products and case history so support teams can understand the issue and respond with the right context.

Automation and AI can also help with repetitive tasks such as classification, routing and finding relevant information.

Explore Salesforce Service

Service case

  1. 01 Service requests
  2. 02 Customer information
  3. 03 Products
  4. 04 Case history

Automation

  • Classification
  • Routing
  • Finding relevant information

The team keeps the case; automation takes the repetition

Data foundation

Build a stronger data foundation

Customer, product, sales, service and operational data often live in different places.

We help bring that data together using Salesforce, Data 360, Databricks and other enterprise systems.

This creates a stronger foundation for reporting, analytics and AI without adding another disconnected source of information.

Explore data and analytics
Reporting · Analytics · AI
Salesforce
Data 360
Databricks
Other enterprise systems

AI, applied

Use AI where it makes the work easier

Not every process needs AI.

We focus on tasks where it can reduce repetitive work, organize large amounts of information or help teams find what they need faster.

That can include customer inquiries, service requests, document review, knowledge search and other information-heavy processes.

Human oversight and clear business rules remain part of the workflow.

Explore AI and agents
Human oversight · Business rules
Customer inquiries
Service requests
Document review
Knowledge search

Controls

Built with the right controls

MedTech organizations operate in environments where data quality, traceability, security and compliance matter.

We treat those requirements as part of how solutions are designed, integrated and delivered.

The goal is to help teams move faster without losing the controls the business depends on.

Explore validated delivery

Controls frame

  • Data quality
  • Traceability
  • Security
  • Compliance

Move faster without losing the controls

Platforms

Technology that supports the business

Our MedTech work can bring together these platforms.

The technology depends on the problem we’re solving, not the other way around.

Explore our platforms
  • Life Sciences
  • Sales Cloud, Service and Marketing
  • Data 360
  • Databricks
  • Claude
  • Tableau
  • MuleSoft

Contact

Have a MedTech process that needs to work better?

Tell us where your teams are losing time, information or visibility. We’ll help you understand what can be simplified, connected or improved.

Talk to our Life Sciences team