PRECISION FIELD MANAGEMENT FOR MEDICAL & SURGICAL EQUIPMENT

Advanced CRM & SFA Software for Medical & Surgical Equipment Companies

The medical and surgical equipment industry demands far more than a generic sales app. Your field reps navigate complex hospital hierarchies, manage consignment instruments, coordinate product demos with surgeons, and track multi-stakeholder purchase decisions — all simultaneously. Grahaak's CRM and SFA platform is purpose-built to handle every layer of this complexity.

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Hospital Coverage

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KOL Management

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Demo & Consignment Tracking

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Compliance Reporting

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Medical Equipment Challenges — Solved

Grahaak's CRM + SFA eliminates the specific bottlenecks that hold medtech field teams back from scaling.

⚠ No visibility into which hospitals or doctors are being visited — or skipped
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✅ GPS-verified SFA check-ins with hospital-level visit logs and territory coverage dashboards
⚠ Demo equipment placed at hospitals with no structured follow-up or outcome tracking
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✅ CRM demo pipeline tracks each placement with decision date, stakeholder feedback, and conversion status
⚠ Purchase decisions involve surgeons, purchase managers, and biomedical heads — all uncoordinated
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✅ CRM multi-contact hospital mapping logs activities separately for every stakeholder in the buying committee
⚠ No record of product presentations, e-detailing sessions, or clinical demonstrations
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✅ CRM activity logs capture every interaction — presentation, e-detail, CME event, and follow-up — with outcomes

CRM Module Features

Purpose-built CRM tools to manage every relationship in the complex medtech buying chain.

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KOL

Key Opinion Leader Management

Map and track surgeons, department heads, and clinical decision-makers. Log every meeting, product presentation, and e-detailing session with outcome notes and next-step scheduling.

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HSP

Hospital Account & Contact Mapping

Maintain complete hospital profiles with all contacts — purchase managers, biomedical heads, and clinical staff. Track every stakeholder interaction in one place.

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DMP

Demo & Trial Pipeline

Track every equipment demo or trial placement from setup to decision. Set expected close dates, record surgeon feedback, and monitor conversion rate from demo to purchase order.

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PIP

Sales Pipeline & Opportunity Tracker

Visual stage-wise pipeline for every active deal — new prospect to closed order. Set value, expected closure date, and next action for each opportunity across your entire territory.

SFA Module Features

Field force automation tools built for the unique visit patterns and workflows of medtech sales teams.

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BPL

Hospital & Clinic Beat Planning

Digital beat plans covering hospitals, nursing homes, diagnostic centres, and clinics. GPS-verified check-ins with mandatory call notes ensure every planned visit is completed and reported.

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CSG

Consignment Stock Tracking

Log consignment placements, record usage per surgical procedure. Reconcile stock at every hospital site without spreadsheets or calls.

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EXP

Expense & Tour Plan Management

Field reps submit tour programmes and expense claims digitally. Managers approve or reject with comments. All travel, lodging, and event spends are tracked with receipt-level proof.

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ANA

Territory & Product Analytics

Real-time dashboards for sales by product category, hospital segment, and territory. Track rep productivity, demo-to-order conversion rates, and outlet coverage — all in one view.

Results Medtech Companies Achieve with Grahaak

Outcomes from medical equipment companies that deployed Grahaak CRM + SFA across their field teams.

28%
Higher Hospital Coverage
40%
Demo-to-Order Conversion
95%
Consignment Reconciled
3×
Pipeline Visibility

Medical & Surgical Segments We Serve

Grahaak CRM + SFA is configured for the distinct sales cycles of every medtech sub-sector.

✔ Surgical Instruments & Implants ✔ Diagnostic & Imaging Equipment ✔ Patient Monitoring Systems ✔ Orthopaedic & Spine Implants ✔ Cardiac & Vascular Devices ✔ Ophthalmic Instruments & IOLs ✔ Endoscopy & Laparoscopy Equipment ✔ Dental Equipment & Consumables ✔ Hospital Furniture & Infrastructure ✔ Disposables & Single-Use Devices ✔ Laboratory & Pathology Equipment ✔ Rehabilitation & Physiotherapy Devices

Medical & Surgical Equipment FAQ

Answers about multi-stakeholder buying, consignment tracking, demo management & more.

Q: How does Grahaak CRM handle the multi-stakeholder hospital buying process? +
Each hospital account in Grahaak CRM can have unlimited contacts mapped by role — surgeon, purchase manager, biomedical engineer, clinical head. Every meeting, presentation, or call is logged against the specific contact. Managers get a consolidated view of buying committee engagement across all key accounts, so no stakeholder relationship goes unmanaged.
Q: Can the SFA module track consignment stock placed at hospital sites? +
Yes. Grahaak SFA's consignment module lets field reps log instrument placements, record usage at the procedure level, and trigger replenishment requests from the field app. Stock reconciliation across multiple hospital sites is automatic — no spreadsheet tracking or phone calls required.
Q: Does Grahaak CRM support demo tracking for capital equipment? +
Absolutely. Grahaak's demo pipeline in the CRM tracks every equipment demo or trial placement — the hospital, the surgeon, the date placed, expected decision date, feedback captured, and the final outcome. This converts a previously informal follow-up process into a structured, measurable pipeline stage.
Q: Can Grahaak handle both capital equipment sales and service AMC in the same platform? +
Yes. Grahaak manages long-cycle capital equipment sales through the CRM pipeline — with demo tracking, multi-stakeholder mapping, and quotation approvals — while the SFA module handles repeat service calls, AMC scheduling, and installation visits. Both workflows share the same account and contact database, so nothing falls between the gaps.
Q: Is Grahaak suitable for a regional medtech distributor with a small team? +
Yes. Grahaak is used by regional medtech distributors with 8–15 reps and national manufacturers with 500+ field staff. The CRM + SFA combination scales to your team size, and pricing is designed to be accessible at every growth stage — no enterprise contract or lengthy onboarding required.

Transform Your Medtech Field Force

Schedule a free demo with our medical equipment industry specialist and see Grahaak CRM + SFA in action.

BOOK DEMO → Call +91-9511117684