REC-002 · Medical devices · United States
Surgiform
A complete prospecting engine for an established medical company.
Surgiform supplies devices to US surgical practices. The company was solid, marketing wasn't keeping up: we built its prospecting and targeting tool, end to end.
“[Quote from Surgiform, with their written consent.]”
Their CRM, screen by screen.
01
Command Center
The whole funnel, from identified practice to loyal customer, and today's decisions.
Management finally sees where each practice stands, and what to decide today.
02
Emails
AI drafts the emails, they wait for a click: nothing goes out without approval.
Personalized emails for every practice, without writing them one by one.
03
Pipeline
1,446 practices tracked stage by stage, with drag and drop.
No practice lost in a spreadsheet: each one has its next step.
04
Practices
Every practice, its specialty, its score and its last action.
The team knows who to call first: the best practices rise to the top.
05
Call session
One practice at a time: who to call, what to say, the next step ready.
Better-prepared calls, and nothing to type afterwards.
06
Samples
Kits shipped, practice feedback, and a reply to every objection.
Every sample shipped is tracked all the way to the order.
07
State map
Where to focus, state by state.
Sales effort goes where it pays off most.
08
Radar
The laws and market news that matter, sorted by state.
No more manual watch: what matters comes in on its own.
09
Insights
Which practices convert best, with the numbers.
Bet on the practices that sign, not on luck.
10
Budget
What kits and outreach cost, against the orders they bring in.
The team finally knows what each new customer costs.
11
Settings
The team, email sending, pipeline rules and forms, all in one place.
The tool adapts to the team, not the other way around.
Your business deserves the same.
I want the same for my business