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FreeAgent for Healthcare Part 1: Simplifying Sales in the Medical Device and Technology Market

FreeAgent CRM is an enterprise software platform helping companies in the medical device manufacture and medical technology space succeed.

FreeAgent powers life sciences

FreeAgent CRM is an enterprise software platform that is helping organizations in the medical device manufacture and technology space succeed with top-of-field marketing, sales, and project management tools.

FreeAgent can help you:

  • Align communications
  • Centralize and secure data
  • Gather and analyze metrics
  • Collaborate more effectively
  • Simplify approval procedures
  • Streamline operational processes

FreeAgent is also modern, adaptable, and easy-to-use — making it an ideal fit for any company operating in the healthcare space.

In this article we will take a  look at some real-world examples of companies using FreeAgent CRM to manage their day-to-operations and help bring their products to market.

FreeAgent is HIPAA compliant

FreeAgent CRM is HIPPA compliant, ensuring that the highest standard of care is utilized to protect sensitive patient information.

To learn more about HIPAA compliance and CRM, check out our HIPAA Compliant CRM Software Guide.

FreeAgent CRM HIPAA compliance software

Visibility and accessibility help Stratus Medical move from trials to market, faster

For the more than 50 million Americans suffering from chronic pain, relief is an urgent matter. No one knows this more than the team at Stratus Medical.

Their innovations in RF technology have shown amazing results and are improving the quality of life for chronic pain sufferers across the U.S. and beyond.

Yet, like all medical device technology manufacturers, getting their product into the hands of the physicians was a lengthy and complicated process.

In order to help facilitate this, the team at Stratus Medical set out to find something that could help them move through the various stages of clinical trials and approvals faster and more efficiently.

Their search led them to FreeAgent CRM.

Doctor draws statistics of disease on white board

“Our staff is empowered to serve our customers efficiently, without having to make internal calls searching for information.”

   – Will Pankey | Director of Sales, US | Stratus Medical 

Insight-driven process optimization

For Stratus Medical, the first challenge with getting their product to market was getting into the hands of as many physicians and practitioners as they could in order to prove it’s efficacy.

Their team was quite successful at this right from the start, and that success led to a new challenge— managing and supporting these new partners and patients.

Stratus Medical needed to grow their team quickly in order to meet the increased demand while at the same time taking steps to maintain the same level of care that got them to where they were.

This meant that they needed to establish a set of scalable and repeatable best practices that could be taught out quickly. That is where FreeAgent CRM came in.

FreeAgent not only had the tools to help them automate much of their daily task load, but the platform also provided in-depth visibility into the activity of the Stratus Medical team.

This allowed Stratus Medical to see in detail what made their top performers so successful. This information was vital in establishing the guidelines they would use to train out new hires and create codified processes that their whole team could follow.

Very quickly Stratus Medical was able to reduce their cycle-time from months to days and cut the onboarding time of new hires in half.

“With our gained visibility into staff interactions with customers, we were able to not only optimize our sales process but also take advantage of insights to deliver a consistent message across our market.”

Read the full Stratus Medical + FreeAgent Customer Story:

Automation and integration lead to sales process optimization for Human API

When HumanAPI began acting upon its mission to empower people through open access to their own health data, they found that some of the biggest challenges they faced were born from demand.

There was a genuine need for their services and as word got out about what their technology could do, prospective leads started pouring in.

As a company founded by healthcare experts, they were well versed in how to navigate the complexities of that space and they knew that managing their sales cycle was going to require skilled people and the right tools.

While the team at Human API had the people in place, the right tools were something they were going to have to find.

The team at Human API sought out a solution that would optimize the skill set of their team while minimizing the administrative workload.

They found that solution in FreeAgent CRM.

Male doctor sitting at table with tablet computer in hospital office. Medical healthcare staff and doctor service.

Step one, centralize communication and drive efficiency

FreeAgent provided a centralized hub that the entire Human API team could work from by integrating with the other software tools they used everyday.

Emails and calls could be made right from within the platform so customer communications were captured and updated in real-time.

Not only did this reduce distractions and complexity, it also eliminated the redundancy of data entry that can sap so many hours away from a salesperson’s day.

“FreeAgent’s workflow features combined with robust integrations support has allowed our small team to set up many different automation workflows that have saved us a ton of time.”

   – Andrei Pop | CEO | HumanAPI 

Step two, multiply lead-opportunity conversion

FreeAgent was able to help Human API automate their lead follow-up response process. Now, as soon as a lead came in, a task was assigned to one of Human API’s reps.

The rep could use an email template to issue a quick response or reach out immediately to begin nurturing the lead and building a relationship.

This optimization saw Human API increase their lead conversion rate by more than 50% within weeks.

Customized configuration allows ImaginAb to manage the unconventional sales cycle of clinical trials

When it comes to navigating the complex landscape of healthcare trials and approvals, out-of-the-box technology solutions are of little use. The team at ImaginAb discovered this first hand during their search for a CRM.

The process of getting their technology into the hands of the doctors who could put it to use and help prove its efficacy was not unlike the sales cycle of any company trying to get their products into the hands of distributors.

They needed to build market awareness, nurture leads, manage customer relationships, centralize data, and foster collaboration.

The challenge they faced was a sales cycle that was much longer than that of virtually any other industry and a customer base that was far more complex.

These factors meant that the tools that worked for many businesses in the manufacturing space would not work for ImaginAb.

Fortunately, they found FreeAgent CRM.

Centralized data accessible from anywhere

The first step for the ImaginAb team was getting all of their customer data ordered in a way that made it accessible.

Companies within the healthcare industry can be large and multifaceted. One company may in fact represent a dozen different customers who all operate independently of one another.

Organizing these customers and managing them as separate yet connected interests requires unique strategies and tools.

What’s more, these tools need to be agile and dynamic because the needs of ImaginAb and their customers will change as they move through the various phases of the medical trials and approvals process.

With FreeAgent, this level of control and flexibility is not only possible, it’s user-configurable.

The team at ImaginAb can create custom fields, forms, and apps as needed, and they can change and adapt those components quickly and easily, without the need for 3rd party engineers or outside implementation teams.

“A lot of solutions out there are primarily geared for basic transactional sales. Finding a CRM that could satisfy the needs of our unique sales cycle was very challenging until we found FreeAgent.”

   – Calmen Tihansky | Business Development | ImaginAb

Tools That Encourage Adoption

Next, ImaginAb needed the get the whole team on board. The companies that work with ImaginAb are too large and diverse to be handled by a single rep.

That means coordination and collaboration are essential to ensuring a smooth and consistent customer experience.

Having the whole team on the same page, using the same tools is a must. With FreeAgent, this was no problem at all.

The FreeAgent user interface is modern and intuitive, making it easy to learn and utilize. In fact, with FreeAgent, not only was the existing team able to get up to speed quickly, new team members were able to be onboarded in much less time.

The ease-of-use, coupled with improved work processes has led to a 100% adoption rate by the ImaginAb team.

“Our salespeople now communicate with more customers per day than was possible before and onboarding reps are able to do their jobs a whole month quicker because of FreeAgent. Our sales leader has seen huge improvements and been able to drive much more efficiency in the sales process.”

Read the full ImaginAb + FreeAgent Customer Story:

ImaginAb multiplies sales activities / per day with FreeAgent CRM

“With FreeAgent, each sales rep can manage more customer accounts and opportunities, and manage them well. We have much higher sales-driving activities than was possible before. Rep onboarding is a whole 30 days quicker due to FreeAgent. Our sales leader has seen huge improvements and been able to drive much more efficiency in the sales process.”

Read Story

FreeAgent CRM is the best CRM for the medical device and technology market

In business, just as in healthcare, the right tools are essential to success. For medical device manufacturers and healthcare technology companies, this is doubly true.

Modern CRM platforms that employ cutting-edge automation and workflow tools are no longer the luxuries of the industry giants, they are essential to any business looking to succeed in this highly competitive space.

FreeAgent understands the unique challenges that these companies face and they have the experience and know-how to help turn these challenges into opportunities.

All too often, an amazing product capable of helping countless people in need is bogged down in the complex maze of trials and approvals that make the healthcare industry so challenging.

Having the toolset that the FreeAgent CRM platform provides— a toolset that is dynamic and agile, and one that can be user-configured quickly and easily— can help overcome many of these obstacles while providing the edge these companies need to not only succeed but to thrive.

To see FreeAgent in action, get a demo, and discover for yourself how we are leading the way to a better workday.

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