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MediPak™ for Microsoft Dynamics™ CRM

The Customer Relationship Management system for healthcare companies

The catch with Dynamics CRM

Microsoft Dynamics Customer Relationship Management (CRM) is a powerful, flexible, and robust package which makes it a very attractive CRM choice. However, the effort required to customise Dynamics CRM to your particular business needs can be significant.

Raw Dynamics CRM is wonderful blank canvas on which to build - the catch is that it can be time-consuming, expensive, and risky to develop a solution from scratch.

Put Dynamics CRM to work in your business - fast

MediPak is a suite of Dynamics CRM customisations which transforms Dynamics CRM into a fully functional, ready-to-use CRM solution for the healthcare sector.

MediPak converts Dynamics CRM from a blank platform to a fully functional CRM system ready for immediate use.

The benefits of MediPak

No need to start CRM from scratch - start from what works for other heathcare companies.

MediPak streamlines core healthcare business functions such as enquiry handling, order processing, product traceability, and international shipping helping you improve customer service and reduce costs.

Short circuit normal CRM deployment times - with MediPak you can implement a sophisticated CRM solution in days.

MediPak customisations are regular Dynamics CRM components that you can develop and enhance as your business needs evolve.

We can help all the way

We can help you prepare your business for Dynamics CRM and MediPak, implement the solution, and provide ongoing support.

4 Download the MediPak Information Sheet (PDF)

4 See how MediPak streamlines order processing (PDF)

 

For more information about MediPak please call 01780 766644.

MediPak™ key features

Enquiry tracking ensures all enquires are catured in a consistent way, assigned to a named user, and dealt with in a timely manner; also enquiry data is available for analysis.

Order processing saves time by streamlining order handling from receipt through to invoice, fulfilment, and payment in within CRM; also users can quickly find a customer's entire order and invoice history.

Automated accounts connector keeps invoice and payment data synchronised between CRM and accounts systems - invoicing is done in CRM; credit control is done in accounts.  

eCommerce integration captures orders from web store order confirmations and instantly converts into CRM order avoiding manual rekeying.

International shipping integration means commerical invoices are prepared directly from CRM, shipping requests are generated automatically without rekeying, and shipments can be tracked from CRM.

Bar-code order fulfilment eliminates packing errors so customers receive correct products; also captures lot data of each item packed and stores with the order in CRM for complete product traceability.

Data migration tools allow you migrate historic customer, order, and invoice data from accounts to CRM to ensure a complete record of all customer activity is available in one system.

MediPak for Dynamics CRM schematic

MediPak for Dynamics CRM - the turnkey CRM Solution for healthcare

 

 

Dynamics CRM to QuickBooks connector screenshot

QuickBooks Connector showing activity log
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