From Online Shop to Smart Sales Platform – The Gamechanger for Proactive Customer Engagement in Healthcare

A simple online shop is no longer enough to succeed in today’s demanding healthcare market. Digital sales in the MedTech and pharmaceutical sectors require industry-specific solutions that go far beyond basic order processing – solutions that actively support sales and strengthen customer relationships. This is where med-sales comes in – and it’s changing the game.

More than E-Commerce: Proactive Customer Engagement Through Intelligent integration

Traditional online shops passively wait for customers. med-sales takes a decisive step further by combining e-commerce functionality with CRM, ERP and AI capabilities – creating a dynamic, data-driven sales ecosystem tailored to MedTech, pharma, and wholesalers.

med-sales is an out-of-the-box solution designed specifically for the healthcare sector. Thanks to its dedicated REST API and preconfigured ERP connectors, the platform integrates seamlessly into existing IT environments – whether SAP, Microsoft Dynamics or specialised ERP systems.

Real-time data synchronisation reduces manual workload, eliminates errors and ensures maximum process reliability. Projects go live within a matter of weeks – and many customers see ROI in as little as 6 to 12 months, thanks to higher conversion rates, reduced process costs, and significantly improved customer retention.

Industry-Specific Features That Standard Shops Can’t Offer

med-sales is much more than a conventional shop system. It’s a complete B2B platform tailored to the needs of MedTech and pharma companies, offering capabilities that generic solutions simply don’t provide.

Intelligent Product Finders & Configurators

Complex medical products often require guidance. The product finder helps users quickly locate the right solution, while real-time configurators visualise product variations and calculate prices on the spot. This reduces order errors, boosts satisfaction, and lowers support costs. Integrated service tools route product enquiries and qualified leads directly into the CRM (e.g., HubSpot).

Approval & Ordering Workflows

Built-in approval workflows ensure that purchasing requests are automatically routed to authorised personnel. Clearly defined processes and automated email notifications keep everyone informed – enhancing security and compliance.

Easy International Expansion

med-sales supports multi-country operations via a single platform. Each shop instance handles its own languages, currencies, taxes, and regulations, while centralised administration maximises efficiency. White-label options enable region-specific branding, and integrated payment providers – from credit cards to B2B options like Mondu and Mollie – help boost conversion rates. The result: less complexity, lower costs, and faster market entry.

Marketplace Functionality for Channel Partners

Manufacturers can involve local distributors directly in the sales process. Geolocation automatically shows customers the appropriate dealer – ensuring quick delivery, local support, and service. Meanwhile, manufacturers retain full control over pricing, product range and branding, while orders are automatically passed on to partners – with zero manual effort.

Smarter Customer Engagement with AI-Powered Recommendation Engines

By linking recommendation engines with ERP and CRM systems, med-sales transforms a traditional shop into an active sales platform. Customer needs are detected automatically – often before the customer even realises them.

1. Personalised product recommendations in the shop – based on order history, usage cycles, and cart abandonment.
2. Automated marketing outreach via HubSpot – personalised emails, cross- and upselling campaigns, and follow-ups.
3. Aftersales activation – including reminders for maintenance, consumables, or training packages.

The med-sales recommendation engine uses integrated AI to generate smart product suggestions directly in the shop. These are passed automatically into a CRM system like HubSpot and used to drive targeted email sequences and follow-up campaigns. Based on behaviour and interaction data, highly personalised recommendations are created – unlocking cross- and upselling opportunities and measurably boosting customer satisfaction.

Your customers receive precisely timed, relevant offers that provide real value and encourage repeat purchases. Your sales and service teams are seamlessly included in these processes via automated tasks, notifications and personalised follow-ups – enabling faster responses and more meaningful customer relationships.

A clear success factor here is the focus on existing customers. As the following chart shows, the success rate for cross-selling, upselling and after-sales measures is significantly higher for existing customers (60–70%) than for new customer acquisition (5–20%).

Recommendation engines such as those from med-sales are precisely tailored to this potential. Existing customer contacts are activated in a targeted manner, purchasing impulses are created, and thus not only sales but also customer loyalty are sustainably strengthened.

The result is greater relevance and conversion, as well as an active contribution to long-term customer relationships in digital sales.

Industry advantage: In healthcare, reorder cycles and maintenance schedules are predictable. AI can not only recognise these patterns, but also automatically convert them into sales-related actions. This increases customer loyalty and revenue at the same time.

Data Integration = Competitive Advantage

Seamless ERP & CRM Integration for Real-Time 360° Customer Views

Deep integration with ERP systems and CRM platforms such as HubSpot turns med-sales into a strategic sales tool. Customer histories, order patterns, complaints and satisfaction metrics are consolidated and made available in real time. This enables sales teams to identify needs early and engage customers with targeted messaging.
Siloed data becomes a thing of the past – instead, unified, actionable insights support more effective sales strategies. The result is a shift from reactive (“waiting for orders”) to proactive (“anticipating and triggering demand”) sales.

Automated CRM Workflows for Efficient Sales Processes

med-sales goes beyond data availability. Customer actions in the shop automatically trigger CRM processes. If a cart is abandoned, the platform creates a follow-up task for the sales team – for example, a personalised email or phone call. Aftersales communications, maintenance offers or reactivation campaigns are also triggered automatically. Key Account Managers gain real-time visibility into opportunities and customer touchpoints – ideal for hybrid strategies that combine digital, human, and AI-driven approaches.

From Reactive to Proactive Sales – Empower Your Sales Team

With med-sales, your sales team becomes a proactive force in shaping customer relationships. Triggered by ERP and CRM data, the platform delivers actionable insights – from upcoming maintenance reminders and low inventory alerts to recurring order cycles. Sales reps receive intelligent prompts and recommendations, enabling them to work more efficiently and successfully.

Real-World Use Cases with Measurable Impact

1. In hybrid hospital sales, med-sales AI detects typical consumption cycles and triggers cross-selling offers automatically – coordinating everything from shop triggers to CRM workflows and sales follow-up.
2. Suppliers serve both hospitals and individual customers via a single system that supports B2B and D2C models – with multi-tenant shops, differentiated pricing, barcode ordering and personalised suggestions.
3. For international scaling, a single software instance centrally manages multi-country operations – while complying with local regulations and without adding rollout complexity.
   
   

Live in 8 to 12 Weeks – Fast, structured Implementation

med-sales projects follow a clear four-phase process:
Analysis & API planning
Configuration & compliance setup
Data import & shop testing
Training & rollout
Typically, the platform goes live within eight weeks – with measurable ROI achieved within a year.

Your next step toward a smarter sales platform

• Book your personalised live demo
• Request your free E-Commerce Readiness Analysis
• Speak to our experts about your specific use case

At our stand in Hall 2 / A2013, you can find out how digital sales projects in the healthcare sector are being implemented successfully in practice – including practical examples.

Conclusion
Rethinking Healthcare Sales – with med-sales

ell-designed, intelligently connected sales platform that goes far beyond traditional e-commerce. By combining shop, CRM, ERP, AI and industry-specific features, it transforms a simple ordering channel into a smart system that actively manages and enhances customer relationships.
From automated product recommendations and tailored workflows to one-click international scaling – med-sales is a real-world example of what digital transformation in healthcare sales looks like: data-driven, user-friendly, and packed with added value for both customers and sales teams.
If you’re ready to go beyond reactive selling and proactively shape the future of your sales, med-sales is the gamechanger you've been waiting for.
Visit us at Swiss Medtech Expo in Halle 2 / A 2013 – we look forward to seeing you there.