TOPSales Case Study

Information Symmetry Platform

The utilization of TOPSales got started at imedtac in 2021. All the salespeople are required to put down correspondence records on TOPSales. The sales team can conveniently track sales opportunities and access that relative customer information on the same platform.
【Company】 IMEDTAC CO., LTD.
【Territory】 Taiwan, Thailand
【Business】 Medical ICT
【Respondent】  President Ken Yu, Overseas Business Director Jason Miao


【Business Development at imedtac】


  Based on the medical centers' clinical resources, imedtac built a team that includes software development, system integration engineering, and specialists in the market. imedtac focuses on developing the latest technology employing the Artificial Internet of Things and creates a prospective integrated care platform enabling high-quality and comprehensive communications between caregivers and patients.


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【Sales Management before TOPSales Application】


  Once we go to market, information about customers will be accumulated quickly. Such information can be collected by different employees and in diverse phases, mostly recorded in Excel files. Terribly, it can be difficult to have full information made by the employees. Even, some influential records can be ignored or erased by mistakes or accidents.



  TOPSales helps imedtac with a platform that can guide the employees to share their market development information at the same time and rule the information authorization in security, so the authorized employees can clearly report and read real-time information once they need to move on with their sales opportunities.


      The president Mr. Ken Yu mentioned the advance going with TOPSales.

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【Sharing information and Managing Sales Development】


  The sales managers easily get focus on the customers' needs, even reviewing a lot of sales opportunities reported by the sales representatives located in many places worldwide. TOPSales systematically supports the managers to go great communication with their sales representatives through the information classified by event schedules, general reports, sales opportunities, sales phases, specific forms, forecasts, and sales contracts. The managers can bring the sales representatives real opinions to go close deals more smoothly and efficiently.

(The TOPSales Home page presents comprehensive information, associated with sales forecasts, opportunities, and progress, on the split screen.)

  Closing deals and meeting sales targets is ultimate for a sales team. TOPSales offers the settings for diverse sales targets, related to products, customers, and sales representatives. The system can measure the targets set up to tell their achievement percentages. Such clear reminders can help the managers to react with their team members as earlier as possible. Also, the progress percentages of all sales opportunities will be added up to get checked in TOPSales sales funnels, assessing the numbers of sales opportunities in progress. The quantities of sales opportunities and sales forecasts will quickly and clearly tell the status of sales development, and about revenue to get later. Such a presentation is also a wonderful interface to apply in sales meetings. The sales managers can quickly make a briefing without taking any effort and a lot of time to prepare sales reports.

(The sales funnel displays sales opportunities by maturity grades to support the prediction of incoming revenue.)


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【Management Boost with Digital Optimization 】


      imedtac is leading in AIoT technology and establishing overseas bases to bring the best systems and services for medical and clinical needs from Taiwan. The business is going globally and so fast. The sales management also has to follow up with the acceleration, with the mature technology and digital facility. On the way of digital transformation, Integrating into ERP is quite a must in the near future to optimize advanced management comprising sales, finance, marketing, and product development.


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