PolyNovo, a fast-growing medical device company, outgrew MYOB and needed dedicated CRM capability for international expansion. Relevate implemented Zoho CRM with custom workflows, multi-contact tracking and automation, giving PolyNovo full sales visibility and a scalable system for growth.
THE CHALLENGE
PolyNovo is a medical solutions company based in Melbourne, specialising in synthetic skin technologies. As their business expanded and with international growth in sight, their reliance on MYOB was a limiting factor due to the lack of a dedicated CRM functionality. PolyNovo decided to migrate to Zoho CRM to improve automation, gain deeper visibility across operations, enhance their marketing capabilities and unlock their capability to scale internationally.
THE SOLUTION
The project kicked off with a two week CRM setup using real PolyNovo data to build out complex multiple relationships between doctors, surgeons and hospitals. Custom fields were added to capture critical contact, affiliation and sales info. Once the structure was set, data was imported into Zoho CRM to validate the field setup and relationships. The team also integrated email and authenticated PolyNovo’s domain to ensure secure and streamlined communication.
After the initial build, an on site workshop mapped sales workflows, identified needed templates and explored automation opportunities. A four week implementation followed with weekly check ins, delivering multi contact tracking, workflow automation, custom email templates and advanced reporting, boosting efficiency and visibility across the sales process.
THE OUTCOME
Zoho CRM gave PolyNovo clear visibility into sales, streamlined operations and faster user adoption through training and templates. With automation, custom reports and centralised contact management, the team now makes smart decisions and is set up with a scalable system that supports ongoing growth.
If your organisation is facing similar challenges or is interested in exploring digital transformation, email us how we can help you achieve your goals.
