Client Success Story

NxThera specializes in the design, manufacturing and selling of medical devices that ablate tissue in the endourological medical device market. To ramp up their sales staff, they needed a better way of tracking employees forecasts, sales, trainings, and summary reviews. The current system they were using required a lo of spreadsheets and emails, so there wasn’t a central location for reporting and data management.

To assist NxThera in improving their current system, Redpath took the following steps:

• Instituted a Salesforce org that allowed for forecasting not only at a clinical level, but on an individual doctor level.
• Provided them with reports to show Sales rep activities with their clients, along with more accurate sales forecasting.
• Administered Case Summary and Meeting Summary tools for the reps to fill out and that were then scheduled to be emailed to the executive management.
• Initiated Admin and End User Training.
• Consolidated four sources of data such spreadsheets, emails, and cloud storage into Salesforce.

As a result of our partnership, NxThera was able to better track their data and obtained more efficient processes in the end. Here are some examples of these improvements:

• Eliminated the need for multiple reporting platforms.
• Created ability to forecast sales by accounts and products.
• Centralized location of data for ease of reporting and management and streamlined reporting process by automatically emailing of scheduled reports.
• Helped save both management and reps time by giving a central location for data to be entered and tracked.