Sixty One Steps

AWS | Custom CRM Solution

Project Description

A leading medical device group operating across multiple cities required a centralized, cloud-native system to manage its geographically distributed sales teams. With sales representatives working in the field across regions, the organization faced challenges in maintaining consistent visibility into accounts, contacts, and opportunity pipelines.

Existing sales tracking methods were fragmented and heavily manual, resulting in:

  • Limited real-time visibility into sales performance

  • Inconsistent opportunity tracking across cities

  • Delayed and inaccurate reporting for leadership

  • Difficulty standardizing sales processes across teams

The organization needed a scalable, secure, and high-performance CRM solution built on a modern cloud infrastructure to support real-time reporting and future growth.

Sixty One Steps designed and implemented a custom Sales CRM built on the AWS cloud, tailored specifically for the medical device group’s sales workflows and reporting needs.

Solution & Implementation

AWS-Based Architecture

  • AWS Lambda for serverless business logic and workflow automation

  • Amazon DynamoDB for fast, scalable storage of accounts, contacts, and opportunities

  • Amazon S3 for secure storage of documents and sales collateral

  • Amazon API Gateway to enable seamless access across web and mobile interfaces

  • Amazon CloudWatch for monitoring, logging, and performance tracking

Core CRM Modules Implemented

  • Accounts Module to centralize hospitals, distributors, and customer organizations

  • Contacts Module for tracking key decision-makers and stakeholders

  • Opportunities Module for managing deal stages, pipeline value, and forecasts

  • Activity & Follow-Up Tracking to ensure consistent sales engagement

  • Advanced reporting dashboards for real-time sales insights

Reporting & Analytics

  • City-wise and region-wise performance dashboards

  • Pipeline health and opportunity aging reports

  • Salesperson productivity and conversion tracking

  • Leadership-level reports for forecasting and decision-making

Implementation Highlights

  • Custom workflows aligned to the company’s sales lifecycle

  • Role-based access controls for sales reps, managers, and leadership

  • Mobile-friendly access for field sales teams

  • Secure, scalable AWS infrastructure to support growth across regions

Outcome

The AWS-powered Sales CRM transformed the organization’s sales operations by delivering speed, scalability, and real-time intelligence. Key outcomes included:

  • Centralized sales data across all cities on a secure cloud platform

  • Real-time pipeline visibility and more accurate forecasting

  • Improved decision-making through live dashboards and automated reports

  • Standardized sales processes across distributed teams

  • Higher productivity among field sales teams with streamlined workflows

  • Scalable AWS architecture ready to support expansion and increased data volumes

Today, the medical device group operates with a modern, cloud-native sales CRM that empowers its sales force while giving leadership complete visibility and control over performance.