Redtag Helps a Med Tech Manufacturer Cut Quote Time by 60% and Automate Renewals with Salesforce RCA

Manual quoting and renewals slowed sales cycles and created compliance risks. With RCA, the manufacturer unified quote-to-cash, cutting turnaround times and gaining full renewal visibility.

About:
A US-based global med tech company producing diagnostic imaging systems, surgical instruments, and patient monitoring devices. Their business model combines high-value hardware with consumables and service plans, sold to hospitals and clinics worldwide.
Industry:
MedTech
Partners since:
CLOUDS & TECHNOLOGIES:
Revenue Cloud (CPQ)
The challenges

The Hidden Cost of Manual Processes

Their product portfolio combined equipment, accessories, service tiers, and consumables. Discount policies varied by region; warranty uplift and installation fees were applied inconsistently; and renewals were tracked in personal calendars. This fragmented approach created:

  • Long delays in producing quotes for hospitals and clinics
  • Pricing mistakes and compliance gaps in regulated markets
  • Missed renewals on high-margin service contracts and consumables
  • No audit-ready trail from quote to invoice

With increasing demand and a growing product catalog, the commercial team needed one governed platform to configure valid device + service + consumable bundles; apply consistent discount and approval rules globally; automate subscription and usage billing for service plans and consumables.

The solution

From Quote-to-Cash in One Flow

Redtag implemented a tailored RCA solution that delivered:

Guided configuration & pricing – Reps now assemble valid bundles in minutes, with rules enforcing compatibility and pricing by region.

Automated approvals & e-sign – Salesforce Flows route approvals; DocuSign manages signatures; contracts are tracked automatically.

Subscriptions, usage & renewals – Service and consumables are modeled as recurring products. RCA Billing automates invoicing, proration, and renewal reminders.

ERP sync without rekeying – Orders, invoices, and payments sync to SAP S/4HANA, with serial/lot data for compliance.

Actionable dashboards – Sales leaders track quote velocity, renewal pipeline, approval bottlenecks, and attach rates in real time.

The RESULT

The Business Impact in Numbers

The move to RCA translated into concrete business results:

📉 60% faster quote turnaround (days → under 48 hours)
📊 35% fewer pricing exceptions and credits
📈 +25% increase in service plan attach rates
💬 100% visibility into renewals with automated tracking
💵 20% faster cash collection through accurate billing
🛡️ Audit-ready lineage from quote → contract → invoice

With RCA, the company moved from a fragmented process to a single governed system for sales, finance, and operations, enabling faster deals, accurate renewals, and compliance in regulated markets.

Maria Soviak

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Gracie Lynch, Account Executive
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