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Salesforce · Medical Devices & Healthcare

Unifying 800+ Distributors on a Single Intelligent Platform

How Hyperlink Infosystem built a custom Salesforce Distributor Management System for Zydus Medtech - replacing fragmented spreadsheets with real-time visibility, automated workflows, and a self-service distributor portal.

Salesforce DMS Experience Cloud Portal SAP ERP Integration Field Rep Mobile App
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Zydus Medtech Salesforce distributor management system
72%
Faster Order Processing Cycle
800+
Distributors on a Single Unified Platform
✓ Achieved
72%
Faster Order Processing Cycle
✓ Achieved
Faster Distributor Onboarding
✓ Achieved
₹0
Compliance Penalty Exposure Post-Go-Live
✓ Achieved

Bringing Order to a Fragmented Distribution Network

Zydus Medtech, the medical devices division of Zydus Lifesciences, operates one of India's most extensive medtech distribution networks - spanning over 800 distributors across 22 states, supplying everything from cardiac care devices and orthopaedic implants to diagnostic equipment and surgical consumables.

Despite this scale, distributor management relied almost entirely on emails, phone calls, and a patchwork of Excel spreadsheets. Field sales reps had no access to live data on the go, order approvals took up to five business days, and tightening CDSCO/MDR regulatory requirements had turned compliance tracking into a liability. Hyperlink Infosystem was engaged to design and build a purpose-built Distributor Management System on Salesforce - complete with a self-service distributor portal, mobile-first field rep tooling, and SAP ERP integration.

Industry
Medical Devices & Healthcare
Solution
Custom Salesforce DMS
Distributor 360° Visibility
Unified profiles for 800+ distributors across 22 states.
Compliance Confidence
Automated CDSCO licence tracking with expiry alerts.
Field Rep Enablement
Mobile-first tooling for order placement and visit logging.
SAP-Integrated Inventory
Live stock visibility synced from SAP ERP every 4 hours.
Zydus Medtech distributor network

Zydus Medtech

Zydus Medtech is the medical devices arm of Zydus Lifesciences Limited, one of India's top five pharmaceutical and healthcare companies, manufacturing and distributing a broad portfolio of medical devices - from cardiovascular stents and orthopaedic implants to physiotherapy equipment and hospital consumables.

Parent Group
Zydus Lifesciences Limited (BSE / NSE listed)
Headquarters
Ahmedabad, Gujarat, India
Product Categories
Cardiac · Orthopaedic · Diagnostics · Surgical · Consumables
Regulatory Context
CDSCO-licensed · MDR 2017 compliant · ISO 13485

A Distribution Empire Managed on Spreadsheets

Zydus Medtech's commercial success had outgrown its operational infrastructure - sales ops handled onboarding, order management, target-setting, and compliance manually, a process that was time-consuming, error-prone, and untenable at 800+ distributor scale.

01
Fragmented Distributor Data
Information scattered across 40+ Excel files and email threads.
02
Slow Order Processing
Orders taking 4–5 business days end-to-end to process and approve.
03
No Field Data Access
Reps relying on phone calls for stock checks and order status.
04
Slow Onboarding
New distributor onboarding taking 4–6 weeks via physical paperwork.
05
No Inventory Visibility
No real-time stock visibility across the distributor network.
06
Compliance Risk
CDSCO documents tracked in a shared spreadsheet with no audit trail.

Root Causes Identified

  • No single source of truth for distributor data or order status
  • Manual, paper-based onboarding and compliance workflows
  • No integration between field sales, ERP inventory, and sales ops
  • Quarterly, manually compiled performance reviews instead of real-time analytics
  • Tightening CDSCO/MDR regulations with no automated tracking in place
  • No self-service channel for distributors to place orders or resolve issues

A Purpose-Built Salesforce Distributor Management System

Salesforce Implementation

Hyperlink Infosystem followed a milestone-driven delivery methodology across five structured phases - each gated by sign-off from Zydus Medtech's project steering committee before the next began, keeping risk contained and delivery on schedule.

Salesforce DMS architecture
Powered By
Salesforce Sales Cloud
Experience Cloud Distributor Portal
Einstein Analytics
Apex, LWC & Flows

Key Features Delivered

Distributor 360° Profile
Unified view of contact hierarchy, territory, licences, orders, credit, and performance vs. target.
Automated Order Management
Multi-level approval chains from field rep to zonal manager, with WhatsApp updates at every stage.
Inventory Replenishment Alerts
Automated low-stock triggers surfaced as tasks for field reps, synced from SAP ERP.
Compliance & Licence Vault
Centralised repository for CDSCO/MDR documents with 60/30/7-day expiry alerts.
Einstein Analytics Dashboards
Real-time revenue scorecards, territory heat maps, and target attainment tracking.
Distributor Self-Service Portal
Experience Cloud portal to place orders, view stock, download invoices, and submit documents.

Built in Five Structured Phases

A milestone-driven delivery methodology across 22 weeks - each phase gated by sign-off from Zydus Medtech's project steering committee before the next began.

1
Discovery, Stakeholder Mapping & Blueprint
  • 35+ stakeholder interviews across sales ops, field, logistics, and compliance
  • Mapped all existing processes, data flows, and third-party touchpoints
  • Delivered a Salesforce architecture blueprint signed off by leadership
2
Salesforce Org Setup & Core Configuration
  • Configured Sales Cloud with custom objects for Distributors, Territories, SKUs
  • Set up role hierarchy and permission sets aligned to org structure
  • Deployed sandbox and staging environments with production-parity data
3
Custom DMS Development & Distributor Portal
  • Built order management, replenishment alerts, and a compliance vault using Apex, LWC, and Flows
  • Launched the Experience Cloud distributor self-service portal
  • Enabled orders, tracking, and document submission without rep intervention
4
SAP Integration, DocuSign & Data Migration
  • Integrated Salesforce with SAP ERP via REST APIs, syncing every 4 hours
  • Integrated DocuSign for digital agreements and licence renewals
  • Migrated 6 years of data - 800+ profiles, 120,000+ orders - with zero data loss
5
UAT, Training, Go-Live & Hypercare
  • Ran a 3-week UAT cycle with 45 internal users
  • Delivered bilingual training for 180 field reps across 6 regional offices
  • Phased regional go-live followed by a 45-day hypercare period

Before vs. After

From distributor data scattered across spreadsheets and phone calls to a single Salesforce platform with real-time visibility and self-service.

Before
Distributor data scattered across 40+ Excel files
Order processing taking 4–5 business days
New distributor onboarding taking 4–6 weeks
No real-time inventory visibility
Compliance tracked in a shared sheet, no audit trail
After Transformation
Single source of truth for all 800+ distributors
Orders processed and approved in under 28 hours
Digital onboarding cutting turnaround to under 12 days
Live inventory dashboards synced from SAP every 4 hours
Full compliance audit trail with automated expiry alerts

Measured Outcomes, 90 Days Post-Go-Live

All metrics benchmarked against the 90-day baseline prior to launch, tracked via Salesforce reports and validated by Zydus Medtech's sales ops team. Estimated first-year operational savings: ₹2.4 Cr, comprising reduced order management overhead, eliminated compliance penalty risk, faster digital collections, and a 28% lift in distributor revenue.

94% field rep adoption within 60 days - 180 reps actively logging visits and orders via mobile
60% reduction in manual data entry, freeing the sales ops team for analytics and strategy
28% increase in distributor revenue from faster replenishment and rep engagement
100% compliance document visibility, versus 31% previously untracked or expired
4× faster dispute resolution - 18 days down to 4 days via automated case routing

"Hyperlink Infosystem didn't just build us a CRM. They rebuilt how our commercial team operates. The adoption among our field force has been remarkable, and the compliance visibility alone has removed a significant regulatory risk from our business."

Zydus Medtech

Key Drivers of Project Success

Deep discovery investment
35+ stakeholder interviews prevented costly mid-project rework.
Phased regional rollout
Region-by-region go-live resulted in zero critical post-launch incidents.
Bilingual field training
Hindi and English training across 6 offices drove 94% adoption.
SAP integration done right
A robust, monitored API integration gave the platform live inventory data.

Ready to Modernise Your Distributor Operations?

From Salesforce implementation to custom enterprise systems, Hyperlink Infosystem delivers solutions built around how your business actually works.

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