Medical Device CPQ Built for ETO / CTO Complexity

Smartbridge Use Case Collection

Empowering medical device companies to deliver tailored, precise, and efficient configurations for complex capital equipment.

Use Case Overview

Smartbridge’s solution accelerator applies modern development and AI-based CPQ solutions designed to make Engineer-to-Order (ETO) and Configure-to-Order (CTO) medtech devices easier to sell and deliver.

Medical device capital equipment is inherently intricate, requiring advanced engineering expertise to configure effectively. Misconfigurations not only extend sales cycles but also result in lost revenue and a diminished customer experience. Eliminate these challenges by enabling accurate, rules-driven configurations that are intuitive and reliable.

APPLICABLE CAPABILITIES:

Artificial Intelligence
Data & Analytics
Automation
Development
Customer Relationship Mgmt
  • A visual product configurator that can be used by customers or sales teams to digitally configure products with the necessary components.
  • Implement business rules to restrict users from configuring a non-manufacturable product.
  • Provide a 2D/3D visual to ensure the configured product will meet their requirements before it is built.

Smartbridge’s services around Medical Device CPQ isn’t out-of-the-box software. They’re solution accelerators, built on proven designs and experience, to speed up delivery of your unique requirements.

APPLICABLE SOLUTIONS:

Microsoft Power Platform
Microsoft DevOps
Salesforce

Target Reduction:

6–8 wks

Sales cycle duration (time-to-revenue)

Baseline before:
8–10 weeks average

Target Reduction:

≤ 20 hrs 

Engineering time spent per configuration

Baseline before:
~40 hours per custom quote

Target Reduction:

< 5%

Invalid or non-manufacturable configurations

Baseline before:
15–20% of submitted quotes

Target:

Up to $200M accelerated annual revenue realization for $1B company

Revenue realized earlier

Baseline before:
Revenue recognized post-fulfillment

Target Increase:

> 90% satisfaction

Customer satisfaction (configuration accuracy & quote responsiveness)

Baseline before:
70–75% satisfaction (manual quote delays, rework)

Strategic Business Goals Supported

Optimize your medical device CPQ to support ETO and CTO

  • Improve customer experience with better accuracy and shorten sales cycles by 20%.

  • Reduce engineering time spent on complex configurations by 50%.

  • Reduce invalid product configurations by 40%.
  • Streamline adding new and decommissioning old components.
  • Leverage the data to build AI driven recommendations.

Smartbridge’s Medical Device CPQ solution accelerator streamlines the Configure-to-Order process, cutting delays and costly errors. Visual configuration and automated validation enable faster quotes, higher accuracy, and greater customer satisfaction.

Drive earlier revenue realization and lower operational costs.

USE CASE in ACTION

Custom CPQ Solution for MedTech Organization

Custom CPQ Solution with 3D Product Configurator for a Medical Device Manufacturer

  • Built on Salesforce
  • Integrations were developed between SAP and Salesforce

Solution Capabilities

  • Quote Generation: Generate budgetary quote documents directly from the configurator.
  • Pricing: Price calculation for complete visibility into the list price of the completed product configuration.

  • Rules Engine: Easily extendable business rules to restrict users from making invalid component selections, or a non-manufacturable, non-compliant product.

  • Interactive UI: Canvas with drag and drop component selection. 2D/3D visualization.

  • Enhanced Customer Experience: Ensures customers receive accurate, tailored solutions quickly, fostering trust and long-term relationships, and differentiates companies in a competitive market.

  • Add-on Components: Intuitive selection process for adding mandatory components and optional accessories to the product.

  • Data-Driven Insights: Leverage the CPQ solution to provide analytics on product demand, configuration trends, and customer preferences.
Quote Generation
Add-on Components
Enhanced Customer Experience
Data-Driven Insights
Pricing
Rules Engine
Interactive UI

From Use Case to Case Study:

Custom CPQ Solution with 3D Product Configurator for a Medical Device Manufacturer

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Smartbridge Use Case Library is a collection intended to spark ideas, inspire innovation and get you thinking about real world value.

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