A comprehensive case study of Novomed Incorporation Pvt. Ltd.’s journey to unified digital operations
Client Profile: Novomed Incorporation Pvt. Ltd
Adamson Janny
Business Profile
Novomed Incorporation Pvt. Ltd. is a specialized medical distribution company operating at the forefront of healthcare technology. With headquarters in Mumbai and strategic branch offices in New Delhi and Bangalore, plus a subsidiary in Singapore, Novomed serves critical markets including vascular, cardiovascular, Singapore, Novomed serves critical markets including vascular, cardiovascular, interventional radiology, general surgery, and specialty medical devices . The company’s multi-location operations required sophisticated management of complex sales cycles, highly regulated inventory, and seamless cross-functional collaboration. As Novomed experienced rapid growth, the need for an integrated digital infrastructure became paramount to maintain operational rigor and competitive advantage.
Market Focus
- Vascular & Cardiovascular
- Interventional Radiology
- General Surgery
- Specialty Medical Device
Geographic Presence
- Mumbai (HQ)
- New Delhi
- Bangalore
- Singapore
The Challenge: Operational Complexity Across Multiple Fronts
Adamson Janny
Data Silos & System Fragmentation
Disparate systems across departments created isolated data pools, preventing holistic visibility and creating reconciliation nightmares across sales, inventory, and finance functions.
Limited Sales Intelligence
Manual lead tracking and minimal campaign analytics left the sales team operating without clear conversion insights or ROI visibility on marketing investments.
Inventory Blind Spots
Inaccurate stock visibility across branches and batch tracking challenges threatened compliance in the highly regulated medical device industry.
Collaboration Barrier Limited real-time collaboration capabilities across multiple locations hampered coordination between Mumbai, Delhi, Bangalore, and Singapore operations.
Sales & Marketing Transformation
Adamson Janny
Zoho CRM Implementation
The CRM deployment established centralized management for hospitals, doctors, and distributors. Lead capture was automated from website forms, marketing campaigns, and field sales activities, with intelligent assignment by region and product line.Deal pipelines were custom-configured to align with medical sales cycles, accounting for the unique approval processes and decision timelines in healthcare procurement. This provided unprecedented visibility into sales velocity and bottlenecks.
Marketing Automation
Integration with Zoho Marketing Automation enabled sophisticated campaign tracking with full conversion attribution. Marketing teams gained clear ROI analytics, understanding which campaigns drove qualified leads and eventual sales.Automated nurture sequences were deployed to maintain engagement with prospects through long decision cycles typical in medical device procurement, ensuring consistent touchpoints without manual intervention.
Inventory Management Excellence
Adamson Janny
Zoho Inventory implementation delivered real-time stock visibility across all four locations—Mumbai, Delhi, Bangalore, and Singapore. This was critical for Novomed’s operations, where stock availability directly impacts customer service and regulatory compliance.
Batch & Bin Management
Comprehensive tracking for regulated medical devices, ensuring full traceability and compliance with medical device regulations.
Stock Intelligence
Advanced analytics for stock aging, automated reorder levels, and inter-branch transfer optimization to maintain optimal inventory levels.
Purchase-to-Dispatch Automation
Seamless workflow from Purchase Order through Goods Receipt Notes, Sales Orders, and final Delivery, eliminating manual handoffs.
System Integration
Seamless synchronization with CRM for sales visibility and Books for financial accuracy, creating a single source of truth.
.
Finance & Expense Automation
Zoho Books: Financial Operations
Zoho Books automated the entire financial workflow, from invoice generation to collections. The system handles vendor bill management, payments, journal entries, and bank reconciliation automatically. GST and statutory compliance reporting became streamlined, with financial reports generated in real-time.The CRM-to-Invoice automation eliminated manual data entry, reducing billing cycle time and improving cash flow. Integration across the Zoho ecosystem ensured financial data accuracy without reconciliation efforts.
Zoho Expense
Policy-based expense claims with multi-level approvals. Sales and service teams track mileage, travel, and out-of-pocket expenses with direct sync to Books for accounting accuracy.
Compliance Built-In
Automated policy enforcement ensures expense claims meet company guidelines before approval, reducing policy violations and audit risks.
HR, Recruitment & Payroll Integration
Automated payroll processing with built-in statutory compliance, eliminating spreadsheets and manual calculations.
Central HR analytics provided management with critical insights into headcount trends, attrition patterns, and payroll costs, enabling data-driven workforce planning.
Measurable Business Impact
Platform Unification
Location Integration
complete elimination of data silos across all departments and locations
Seamless operations across Mumbai, Delhi, Bangalore, and Singapore
Unified workflow across CRM, Inventory, Finance, HR, and Marketin
Sales Productivity
Faster lead-to-order conversion through automated workflows and real-time pipeline visibility
Process Efficiency
Dramatic reduction in finance and expense processing time through automation
Inventory Accuracy
Batch-wise tracking and compliance management across all locations
Scalable Foundation
Platform ready to support international expansion and operational growth
A Foundation for Operational Excellence
Novomed Incorporation Pvt. Ltd.’s comprehensive Zoho One implementation represents a successful digital transformation that unified disparate systems into a centralized, automated, and insight-driven enterprise platform.
The solution delivered tangible improvements across every operational dimension—from sales productivity and inventory accuracy to financial compliance and HR efficiency. Teams across sales, inventory, finance, and HR operations now work with real-time visibility and streamlined workflows that eliminate manual processes and data reconciliation efforts.
Most importantly, this implementation created a scalable foundation that positions Novomed for continued growth across India and international markets. The integrated Zoho One ecosystem provides the operational backbone needed to support expansion while maintaining the operational rigor and compliance requirements essential in medical device distribution.
