Sales systems are all the same. There are hundreds and they all do roughly the same thing: lead tracking, sales engagement, pipeline management. They all promise the same outcomes too: to optimize sales, increase conversions, and boost revenue. But when these sales systems operate in a silo they don’t just limit their usefulness to an organization — they can actively work against an organization’s ability to learn, grow, and serve its customers effectively. And while we believe this is true across industries, it’s the most urgently true in healthcare.
Breaking the Sales Silo
It’s long been established that sales teams need information from other parts of the business to be effective in their jobs. They don’t want to walk into a meeting and get blindsided by outstanding complaints they never knew existed. They need and often get real-time information from marketing, operations, customer support, and product teams. This information is typically “pumped in” to the standalone sales system so sales has a “360 degree view” of the prospect or customer.
But what about sharing the sales data “out” to those other organizations? Yes, it’s needed & it’s critical. Organizations are learning that mining and understanding the interactions a sales team is having are critical to building a growing and sustainable business. Who exactly is buying? Who is not? How do prospects talk about the problems our products solve? What objections are popping up? What trends are emerging? How does all this vary by product line, region, sell-to organization, and so on.
Sharing that “raw” sales data with post-sales teams “closes the loop” and makes it possible to inform and automate so much. And then the insights start flowing – which customers are seeing the most success and how did we acquire them? Which are experiencing issues? Where is the strongest advocacy forming? Are there trends between sales activities and the outcomes the customers are achieving? And how should that shape company strategy?
At servis.ai, we’re seeing a strong shift among future-leaning healthcare organizations – they are breaking down the traditional barriers between sales and post-sales teams. More organizations are looking to unify sales + post-sales into a single system that seamlessly integrates the full customer lifecycle, from prospect to happy customer. This type of system is more than a CRM – it is a business operations platform.
Closing the Loop: Why Integrating Sales + Post-Sales Matters
Consider a healthcare (medtech) company introducing an innovative new medical device. Selling into a physician community is just the beginning—the real value comes from tracking outcomes, understanding patient impact, and continuously improving both the product and service. A unified system allows organizations to:
- Monitor patient outcomes linked to product adoption
- Gather real-world data to improve the device and patient experience
- Strengthen physician relationships with proactive insights and support
- Track sample inventory when new providers are onboarded
For healthcare delivery organizations, the need for an integrated system goes even further. Traditionally, systems have focused on patient and provider relationship management, but the real opportunity is in tracking the full spectrum of care, outcomes, and satisfaction metrics. This means going beyond simple CRM functions to:
- Measure patient, provider, and customer satisfaction in real-time
- Understand brand sentiment and Net Promoter Score (NPS)
- Optimize care pathways based on holistic business intelligence
The Future is Business Operations Management
Healthcare organizations need more than just a sales CRM—they need a business operations platform that connects the entire customer journey. When sales, support, and service teams work together in a shared system, organizations don’t just sell better—they operate better.
At servis.ai, we believe the future of sales isn’t just about selling—it’s about delivering results. Companies that embrace a unified approach will:
✔️ Target sales team towards prospects with high advocacy potential
✔️ Deliver better customer experiences and a higher NPS
✔️ Create lasting value in the healthcare ecosystem
It’s time to move beyond disconnected systems. It’s time to unify sales and post-sales—and unlock what’s possible.
