I n Medtech, order management is more than processing transactions — it’s about ensuring the right product reaches the right customer, at the right time, under the right terms. The complexity of managing high-value medical products, consignment stock, multiple stakeholders, and regulatory constraints makes order management a strategic function.
This whitepaper explores why Medtech companies must rethink order operations as a unified, data-driven capability — and how Aligna, a Salesforce-based solution, provides the tools to digitize and control the full order lifecycle with real-time visibility and operational precision.
Why Order Management Matters in Medtech
Order management directly impacts:
- Customer satisfaction and loyalty
- Sales efficiency and revenue recognition
- Stock accuracy and consignment control
- Regulatory and compliance requirements
- Cash flow and working capital optimization
Yet, in many organizations, order processing still relies on manual inputs, disconnected systems, or Excel-based workflows — creating delays, errors, and missed revenue.
Common Challenges in Medtech Order Management
Managing Medtech orders means navigating a web of complexity:
- Fragmented Systems
Orders touch CRM, ERP, warehouse, logistics, and customer support — but rarely flow seamlessly. - Manual and Error-Prone Processes
High reliance on emails, spreadsheets, and human coordination increases the risk of missed steps or compliance breaches. - Limited Traceability
Lack of real-time tracking across order stages makes it difficult to respond to delays or anticipate issues. - Complex Product Configurations
Kits, implants, serial numbers, lot tracking — Medtech orders are rarely simple and require specialized handling. - HCP-Specific Requirements
Each order may be tied to a procedure, a surgeon’s preference, or a specific hospital protocol — making standardization difficult.
Aligna: Purpose-Built for Medtech Order Management
Aligna is a Medtech-specific solution built on Salesforce. It centralizes the full order lifecycle — from request to delivery to post-sales tracking — into a single, flexible platform.
End-to-End Capabilities:
- Order Intake
Capture and structure order requests from sales reps, hospitals, or systems (via integration). - Validation & Workflow
Apply business rules, check stock availability, assign delivery dates, and route approvals. - Fulfillment Tracking
Link with logistics or ERP systems to track shipment, delivery status, and serial/lot traceability. - Returns & Complaints
Manage RMAs, product recalls, or complaint handling linked to the original order. - Analytics & Forecasting
Track order velocity, fulfillment delays, backorders, and patterns by account or region.
- Built on Salesforce – With Medtech Logic
Because Aligna is Salesforce-native, it offers:
- Seamless CRM integration
- Configurable business rules
- Full audit trail and compliance
- Cloud scalability and security
- Real-time dashboards and alerts
It also integrates easily with ERP, WMS, e-signature, and 3PL systems — so you can finally close the loop from demand to delivery.
Conclusion: Orders Are the Heart of Medtech Execution
A single failed order can mean a missed procedure, lost revenue, or patient impact. In today’s healthcare environment, you can’t afford to rely on fragmented, manual order processes.
With Aligna, Medtech companies get a purpose-built solution to structure, automate, and optimize the order lifecycle — delivering better outcomes for customers, field teams, and the business.