CRM for Health Technology Companies
Power Smarter Sales, Education, and Service with HubSpot
Personal walk through and demo
Octo 360 is a HubSpot-accredited GOLD partner with proven experience in delivering large-scale, complex implementations and optimizations of the HubSpot platform.
What Our Clients Say, Real Stories, Real Results
Challenges in the Health Technology Industry
Complex Buyer Journeys
Selling health technology often involves multiple stakeholders — from clinic owners and healthcare professionals to procurement and legal teams. Without the right CRM, managing this long and consultative sales process becomes inefficient and inconsistent.
Education-Heavy Sales
Whether it’s a new laser device for dermatology or a Class II medical scanner, buyers need deep education to understand benefits and usage. Without automated nurturing and content delivery, reps spend hours repeating the same messages.
Fragmented Sales Channels
Many manufacturers and distributors operate in siloed systems. Distributors lack visibility into marketing efforts, and HQ can’t track performance or follow-ups. This leads to lost opportunities, inconsistent messaging, and stalled growth.
Service and Maintenance Visibility
Medical devices and aesthetic equipment require ongoing service and warranty support. Without a connected system, teams lose time coordinating repairs, tracking parts, or managing recurring training — affecting customer satisfaction.
Ready to Align Sales, Education, and Support in One CRM?
Whether you sell directly or through a distributor network, HubSpot lets you track deals, manage leads, automate follow-ups, and simplify training and support. Octo360 customizes it to your product complexity, region, and market model.
Why HubSpot for Health Technology — and Why Octo360
Designed for Multi-Touch Sales
HubSpot supports long, regulated sales cycles with tools for lead nurturing, quoting, follow-ups, and stakeholder mapping. Whether you’re selling IPL machines or diagnostic scanners, you can guide prospects with automated content and timely outreach.
Octo360: Your Health Tech CRM Partner
Octo360 helps health technology companies deploy HubSpot with the right setup from day one. As a Gold HubSpot Partner, we understand your market, buyer personas, and after-sale needs. From managing product demos to scheduling technical training, we ensure your CRM fits your go-to-market model.
Marketing Hub
Educate your audience with targeted campaigns, landing pages, and webinars. Use workflows to automate follow-ups for inquiries about equipment features, certifications, or demos. Segment by region, language, or specialization for global success.
Sales Hub
Track leads from the first contact to closed-won. Map every stakeholder, automate outreach, send quotes, and monitor distributor performance. Deal stages and forecasting give full visibility across your pipeline — even across multiple teams or territories.
Service Hub
Simplify support with ticketing, knowledge bases, live chat, and customer portals. Manage post-installation support, warranty workflows, device maintenance, and technical onboarding — all from a single interface.
CMS Hub
Build a modern web presence for both direct and distributor channels. Add multilingual support, blog articles, video training, gated whitepapers, and FAQs to educate and convert prospects 24/7.
Operations Hub
Ensure accurate, real-time data across all departments. Sync your CRM with ERP or inventory tools, clean records automatically, and power custom reporting. Operations Hub helps health tech companies reduce admin and scale faster.
Book a Strategy Call with Our Experts
HubSpot helps sales, marketing, and support teams work together — no matter your distribution model. Partner with Octo360 and get a CRM strategy tailored to your technical products and market complexity.
Frequently Asked Questions About CRM for Health Technology
Is HubSpot compliant with healthcare regulations?
HubSpot is HIPAA-compliant and includes all the necessary security and administrative features, such as a Business Associate Agreement (BAA), required for healthcare organizations to handle Protected Health Information (PHI).
Octo360 will help you define compliant processes for handling sensitive data.
Can HubSpot support both B2B and distributor models?
Yes. HubSpot lets you create custom pipelines for both models and gives each sales rep or distributor access to tailored tools, documents, and performance insights.
How do I educate leads on complex devices using HubSpot?
With workflows, landing pages, gated content, and email nurturing. HubSpot helps you automate education so leads move through the funnel with content tailored to their interests.
What makes Octo360 a good partner for health tech companies?
Our team understands your industry’s complexity. We customize CRM setups for global teams, ensure multilingual workflows, and support training and demo scheduling to maximize lead conversion and post-sale satisfaction.
How fast can we implement HubSpot for a medical or beauty device company?
Most clients are live in 4–6 weeks. Octo360 provides full onboarding, data import, automation, and team training, tailored to your product category and team size.