How We Fixed Integra’s Broken Quoting System Across 10 Countries

Integra Case Study

Integra LifeSciences makes medical devices technology that saves lives. When they tried to expand into Europe, their Salesforce CPQ for medical device companies wasn’t keeping up with multi-country quoting, approvals, and compliance requirements. Sales reps were stuck generating quotes manually, waiting days for approvals, and constantly fighting with spreadsheets that couldn’t handle multiple currencies. Deals were slipping through the cracks, and they needed a solution fast.

The Problem

Fixing Broken Quoting in Global Medical Tech

Integra’s team knew they had problems. What they didn’t realize was how deep those problems went.

Their discount calculations kept breaking. You’d think currency conversion would be straightforward, but when you’re selling medical devices across Europe with different pricing rules per country, nothing is simple. The system wasn’t talking to their Oracle ERP properly, which meant finance was constantly cleaning up messes.

Then there was the code coverage issue. When Integra made changes for European markets, their existing tests started failing. They needed to hit 80% code coverage – not just for best practices, but because auditors were asking questions. For a medical device company, that’s not optional.

Sales reps were drowning in document generation. Imagine needing to create quotes in five different languages, with country-specific legal requirements, and different signature processes for each market. They were doing this manually. Every. Single. Time.

And here’s the real nightmare: Integra needed new pricing rules for Europe without breaking anything for their North American team. One bad deployment could shut down sales across the entire company.

The Solution

A Connected Engine for High-Tech Growth

Revenue Cloud for Life Sciences

We didn’t come in with a 50-page proposal. We rolled up our sleeves and started fixing things.

First week: Stop the bleeding. Our team went through every failed test, one by one. Boring work? Absolutely. Critical? You bet. We got code coverage back up to 80%, which meant the system was stable enough to actually build on. More importantly, it meant Integra could sleep at night knowing their Salesforce CPQ for medical device companies wouldn’t fall over.

Next: Build something that lasts. We wrote custom Apex classes and flows to handle the complex stuff – the business rules that Salesforce’s standard features just can’t touch. This wasn’t about showing off our coding skills. It was about making sure Integra could grow without hitting walls three months later.

Then came the hard part: Going global. We rolled out a standardized process across 10 European countries. Same core system, but customized for each market’s quirks. Germany handles contracts differently than France. Italy has different approval chains than the UK. We built for all of it.

Approvals got faster. We integrated workflows with email notifications so approvals didn’t sit in someone’s inbox for days. Sales managers could approve deals from their phone while getting coffee. Sounds basic, but it cut days off the sales cycle.

Finally: Automation that actually works. No more manual quote generation. The system now spits out accurate quotes automatically, handles currency conversions, and formats everything correctly for each country and language. Sales reps went from spending hours on paperwork to spending hours with customers.

The Results

Sales Acceleration and Guaranteed Compliance

Sales cycles got shorter. Not “10% improvement” shorter – actually, noticeably shorter. Reps were generating quotes in minutes instead of hours. Approvals that used to take three days were happening same-day.

We didn’t break North America. This might not sound impressive, but trust us – deploying complex European functionality without disrupting existing operations is harder than it looks. Both regions kept selling without a hiccup.

The system passed every test. That 80% code coverage wasn’t just a checkbox – it meant the platform could handle audits, handle scale, and handle whatever Integra threw at it next.

Europe started selling like pros. Teams across 10 countries went from fighting with spreadsheets to actually selling medical devices. That was the whole point.

Gurpreet Kaur, who runs Global Analytics and Strategic Initiatives at Integra, put it pretty simply:

— “ A5 was a strong partner in enabling this critical functionality that provides significant value. They presented expertise both in process and technology. Through this solution, the Integra commercial team can get accurate quotes in front of customers through proper approvals and real-time pricing, reducing the sales cycle significantly. CPQ has simplified the complex sales processes that allow our sales teams to spend more time with our customers.

Gurpreet Kaur

CVP & CIO, Global Analytics & Strategic Initiatives

Why It Worked

Our Technical Rigor and Collaborative Model

Revenue Cloud Advanced migration

Two reasons, and neither of them is rocket science.

We built for tomorrow, not just today.

Yeah, we fixed the immediate fires. But we also used advanced Apex development to build an architecture that won’t fall apart when Integra scales to new markets or launches new products. That 80% code coverage? That’s not just a number – it’s insurance against future headaches.

We worked like we were part of their team.

Our people embedded with Integra’s team across different regions. We sat in their meetings, understood their pain points, and built solutions that worked for how they actually sell – not how some textbook says they should sell.

Plus, we know about the medical devices industry. We understand why regulatory compliance matters, why audit trails can’t have gaps, and why you can’t just “move fast and break things” when you’re selling equipment that goes into operating rooms.

Where the Medical Devices Technology Industry Is Headed: Agentforce Revenue Management (formerly known Revenue Cloud Advanced)

Here’s what’s happening in the Salesforce world that matters for medical device technology companies.

Salesforce isn’t selling CPQ anymore. They’ve moved on to Revenue Cloud Advanced or Agentforce Revenue Management – newer platform that do what CPQ did, but with AI baked in from the ground up.

For companies like Integra running Salesforce CPQ for medical device companies today, this shift matters. Not because their current system will suddenly stop working — it won’t. But because the next evolution of commercial operations is already here, and it’s built differently.

What makes Agentforce Revenue Management different:

It’s faster because AI handles the repetitive stuff. Think quote generation, pricing recommendations, and contract reviews that happen in seconds instead of hours. Agentforce can automatically suggest optimal pricing based on deal history, customer segments, and margin targets.

It’s built for flexibility. Want to launch subscription models for medical devices technology? Usage-based pricing for consumables? You can do that without writing custom code or waiting months for developers.

The compliance story is stronger. Built-in contract lifecycle management with version control and unchangeable audit trails. When regulators show up, you’re not scrambling to piece together documentation from three different systems.

Everything connects better. API-first architecture means real-time integration with your ERP, quality management systems, and whatever else you’re running. Sales, finance, and fulfillment finally work from the same data.

What This Means for Medical Device Technology Companies

If you’re running Salesforce CPQ today, you’re in good company. Integra is too, and their system is humming along nicely after our work together.

But here’s what smart companies are starting to think about:

The migration conversation will happen eventually. Not this quarter, maybe not this year. But as Salesforce continues investing and enhancing Revenue Cloud Advanced or Agentforce Revenue Management and adding more AI capabilities through Agentforce, the gap between what CPQ can do and what the newer platform offers will keep growing.

Your proven processes transfer. The good news? Everything we built for Integra – the workflows, the approval chains, the multi-country logic – that all carries forward. Migration isn’t starting from scratch. It’s moving working processes to a more powerful platform.

AI changes the game for global sales. When you’re selling across 10 or 20 countries, Agentforce can spot patterns humans miss. Which pricing strategies work in Germany versus Italy. Which discounts close deals faster. Which approval bottlenecks slow you down. That intelligence gets more valuable as you scale.

Why Medical Device Technology Companies Call Us

We’re not the cheapest option. We’re the team that actually understands what you’re dealing with.

Medical device technology sales are complicated. You’ve got complex product configurations, regulatory requirements that vary by country, integration headaches with specialized systems, and approval processes that need ironclad audit trails. Plus, you’re probably managing channel partners with their own pricing rules.

We’ve done Salesforce CPQ for medical device companies implementations for multiple manufacturers. We know the pain points because we’ve fixed them before. Our team understands both the Salesforce platform and your industry’s specific requirements.

That combination is rarer than you’d think.

Ready to fix your quoting system? Let’s talk about what’s actually broken and how we can fix it. Contact A5 to discuss your Salesforce CPQ implementation challenges.

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Satch Patel, Executive Vice President, MD, UK & EMEA

Satch brings 25+yrs of enterprise global solution experience having contributed to the growth of some of the worlds largest marquee software and hardware giants in the industry from Oracle Corporation, Sun Microsystems, Cisco/EMC, to Apttus & Salesforce.
 
Satch has helped many blue chip organisations realise their vision to modernize their systems from the front office to back office revenue operations to meet the demands of today’s radically transforming and digitally-driven business models, having worked with the likes of Linklaters, CliffordChance, Barclays, RELX Group, Microfocus, Novartis, Siemens, PayPal, Vista Equity Group Companies, London Stock Exchange, TPICAP and Princes Trust.
 
With his leadership approach, experience and passion for helping companies drive transformative change, Satch has a deep expertise in many industries, technologies and best practices across the lead to revenue lifecycle and how driving such digital transformation(s) can improve business growth and increase operational efficiencies  as well as preparing businesses for M&A activities.

Brion Schweers, Board Observer

Brion Schweers is a Senior Vice President of Product Management at Salesforce, currently managing the Revenue Cloud Solution Excellence team. During the past 30 years, Brion has assisted enterprises around the world in transforming their business by focusing on their Product-to-Cash processes. Prior to joining Salesforce Brion was VP & GM, CPQ at Apttus, VP, Sales & Success at A5 Consulting, served on the OAUG ConfigSIG Board and spent 15 years at Oracle in various roles related to their CX and CPQ products. Brion is also the executive Sponsor of Vetforce – Carolinas and is actively involved in the Salesforce Military program where he mentors Veterans and their spouses with actionable, personalized career advice.

Joseph Truhe, Board Member

Joseph Truhe has over 20 years of investing experience. Prior to joining Jefferson Capital in 2013 Joseph was a Portfolio Manager with Whitney Bank in New Orleans, Louisiana, where he oversaw the company’s Trust accounts and served as the Energy sector analyst for the Hancock Horizon Funds. Prior to Whitney, Joseph worked as an analyst and member of the investment committee at HFR Asset Management, a multi-billion dollar hedge fund platform in Chicago, Illinois. There, Joseph reviewed and maintained investment discretion over the firm’s Event Driven and Asia-focused hedge fund allocations. He was also responsible for the expansion of the firm’s Asia-focused fund offerings.  Joseph holds a BA in Economics from Yale University.

Steve Swartzman, Board Member

Steve Swartzman is a Principal and co-founder of CPC. Previously, as a co-founder of C3 Capital, he helped originate and manage over 35 investments, including national brands such as American Apparel, Traeger Grills, and Grunt Style. Steve’s chief focus remains consumer brands and e-commerce enablement businesses, and he currently serves on the boards of Grunt Style, Accel Clinical Research, Spoke Custom Products, Warne Scope Mounts, and New World Natural Brands.

Prior to C3, Steve structured and managed subordinated debt investments at KC Venture Group, and he spent 7 years as a Vice President with Citibank in New York, managing client relationships for emerging markets clients and structuring over $1 billion in complex trade financings. He is a past President of the Midwest chapter of the Small Business Investment Alliance, and he serves on the board of the International Center for Music at Park University in Kansas City.

Steve received a MBA from Columbia Business School and an AB in History and Literature from Harvard College.

He resides in Kansas City, where he was raised, with his wife Evelina and two sons, Harrison and Zandy. When he’s not working, his favorite activities are fishing, golfing, and eating.

Charles Scripps, Board Member

Chad has over ten years of experience investing in dynamic, growing businesses in diverse industries and geographies. His private equity experience includes HIG Capital, which has over $12B in capital under management, and AEA Investors, which manages over $3B of invested and committed capital. While at HIG and AEA, Chad led diligence, structuring, and financial analysis of potential and existing investments, and completed transactions in the industrial products and consumer services industries. Chad also has experience investing in the public equity markets, most notably as a Managing Director at Fox Point Capital, a $1B fund seeded by Julian Robertson of Tiger Management. He invested across a number of industries, including industrials, financials, technology, and consumer products, and led Fox Point’s international research. Prior to focusing his career on investing, Chad was a management consultant at McKinsey and Company, solving strategic problems for the world’s leading companies. Chad earned an MBA with Honors in Finance from the Wharton School at the University of Pennsylvania and a BS with Distinction in Chemical Engineering from the University of Wisconsin-Madison.

Lester F. Alexander II, Board Member

Les Alexander is a partner with Jefferson Capital Partners where he provides mezzanine and equity capital for growth and buyout transactions. Mr. Alexander is a member of the firm’s investment committee and serves on the board of directors of several portfolio companies where he is actively involved in strategic planning and corporate governance. Prior to joining Jefferson Capital, he worked at Advantage Capital Partners where he completed several portfolio company investments and served on the investment committee. Before becoming a private equity investor, Mr. Alexander served as president of Ferrara Fire Apparatus, Inc., a leading fire truck and emergency vehicle manufacturer. At Ferrara, he was responsible for managing a workforce of 450 employees producing over 300 vehicles annually for its domestic and international customers. As an investment banker for 15 years with such firms as Howard Weil, Southcoast Capital, and J.C. Bradford & Co., Mr. Alexander completed over 50 public offerings of debt and equity securities, private placements, and merger and acquisition transactions totaling more than $7 billion for public and private companies in a variety of industries. Mr. Alexander is an adjunct professor at Tulane University and Loyola University where he teaches graduate and undergraduate classes in investment banking, private equity & venture capital, advanced financial management, investments, and entrepreneurship. He is also the board president for Benjamin Franklin High School, a public charter school in New Orleans. Mr. Alexander is the former Chairman Finance of the Association for Corporate Growth (ACG) and served on the global Board of Directors. He is a founder of the Louisiana chapter of ACG and was a recipient of the ACG global Meritorious Service Award and the Louisiana chapter’s Outstanding Service Award. Mr. Alexander received his bachelor of science in Commerce from the University of Virginia in 1989 and his MBA from the University of North Carolina in 1993.

Patrick F. Healy, Board Member

Based in Kansas City, Mr. Healy is a co-founder of C3 Capital. He has been an active private equity investor since 1985 and was a co-founder of C3 Holdings in 1994. Prior to this time, he sponsored and structured equity investments in real estate. He gained extensive workout and restructuring experience as chair of the creditor’s committee of a $1 billion bankruptcy and from being called upon to rescue a publicly-traded company from a major fraud. Mr. Healy was a senior tax partner at Mayer Hoffman McCann, a regional CPA firm, for eleven years. He received a Bachelor of Science in Accounting from the University of Kansas.

Chris Waters, VP of Strategic Sales

As Vice President of Strategic Sales, Chris guides and influences all strategic sales activities at A5 , starting in presales activities, successful sales methodology, sales process, and continued revenue generation and expansion opportunities. Furthermore, he will provide oversight in strategic sales function for the company and develop strategic sales plans that will promote growth in sales and customer satisfaction. Chris has proven his commitment to sales leadership and organizational success through field leadership as National Sales Manager at Deluxe Corporation, Field Sales Manager within the Social / Analytics Cloud at Oracle, US Regional Manager for CPQ Major Accounts at Oracle and now as Vice President on Sr. Leadership Team at A5.

Keith Fox, GM Salesforce Canada

Keith Fox is a software and consulting veteran for the past 34 years. Keith started his career at EDS which was followed by 4-year stint offshore in Bermuda. Keith then returned to Canada where he held a number of progressive sales and technical positions with software companies such as Sybase, BEA, and Oracle. After his stint with Oracle, Keith founded Cloudware Connections, a premier Salesforce consulting partner. 11 years down the line, Cloudware was acquired by A5, and Keith joined as GM for Canada.

Tarun Sharma, Vice President Delivery

Tarun Sharma is Vice President Delivery at A5 and is responsible for customer success, project operations, recruitment, resource utilization, and sales operations functions for Oracle practice. As a business and technology leader Tarun helps businesses develop solution strategies to streamline the sales process and improve customer relations to drive revenues, profits, and build brand loyalty. Tarun has led customers through digital transformation journeys. He has commanded strategic and tactical initiatives to shorten sales cycles, increase deal values and productivity, improve brand awareness and help organizations become easier to do business with. He has helped customers modernize their sales enablement tools and present a single source of information to support an omni-channel sales approach. This includes global roll-out for multiple business units included multi-currency and multi-language. Tarun graduated from Texas A&M University with a Master’s degree in Industrial Engineering.

Adam Rosenfield, VP of Salesforce Practice

As Vice President of A5’s consulting practice – Adam is responsible for both strategic alliances with partners and expanded sales growth through the entire portfolio of A5 services. With over 20 years of Sr. level management consulting expertise – Adam has worn multiple hats in his career including practice development, sales, and client advisory. He has sold & delivered countless enterprise transformational initiatives creating a measurable competitive advantage for his customers. In addition to various technical software certifications, Adam holds an undergraduate and master’s degree in Accounting & Information Technology from the University of Texas at Austin and resides in El Paso Texas with his wife and 3 children.

PJ Alfrejd, CFO

As the CFO, PJ is responsible for all things financial at A5. With over 20 years of experience in financial leadership positions, PJ has worn all the hats required of a growing tech business. His extensive knowledge of the consulting industry, experience with M&A, and strength in operational finance is another catalyst to take A5 to the next level in its growth trajectory. PJ is a CPA with a BS in Accounting from the University of Illinois, Urbana-Champaign, and has held various finance leadership positions at Exodus/Savvis (acquired by Centurylink), Neohapsis (acquired by Cisco), and mFoundry (acquired by FIS).

Vinay Kruttiventi, President & CEO / Chairman of the Board

As the CEO of A5, Vinay plays an active role in all aspects of day-to-day business operations. He is also actively involved in establishing a strategy and vision for the company. As a true customer advocate with Salesforce and Oracle product development, Vinay is actively engaged in various industry user/special interest groups. Since founding the company in 2004, Vinay has grown the business into a leading Salesforce, and Oracle partner focused on multi-cloud transformations.

Vinay has successfully implemented and architected CPQ solutions and multi-cloud complex transformation projects for various Fortune 500 companies since 1996. He has a strong authority over industry, process, and technology in Configure-Price-Quote and ERP applications. Vinay graduated from Osmania University with a Bachelor of Engineering degree and JNTU (Jawaharlal Nehru Technical University) with a Master in Technology degree.