Company overview
Improvia is a US-based healthcare brand specializing in washable, reusable underpads designed specifically for professional medical and long-term care environments.
Their products are used across:
- Independent and regional pharmacies
- Durable Medical Equipment (DME) providers
- Nursing homes and assisted living facilities
- Hospitals and healthcare institutions
By replacing disposable underpads with durable, reusable alternatives, Improvia helps healthcare providers:
- Reduce operational waste
- Lower recurring supply costs
- Maintain high hygiene standards
- Improve sustainability compliance
As demand from institutional partners increased, Improvia expanded beyond direct-to-consumer into structured B2B distribution, requiring a scalable and professional distribution management software to support field sales, routing, orders, and invoicing.
The Challenge: Growing B2B Sales Without a System
When Improvia began expanding into B2B healthcare distribution, there was no dedicated sales system in place.
Field activity relied on:
- Manual Google Maps searches (“pharmacy near me”)
- Fragmented spreadsheets with no single source of truth
- No structured territory planning or sales territory management
- No centralized visit history or task tracking
As the number of healthcare accounts grew across multiple ZIP codes, manual tools became a bottleneck. Without structured routing and account management, scaling efficiently was not possible.
Why SimplyDepo
After evaluating multiple options, Improvia selected SimplyDepo as their core B2B sales platform — recognizing that routing alone was only one part of a complete sales operation.
SimplyDepo offered:
- Prospect discovery by ZIP code
- Smart route planning and optimization
- Account-level pricing control
- B2B order management and invoicing
- Sales performance dashboards
- Native QuickBooks integration
Instead of adding another point solution, Improvia built its entire B2B sales infrastructure on one platform — replacing the fragmented tool stack that was slowing their team down.
The Solution: One Platform for the Entire B2B Sales Process
With SimplyDepo, Improvia centralized all field sales operations into one system.
Prospect Discovery and Smart Routing
- Search for pharmacies, DMEs, and healthcare facilities by location and ZIP code
- Convert search results into optimized daily routes using route management software
- Google Maps integration for turn-by-turn navigation
Account Management in the Field
- Open each account directly from the route
- Take visit notes and create follow-up tasks with built-in task management
- Convert prospects into active customers during visits
Orders, Pricing, and Invoicing
- Create orders directly from customer profiles
- Set custom pricing per customer
- Send invoices from the same platform
- Sync everything to QuickBooks automatically — no manual reconciliation
Sales Visibility and Control
- Dashboard showing monthly sales performance and rep activity tracking
- Centralized overview of all B2B activity
- One source of truth for field sales data
The Impact: More Visits, Less Driving, Better Focus
Improvia didn’t migrate from an outdated system — they built their B2B infrastructure correctly from day one.
Results included:
- Up to 4x less time spent driving — optimized routes mean reps visit more accounts per day
- Structured management of 150+ healthcare accounts — every account, visit, and order tracked in one system
- Faster prospect-to-customer conversion — reps convert leads on the spot during visits
- One platform replacing multiple disconnected tools — no more spreadsheets, manual maps, or separate invoicing apps
- Clear visibility into daily and monthly sales activity — managers see performance in real time, not days later
Instead of reacting to growth, Improvia built a scalable system early — allowing expansion without operational chaos.
What the Sales Team Says
“We initially came to SimplyDepo just looking for a route planner. But once we started using it, we realized it’s much bigger than that. I can find prospects, build routes, visit accounts, create orders, send invoices, and track my sales – all in one place.
SimplyDepo completely changed how we manage our B2B sales.”Chaim Stern, Sales Manager at Improvia
More Than Software – A True Partnership
Beyond functionality, Improvia highlighted the direct collaboration with the SimplyDepo team as a major advantage.
Feature requests didn’t disappear into a backlog. Instead, they became real improvements, including:
- ZIP-code-based prospect search
- Flexible customer-level pricing
Ready to build your B2B sales operation on one platform?
Start your 30-day free trial — includes free team training, no annual contracts.
You shouldn't need 5 tools to run distribution.
