How Improvia Built an Efficient B2B Sales Operation for 150+ Healthcare Accounts with SimplyDepo

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?
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