Medical Devices · Fathom BOS
3,653 quotes, 4,883 invoices, and 8,401 deals migrated into one system
The situation
Sutter Medical Technologies USA sells electrosurgery devices out of Alpharetta, Georgia, and runs its entire company, not just sales, on legacy tools stitched together by hand. Fathom BOS became the company's first Business Operating System deployment, replacing legacy CRM workflows for quotes, invoices, deals, the price book, assets and RefTab kits, rep sets, AR true-up, and department role views. Vera, Sutter's named agent, runs staged email cadences for credit holds and tiers and never sends without the rule behind it.
What Fathom did
- Migrated 3,653 quotes, 4,883 invoices, and 8,401 deals into Fathom BOS
- Built department role views for management, ops, logistics, reps, and 1099 distributors
- Deployed Vera for staged, fail-closed email cadences on credit holds and tiers
- Connected Salesforce sync and mail ingest for POs and demo requests
- Brought QuickBooks in through emailed report ingestion, no direct access needed
- Rolled out a badge scanner mobile app for trade shows
In their words
“This is my only to do for tomorrow after my kids get on the bus. Tomorrow, everything changes. Let’s go.”
Inside the product
Quotes & Price Book
Quotes, pricing, and deals in one system instead of a patchwork of spreadsheets.
Invoices & AR
Invoicing and AR true-up scoped to the department view.
Vera
Sutter's named agent for staged email cadences, fail-closed on credit holds and tiers.
RefTab Kits & Assets
Rep sets with indefinite checkout, condition, and last five locations.
Badge Scanner Mobile App
Trade show lead capture from a phone, no separate hardware.
Timeline
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