Our work — Medius

Medius: Better Sales and Marketing Alignment with Sales Cloud and Pardot

Medius is a leading global provider of accounts payable invoice automation solutions in the cloud. Founded in 2001, we now serve over 2,000 customers worldwide, and process 52 million invoices annually, with high density in retail, manufacturing and professional service sectors. Medius currently employs 220 accounts payable invoice automation experts working out of our headquarters in Sweden, and offices in the United States, Norway, Denmark, Poland, the Netherlands, Malaysia, and Australia.

We help our customers to achieve a touchless accounts payable process with greater control and less manual input. Our solutions MediusFlow and Ascendo Invoice enable a high level of fully automated invoice processing — some customers achieve more than a 90% touchless rate. This means our customers have more time to focus on the core of their business, and do what they do best.




Million annual invoices processed



Choosing a Future

Four years ago, Medius began their transition from a traditional software company to a cloud company. This impacted everything — the company culture, products, business model, customer focus and their overall perspective on business needed to change with them.

Medius realized that their CRM solution was not up to the task. It was complex and only available on-premise — not ideal for a cloud company. With their new solution, they wanted to combine power with ease of use to emphasize availability, performance, visibility, usability, and continued development.

Fluido became oMedius’ choice of implementation and change partner because of the deep knowledge of Salesforce as well as easy and pragmatic business approach. Fluido’s company size was also just right for Medius: large enough to be a solid company with great knowledge, and small enough to be pragmatic and fast-moving. It was great that Fluido was one of the partners Salesforce recommended — Medius team has enjoyed working with the Fluido team, and felt secure in the trust that Fluido could deliver what they promised.

Power and flexibility

Medius wanted a solution that offered enhanced usability through an intuitive user interface, that could easily be learned and implemented by their colleagues all over the world. Their goal was to gain better visibility, knowledge, and management of their entire sales process and particularly pipeline management. The project was owned by marketing and focused on sales process and customer management, but it was a company-wide implementation that affected a multitude of departments, including management, finance, consulting, delivery, support and of course sales.

Sales Cloud was implemented with integrations to other systems. Currently, Medius has approximately one hundred users company-wide contributing with their daily activities. In addition, they have another hundred users of Force.com.


"Fluido became our choice of implementation and change partner because of their deep knowledge of Salesforce and their easy and pragmatic business approach."

Fredrik André, VP Global Marketing

Increased Pipeline Visibility and Control

Medius is using Pardot B2B Marketing Automation by Salesforce for digital marketing and lead management. This has made it significantly easier to align marketing and sales organizations’ activities. Instead of separate processes for marketing and sales, they have one lead and sales process.

It is clear for them internally that this project has brought better pipeline visibility, which supports day-to-day pipeline management and forecasting. The pipeline visibility and forecast capabilities enable Medius to interact with their sales organization like never before. Having a dialogue with the team and planning future actions becomes simple and smooth when they can see where they should grow or accelerate the pipeline.

Medius’ employees are having an easier time with information, as this project has made relevant information more accessible across the organization globally. With Salesforce implemented by Fluido, Medius has better insight into their day-to-day business and also what lies ahead, including potential future business.


See more of Medius.

Next reference

Reference — St1

St1: Customer Experience and Customer Satisfaction in the New Digital Era

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