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Pharma Workflow Map
Marketing manager
Sales manager
Sales representative
Customer service representative
Production supervisor
Compliance officer
HR manager
Marketing and Promotion
Segmentation
Find and reach out the right HCPs and HCOs, provide personalized communications, and develop effective campaigns for each segment
Campaign management
Build and manage complex multi-channel campaigns to effectively promote new pharmaceutical products while getting detailed insights into your campaign results
Lead management
Generate high quality leads and increase conversion rate by automating the end-to-end lead cycle – from capturing to hand-off to sales
Closed-loop marketing
Develop a personalized relationship with each HCP and refine your marketing strategies and messaging based on individual preferences you learn from previous interactions
Event management
Plan, manage and track various online and offline events aimed at promoting your brand and products; view all necessary information about the event in a single interface
Marketing resource management
Manage and optimize the entire pool of resources and workflows of your marketing team to increase productivity and improve the execution of marketing initiatives
Sales and Distribution
Contact and account management
Access comprehensive information about your HCOs and HCPs in on place, reach out to your customers through multiple channels, and make relevant sales pitches
Territory management
Structure your leads and accounts into sales territories with good potential based on various criteria (such as geography, product, account size, and others); assign your sales reps to the right territories for maximum sales efficiency
Field force management
Plan, monitor, and manage the activities of your field force using a single window interface: create a schedule of visits for each rep and setup rules and actions for working with different HCPs and HCOs
Product information management
Get a complete, up-to-date view of your product portfolio with detailed description of each medicine to improve sales planning, streamline pricing, and stay in front of health standards and regulations
Sales performance monitoring
Use a wide range of ready-made and customizable reports and dashboards to track your sales reps' performance, including visits, plans vs. actual results, cyclic tasks and other indicators
Field work
Visits and routes planning
Search for HCPs and HCOs nearby, mark routes and distances on the map, plan field visits in a calendar, and track the implementation of plans by geo-tags – all in a single solution
Activity management
Use your mobile device to create and schedule tasks, appointments, and calls, as well as view your daily routine – including a list of recommended actions for each specific HCPs and HCOs
Visit execution
Use your mobile device during the meeting with an HCP to present collateral from knowledge base; select products and place an order on your device in a few clicks
Performance analysis
View all the necessary field sales KPIs on your mobile device; use out-of-the-box reports and dashboards, as well as set up your own custom reports for any indicators
Service and Support
Omnichannel communications management
Use all communication tools in a single interface for more convenient and faster work; personalize communications with your customers through the channels of their choice – phone, emails, messengers or Self-Service portal
Contact center automation
Improve contact center efficiency by giving agents intelligent tools to easily manage case queues, make omnichannel communications, and monitor their own performance in a single window
Proactive case management
Manage the end-to-end case lifecycle using smart AI-powered workflows; provide impeccable customer service, making sure that all customer cases are resolved as efficiently and quickly as possible
Adverse events monitoring
Use any communication channel and a single knowledge repository to quickly record, find, and track reviews about the side effects of your products; generate detailed and timely documents and reports for health authorities in a few clicks
Production
Research and development
Use highly automated workflows and a single source of up-to-date information to make your R&D projects more transparent, agile, and cost-effective
Procurement of ingredients
Handle procurement and supply of the raw materials, services, and other resources that are needed for pharmaceutical manufacturing conveniently and efficiently thanks to smart, AI-driven workflows
Inventory management
Automate product data sharing and synchronization between multiple divisions, and avoid over-/understocking in warehouses
Partner information management
Strengthen relationships with the distributors, dealers, and the entire channel tier using an advanced partner portal that supports joint leads and opportunities management, campaign management, knowledge sharing, and more
Product lifecycle management
Reduce product development time, and increase margins by streamlining design, production, deployment, and maintenance workflows
Performance monitoring
Gain a full visibility into your real-time and historical performance data based on a 360-degree view of your production assets and workflows
Approvals & Compliance
Safety information management
Provide health authorities with timely documents and reports on the safety of your products; use a single solution with detailed and up-to-date product information, latest feedback across all products and geographies, and flexible analytics and document management tools
Privacy management
Implement customer and patient data workflows in accordance with the industry’s best practices and data privacy regulations (GDPR, CCPA, etc.)
Document management
Maintain contracts, agreements, and regulatory documents in a single database; save time by automating approvals for any documents, assets, or policies using highly customizable workflows
Legal case management
Streamline management of legal cases, ensure unified format for documents, and optimize legal-related workflows and collaboration process
Certification development
Track, monitor, and manage certification processes throughout the entire organization to ensure regulatory compliance
Internal audit
Manage audit workflows across all required healthcare, financial, physical, and legal assets within your organization
Corporate functions
Employee lifecycle management
Create unified and transparent HR workflows to optimize employee management, encompassing all aspects from hiring and onboarding to development, retention, and exits.
Employee request management
Enhance the employee experience by implementing a user-friendly solution that automates all request types, including vacation, travel, expenses, and more.
Collaboration and knowledge sharing
Streamline communications, enable collaboration, share insights and documents, plan tasks and meetings, and oversee reviews and approvals
Benefits of Pharma CRM Software
Enhanced HCP and customer relationships
Improve relationships with healthcare professionals (HCPs) and customers with personalized interactions and tailored offers.
Improved field operations
Boost the productivity and effectiveness of your field sales reps by automating route planning, call scheduling, and real-time data entry.
Streamlined regulatory compliance
Navigate complex regulations with confidence by ensuring that all your activities comply with HIPAA industry standards.
Optimized product lifecycle management
Optimize the performance of your pharmaceutical products by tracking and managing every stage of the product lifecycle.
Streamlined communication
Ensure clear and timely communication with healthcare professionals and clients across multiple channels.
Enhanced decision-making
Make more informed decisions with powerful real-time analytics, drive strategic planning and optimize resource allocation.
Customer success and genuine care
One of the largest and fastest-growing, independent providers of oncology pharmacy services Onco360 automates workflows with no-code and a maximum degree of freedom.
Medisca automates Marketing, Sales and Services workflows with Creatio to streamline operations, increase revenue, optimize customer experience and drive collaboration and efficiency.
Vetoquinol leverages Creatio’s no-code platform to automate industry-specific workflows & ensure ultimate business-IT alignment.
With Creatio’s no-code tools, Yuria Pharm has built its own platform to streamline operations and ensure the ultimate alignment of their cross-functional team.
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FAQ
What is CRM Software for the Pharma Industry?
CRM software for the pharma industry is designed to efficiently streamline workflows and manage healthcare professionals, as well as customer data. It provides essential features tailored to the pharmaceutical sector, such as medical product lifecycle management, adverse events monitoring, fieldwork management, and ensuring compliance with industry regulations.
Why Pharma Companies Need CRM Software?
CRM software effectively automates operations, elevating customer engagement, improving regulatory compliance, and optimizing relationships with healthcare professionals. It enhances sales efforts, streamlines data analysis, and supports better decision-making within pharmaceutical companies.
How important is AI in pharma CRM?
The role of AI in pharma CRM is crucial. It processes large volumes of data, personalizes interactions, and generates precise trend predictions.
Creatio CRM leverages its AI virtual assistant, Copilot, to deliver data-driven recommendations, next-best-offer suggestions, and provide actionable insights. For example, Copilot can automate drug distribution workflows, managing inventory, forecasting demand, and ensuring regulatory compliance with minimal human oversight.
Is Creatio CRM tailored for the pharma industry?
Yes, Creatio CRM provides customizable features and workflows tailored to the unique needs of the pharmaceutical sector, including complex regulatory requirements management, HCP interactions tracking, field force management, and product lifecycle optimization.
How to Choose Pharma CRM Software?
When choosing Pharma CRM software, consider the following factors:
- Feature scope - assess the range of features offered by the CRM, ensuring it provides a comprehensive solution for your needs.
- Regulatory compliance - ensure the software meets industry-specific regulatory requirements.
- Customization options - look for a pharma CRM that can be tailored to your company’s unique workflows and processes.
- Integration capabilities - choose a CRM that integrates with your existing systems to ensure seamless data flow.
- AI assistance - opt for software with advanced AI features for better data analysis and insights.
- Ease of use - choose a CRM solution that offers an intuitive interface and streamlined navigation to ensure quick adoption and enhance user experience.
- Scalability options - select a CRM that can grow with your business, accommodating increased data, users, and additional features as your company expands.
- Price - evaluate the cost of the software concerning its features and the value it provides.
What are the Most Important Features of Pharma CRM?
Key features of pharma CRM include:
- HCP and customer relationship management - track and manage relationships with healthcare professionals and customers to enhance their engagement and satisfaction.
- Regulatory compliance - ensure adherence to industry regulations and manage compliance documentation.
- Analytics and reporting - gain insights into market trends, sales performance, and operational metrics to make data-driven decisions.
- Field force automation - optimize sales reps’ activities, including route planning and call scheduling.
- Adverse events monitoring - manage pharmacovigilance data to track adverse events and safety reports, ensuring timely and accurate response.
- Sales forecasting - leverage historical data and market insights to predict future sales and resource needs.
- Collaboration and communication - facilitate collaboration across teams and ensure efficient multichannel communication with clients.
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