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Pharma Workflow Map

Marketing manager
Marketing and Promotion
Sales manager
Sales and Distribution
Sales representative
Field work
Customer service representative
Service and Support
Production supervisor
Production
Compliance officer
Approvals & Compliance
HR manager
Corporate functions
Marketing and Promotion
Sales and Distribution
Field work
Service and Support
Production
Approvals & Compliance
Corporate functions

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

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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.

Partners and marketplace ecosystem

Industry-focused Implementation partners

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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:

  1. Feature scope - assess the range of features offered by the CRM, ensuring it provides a comprehensive solution for your needs.
  2. Regulatory compliance - ensure the software meets industry-specific regulatory requirements.
  3. Customization options - look for a pharma CRM that can be tailored to your company’s unique workflows and processes.
  4. Integration capabilities - choose a CRM that integrates with your existing systems to ensure seamless data flow.
  5. AI assistance - opt for software with advanced AI features for better data analysis and insights.
  6. Ease of use - choose a CRM solution that offers an intuitive interface and streamlined navigation to ensure quick adoption and enhance user experience.
  7. Scalability options - select a CRM that can grow with your business, accommodating increased data, users, and additional features as your company expands.
  8. 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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