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Common CRM problems in Pharmaceuticals

Why most CRMs
don't work for
Pharmaceuticals

Most CRMs lack the workflow flexibility, automation, and compliance features needed to manage regulated, multi-step pharmaceutical processes, leading to poor support for non-linear operations and complex stakeholder needs.

Illustration showing common CRM problems and frustrations

Common frustrations seen across the Pharmaceuticals field

"Our CRM doesn’t adapt to our multi-stage approval workflows."

"Automating compliance checks is nearly impossible with this platform."

"Tracking partnership activities across teams is chaotic and error-prone."

"We can’t efficiently customize the system for our regulatory requirements."

Monday.com CRM solution for Pharmaceuticals

So, What makes monday CRM
perfect for Pharmaceuticals?

Simplifies Compliance

Automates record-keeping and provides audit trails to help teams meet strict regulatory requirements.

Centralized Data Access

Keeps all stakeholder and customer data in one place for real-time updates and better coordination.

Seamless Team Collaboration

Enables easy file sharing, communication, and feedback so teams can work together without delays.

Powerful Automations

Reduces repetitive tasks and speeds up processes, letting teams focus on high-value activities.

Use cases for Pharmaceuticals

Key use cases

Teams in the pharmaceuticals industry use monday CRM to streamline complex workflows, enhance compliance, and improve relationships with healthcare stakeholders.

🗂️

Centralized Stakeholder Management

Store all healthcare provider, distributor, and partner data in one secure, organized platform for effortless access and relationship nurturing.

📅

Field Rep Visit Scheduling

Automate and track field rep appointments with doctors and pharmacists, ensuring efficient coverage and timely follow-ups.

✅

Regulatory Compliance Tracking

Maintain detailed, auditable records and automate compliance tasks to minimize regulatory risks and simplify audits.

📈

Sales and Marketing Campaign Management

Coordinate and monitor drug launches, marketing initiatives, and sample distributions to maximize impact and ensure alignment across teams.

🔄

Workflow Automation

Automate repetitive tasks—from follow-up reminders to reporting—freeing teams to focus on high-value activities and patient care.

🔗

Seamless Integrations

Connect existing pharma tools and platforms to unify operations, ensuring smooth data flow and a holistic view of business activities.

Integrations and FAQ

Everything
integrated

Frequently
asked
questions

monday CRM lets you track all interactions and communication with healthcare partners in one place, making it easy to follow up and build stronger relationships.

Yes, you can automatically capture, organize, and assign leads so your sales team knows exactly who to reach out to and when, ensuring no opportunity is missed.

With visual dashboards and activity tracking, you get a real-time overview of sales progress and team performance by region or territory.

You can set up no-code automations for tasks like assigning leads, following up with clients, or sending reminders, saving your team valuable time.

monday CRM's mobile app allows your team to access contact details, log calls, and update activity from anywhere, making fieldwork seamless.

You can easily import all your existing contacts, leads, and accounts from Excel or other systems directly into monday CRM for a smooth transition.

monday CRM alerts you to duplicate entries and helps merge them, keeping your contact database clean and reliable.

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