About this template

Pharma IT Support CRM Template manages service tickets, routes requests, and enforces SLAs. Dashboards and automations ensure faster resolutions for teams.

What’s included

Boards

Accounts Board - This board helps IT Support Specialists in the pharmaceutical industry manage detailed information about various companies. It includes columns for company names, domains, contact information, deals, industry types, employee numbers, headquarters location, and company profiles. This comprehensive view allows for efficient tracking and management of company accounts, ensuring that all relevant data is readily accessible for support and decision-making purposes.
Leads Board - This board is designed to help IT Support Specialists track and manage potential clients. It includes columns for lead names, status, contact creation, company information, titles, email addresses, phone numbers, last interactions, and active sequences. By maintaining a structured approach to lead management, IT Support Specialists can ensure timely follow-ups and effective communication, ultimately leading to higher conversion rates.
Contacts Board - This board centralizes all contact information, allowing IT Support Specialists to efficiently manage relationships with individuals. It includes columns for names, email addresses, associated accounts and deals, deal values, phone numbers, titles, contact types, priority levels, comments, company information, and activities. This detailed contact management system ensures that all interactions and relevant details are tracked, facilitating better customer service and support.
Deals Board - This board is essential for tracking the progress of various deals in the pharmaceutical industry. It includes columns for deal names, stages, owners, deal values, associated contacts and accounts, expected close dates, close probabilities, forecast values, last interactions, and quotes & invoices. By providing a clear overview of deal statuses and their potential outcomes, IT Support Specialists can prioritize efforts and resources effectively to close deals successfully.
Compliance Audits Board - This board assists IT Support Specialists in managing compliance audits, which are crucial in the pharmaceutical industry. It includes columns for audit names, types, scheduled dates, auditors, statuses, results, and follow-up actions. By organizing and tracking audit details, IT Support Specialists can ensure regulatory compliance and address any issues promptly, maintaining the integrity and standards of the organization.
Incident Reports Board - This board helps IT Support Specialists manage and track incident reports. It includes columns for incident names, types, dates reported, reported by, statuses, descriptions, and follow-up actions. By systematically recording and addressing incidents, IT Support Specialists can quickly resolve issues, improve response times, and maintain a high level of operational efficiency and safety within the organization.

Dashboards & Reports

Annual Target - This dashboard helps IT Support Specialists in the pharmaceutical industry ensure that the CRM system is tracking annual sales targets accurately. Monitoring these targets helps in aligning IT infrastructure to support sales goals.
Monthly Target - By tracking monthly sales targets, IT Support Specialists can ensure that the CRM system is providing up-to-date and accurate data, enabling quick adjustments to IT resource allocation and performance tuning as needed.
Average Deal Value - This dashboard provides insights into the typical deal size, helping IT Support Specialists to optimize data storage, processing requirements, and ensuring that the CRM can handle the volume of data efficiently.
Active deals - Forecasted Revenue - By monitoring forecasted revenue from active deals, IT professionals can predict system load and prepare the infrastructure accordingly, ensuring high availability and performance.
Deal status distribution - This dashboard helps IT Support Specialists identify how deals are progressing through various stages, allowing them to tune system alerts and notifications to support the sales team effectively.
Actual Revenue by Month (Deals won) - By tracking actual revenue on a monthly basis, IT Support Specialists can ensure that the CRM system is accurately reflecting completed deals, which is critical for reliable reporting and forecasting.
Pipeline conversion - This dashboard provides insights into conversion rates at different stages of the sales pipeline, enabling IT Support to optimize workflow automations and ensure seamless transitions between stages.
Activity tracker - By monitoring user activities within the CRM, IT Support Specialists can identify and address any system issues or inefficiencies, ensuring smooth operation and user satisfaction.
Forecasted Revenue by month - This enables IT Support Specialists to anticipate and manage system performance and storage needs based on expected revenue inflows, ensuring the CRM system remains robust and responsive.
Forecasted Revenue by Stage - This dashboard aids in understanding revenue projections at various pipeline stages, allowing IT Support to fine-tune system processes and support mechanisms specific to each stage.
Deals Stages by Rep - By tracking deals stages per sales representative, IT Support Specialists can ensure personalized and efficient support, optimizing the CRM to cater to individual user needs and performance patterns.
Deal Progress based on Month Added - This dashboard helps in tracking the progress of deals over time, enabling IT Support to identify trends and potential system issues that may arise from deal progression patterns.

Automations

When new email arrives → Notify item subscribers with a message - This automation ensures that critical communication is promptly highlighted, allowing IT Support to maintain system alertness and user engagement.
When an email is opened → Notify item subscribers with a message - By notifying users upon email opens, this automation helps IT Support to track user interactions and address any system lag or notification issues promptly.
When 'Create a contact' is clicked → Move the item to the Contacts board - This automation streamlines contact management, reducing manual entry errors and ensuring that IT systems can handle automated data flows efficiently.
When a lead is created → Set its status to 'New Lead' - This ensures that new leads are automatically categorized, reducing administrative workload and allowing IT Support to focus on maintaining system integrity and performance.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - This automation keeps interaction records up-to-date, enabling IT Support to ensure accurate and timely data, which is essential for reliable CRM operation and user trust.

Frequently asked questions

How can this template help me manage IT support tickets in a pharmaceutical company?

This template allows you to efficiently track and manage IT support tickets, ensuring quick resolution and prioritization based on urgency and compliance requirements.

How do I track software and hardware inventory specific to pharmaceutical industry needs?

The template includes dedicated boards for managing software licenses, hardware assets, and their maintenance schedules, tailored to the needs of pharmaceutical operations.

Can this CRM template help with compliance and regulatory requirements in pharmaceuticals?

Yes, it features compliance tracking boards that help ensure all IT processes meet pharmaceutical industry regulations and standards.

How does this template assist in coordinating IT support for multiple pharmaceutical sites?

It offers centralized management of IT support tasks, allowing you to oversee and coordinate support activities across various pharmaceutical locations efficiently.

What features does this template offer for managing software updates and patches?

The template includes a board to schedule, track, and document software updates and patches, ensuring all systems are up-to-date and compliant with industry standards.

How can this CRM solution enhance communication within the IT support team in a pharmaceutical company?

It provides tools for internal communication, collaboration, and documentation, enabling seamless information sharing and task management among IT support team members.

Does this template support integration with other pharmaceutical IT systems?

Yes, the template is designed to integrate with other IT systems commonly used in the pharmaceutical industry, ensuring seamless data flow and process automation.

Related templates

Wholesale Operations Management CRM Template

By Monday CRM

Wholesale Finance Management CRM Template

By Monday CRM

Waste Management CRM Template for for Account Executives

By Monday CRM