About this template

Optimize your pharmaceutical sales process with a comprehensive CRM solution. Track physician interactions, manage drug sample distribution, and ensure compliance with industry regulations. Streamline your sales pipeline and improve customer relationships within the pharmaceutical industry.

What’s included

Boards

Accounts Board - The Accounts board is designed to maintain comprehensive information about pharmaceutical companies. It includes columns for the company name, industry, number of employees, and headquarters location. This board helps in tracking all vital details of each company, including contact information and ongoing deals. The 'Domain' and 'Company profile' columns provide quick access to company websites and profiles, enhancing research and communication efficiency.
Leads Board - The Leads board manages potential clients and tracks their status from initial contact to conversion. It features columns for lead name, status, company, title, email, and phone number. The 'Create a contact' button streamlines adding new contacts, while the 'Last interaction' date ensures timely follow-ups. This board helps pharmaceutical sales teams efficiently manage their lead pipeline and prioritize high-potential leads.
Contacts Board - The Contacts board centralizes all contact information, including email, phone number, title, and company. It also relates contacts to their respective accounts and deals, providing a clear overview of their interactions. The 'Priority' and 'Type' statuses help prioritize outreach, while the 'Comments' column allows for detailed notes. This board ensures that no contact is overlooked and supports personalized communication strategies.
Deals Board - The Deals board tracks the progress of pharmaceutical sales opportunities through various stages. It includes columns for deal name, stage, owner, value, and expected close date. The 'Close Probability' and 'Forecast Value' columns assist in sales forecasting, while the 'Last interaction' date ensures timely follow-ups. This board helps sales teams manage their pipeline effectively and focus on closing high-value deals.
Samples Board - The Samples board manages the distribution and status of pharmaceutical samples. It includes columns for sample name, type, received date, expiry date, status, lab technician, and location. This board ensures proper tracking and management of samples, preventing issues such as expired samples or mismanagement. It also facilitates coordination between sales and laboratory teams.
Lab Results Board - The Lab Results board tracks the testing and results of pharmaceutical samples. It includes columns for sample ID, test type, result date, result status, and lab technician. The 'Comments' column allows for detailed observations. This board ensures accurate and timely recording of lab results, supporting quality control and regulatory compliance in pharmaceutical operations.

Dashboards & Reports

Annual Target - Helps pharmaceutical professionals track yearly sales targets, ensuring alignment with corporate goals and identifying any gaps early to adjust strategies accordingly.
Monthly Target - Monitors monthly sales performance, providing insights into short-term achievements and allowing for timely interventions if targets are not being met.
Average Deal Value - Tracks the average value of deals, helping to assess the profitability of different products and prioritize high-value deals.
Active deals - Forecasted Revenue - Projects potential revenue from active deals, aiding in financial forecasting and resource allocation for ongoing sales efforts.
Deal status distribution - Visualizes the current stage of all deals in the pipeline, allowing for quick identification of bottlenecks and areas that need attention.
Actual Revenue by Month (Deals won) - Reports on monthly revenue from closed deals, providing a clear view of financial performance and trends over time.
Pipeline conversion - Shows the conversion rates at different stages of the sales funnel, helping to optimize the sales process and improve overall efficiency.
Activity tracker - Logs all sales activities, ensuring that follow-ups and client interactions are timely and effective, which is crucial in maintaining strong client relationships.
Forecasted Revenue by month - Estimates monthly revenue based on current pipeline, assisting in financial planning and goal setting.
Forecasted Revenue by Stage - Breaks down expected revenue by deal stage, highlighting which stages contribute most to forecasts and where sales efforts should focus.
Deals Stages by Rep - Analyzes deal stages by individual sales reps, helping to identify top performers and areas where additional training or support may be needed.
Deal Progress based on Month Added - Tracks the progress of deals from the month they were added, providing insights into sales cycle lengths and efficiency improvements.

Automations

When new email arrives → Notify item subscribers with a message - Ensures prompt follow-up on new communications, essential for maintaining strong client relationships in the pharmaceutical industry.
When an email is opened → Notify item subscribers with a message - Alerts the team when a client or prospect engages with an email, allowing for timely and relevant follow-up actions.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines contact management, ensuring new contacts are properly organized and accessible for future interactions.
When a lead is created → Set its status to 'New Lead' - Automatically updates lead status, ensuring that no new potential client is overlooked and the sales process is initiated promptly.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps track of the most recent interactions with clients, helping sales teams maintain up-to-date records and plan future engagements effectively.

Frequently asked questions

How can this CRM template help me track physician interactions and maximize outreach?

This CRM template allows you to log all interactions with physicians, including meeting notes, follow-up tasks, and communication history. It helps you manage and prioritize outreach efforts to build stronger relationships with healthcare providers.

How does this CRM assist with managing drug sample distribution?

The template includes specific columns to track drug sample requests, approvals, and deliveries. It ensures proper documentation and compliance with industry regulations for sample distribution.

Can this CRM solution help me stay compliant with pharmaceutical industry regulations?

Yes, the CRM includes features to document interactions, manage sample distribution, and ensure that all activities meet industry compliance standards. This helps you stay within legal and ethical guidelines.

How can this CRM improve my sales pipeline management in the pharmaceutical industry?

The CRM template provides a structured workflow to manage leads, track progress, and forecast sales. It helps you organize and prioritize tasks, ensuring a more efficient and effective sales pipeline.

Does this CRM solution support tracking of drug efficacy feedback from physicians?

Yes, the CRM has dedicated columns for logging feedback from physicians regarding drug efficacy. This information can be used to adjust marketing strategies and improve product development.

How can this CRM template help with managing key account relationships in pharmaceuticals?

The CRM template allows you to manage key account details, track interactions, and set reminders for follow-ups. It helps you maintain strong relationships with your most important clients and ensures consistent engagement.

Can this CRM assist in coordinating pharmaceutical sales team activities?

Yes, the CRM template includes features to assign tasks, track progress, and monitor team performance. It helps ensure that all team members are aligned and working towards common goals.

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About this template

What’s included

Frequently asked questions

How can this CRM template help me track physician interactions and maximize outreach?

How does this CRM assist with managing drug sample distribution?

Can this CRM solution help me stay compliant with pharmaceutical industry regulations?

How can this CRM improve my sales pipeline management in the pharmaceutical industry?

Does this CRM solution support tracking of drug efficacy feedback from physicians?

How can this CRM template help with managing key account relationships in pharmaceuticals?

Can this CRM assist in coordinating pharmaceutical sales team activities?

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