Pharmaceutical CRM
When the sample dispatch sits in the warehouse, the visit note on the medical representative's phone and the prescription data in a completely different file, which doctor relationship turned into product is not visible.
The visit, the samples left with the doctor and the budget spent build up under the same doctor record; the region's history stays even when the rep changes. Prescription data sits there too.
- Follow the field team's daily visits and route plan as they happen
- Record the samples and promotional material left with the doctor together with the budget used
- Analyse which doctor prescribes which product and build the field target accordingly
- Produce the report and the transaction trail required in a regulatory audit from the system itself
- Open a single WhatsApp number to the whole team with a team inbox, and have conversations assigned according to the rule you define
| Doctor Visit | A visit is a task; the representative, the doctor and the date sit in its fields, the visit note and the location are written to the same record, and the region's history stays in the record even when the team changes. |
|---|---|
| Samples and Promotion | The samples and promotional material left with the doctor are lines attached to the visit record; the quantity and the budget spent sit in fields, and the regional budget is read from the total of those lines. |
| Prescription Data | The doctor record carries product-based prescription fields; which doctor turned to which product comes out of the report on those fields, and the field target list is built from there. |
| Audit Trail | Field changes on records are stored with their date and their user; the transaction trail required in a regulatory audit is not compiled after the fact, it is taken from those records. |
| Scientific Meeting Attendance Record | A congress or scientific meeting the doctor attended is an attendance record attached to the doctor record; the meeting name, its date and the items covered sit in fields, and the invitation and the internal approval step leave a trace on the same record. |
In the pharmaceutical field a relationship with a doctor is not built with a single contact but with a series of visits spread over months; samples are left along the way and a share of the promotional budget is set aside. Because those contacts build up in the representative's own notebook, when that person changes region the history of the relationship goes with them, and whoever arrives next starts getting to know the same doctor from scratch.
Rapitek CRM builds up the visit, the sample left and the budget spent under the same doctor record; the region's history stays in place even when the team changes. Because prescription analysis runs on top of that accumulation, the target list comes out of measured behaviour rather than guesswork, and since records are stored with their date the moment they are created, the audit trail is not compiled after the fact. We, not you, configure the sector-specific field and report definitions; after the discovery call we give you a date, not a range.
Other industry pages in the same area: Medical Device CRM · Laboratory CRM · Biotech CRM · HealthTech CRM
