Pharma Reps CRM

Features

Industries

Reference

More

Start now
  1. Pharma Reps CRM
  2. Work with Proto
Reference

Put an AI agent to work in Pharma Reps CRM

Use an assistant to prepare account, opportunity and sample visit work.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 6 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Pharma Representative: Ask for open opportunities by owner, then inspect next steps and dated activities before an account visit.
  • Sales Manager: Ask which opportunities are in Proposal or Negotiation and which follow-ups are due.
  • Sample Reviewer: Ask for submitted visits with their practitioner, quantity, lot number and linked evidence.
  • Audit Reader: Ask for the decision history and attachment references for a particular visit.

What stays with a person

  • A person still decides whether a submitted visit is approved, rejected or returned and records the decision under their name.
  • Check the account and opportunity context before acting on a summary.
  • A product or evidence link needs a maintained source that your team can access.

A person still decides whether a submitted visit is approved, rejected or returned and records the decision under their name. Check the account and opportunity context before acting on a summary. A product or evidence link needs a maintained source that your team can access.

Set up Pharma Reps CRM your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started