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- Pharma Reps CRM
- Data model
The tables behind Pharma Reps CRM
Pharma Reps CRM ships with 13 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 13
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Organization and people:
Organizations, Accounts, Contacts, team members and Users establish the operating unit, healthcare account and people involved.
Commercial work:
Opportunities and opportunity lines connect account discussions to Products, while relationship activities records dated follow-up.
Field review:
Sample visits carries practitioner and sample details; review decisions and record attachments hold decisions and supporting material.
Operation history:
Operation receipts records actions such as qualification against an opportunity.
Every table, by feature
- Accounts
A clinic, hospital, or practice reps sell to, used to track potential, status, and territory coverage.
Linked to Organizations - Contacts
A person at a healthcare account, like a doctor or office staff, used to manage outreach and relationships.
Linked to Accounts, Organizations - Opportunities
A potential deal with an account, used to track its value, stage, and expected close date.
Linked to Organizations, Team members, Accounts, Contacts - Sample visits
Authorized sample visit records: practitioner, visit date, sample quantity, lot number and review lifecycle.
Linked to Opportunities, Organizations, Accounts, Team members - Organizations
A company or business unit running the CRM, used to separate data and settings by organization.
- Contacts
A person at a healthcare account, like a doctor or office staff, used to manage outreach and relationships.
Linked to Accounts, Organizations - Accounts
A clinic, hospital, or practice reps sell to, used to track potential, status, and territory coverage.
Linked to Organizations - Opportunities
A potential deal with an account, used to track its value, stage, and expected close date.
Linked to Organizations, Team members, Accounts, Contacts - Relationship activities
A call, visit, or task tied to a deal, used to plan and log outreach with accounts and contacts.
Linked to Opportunities, Team members, Organizations - Organizations
A company or business unit running the CRM, used to separate data and settings by organization.
- Opportunities
A potential deal with an account, used to track its value, stage, and expected close date.
Linked to Organizations, Team members, Accounts, Contacts - Accounts
A clinic, hospital, or practice reps sell to, used to track potential, status, and territory coverage.
Linked to Organizations - Contacts
A person at a healthcare account, like a doctor or office staff, used to manage outreach and relationships.
Linked to Accounts, Organizations - Opportunity lines
A single product or item within a deal, used to track quantities, pricing, and discounts offered.
Linked to Opportunities, Products - Products
A drug or item the team sells or promotes, used to track pricing and availability for deals.
Linked to Organizations - Relationship activities
A call, visit, or task tied to a deal, used to plan and log outreach with accounts and contacts.
Linked to Opportunities, Team members, Organizations - Operation receipts
A logged record of an action taken on a deal, used as proof and audit trail for compliance reviews.
Linked to Organizations, Opportunities, Team members
- Products
A drug or item the team sells or promotes, used to track pricing and availability for deals.
Linked to Organizations - Opportunity lines
A single product or item within a deal, used to track quantities, pricing, and discounts offered.
Linked to Opportunities, Products - Opportunities
A potential deal with an account, used to track its value, stage, and expected close date.
Linked to Organizations, Team members, Accounts, Contacts - Organizations
A company or business unit running the CRM, used to separate data and settings by organization.
- Accounts
A clinic, hospital, or practice reps sell to, used to track potential, status, and territory coverage.
Linked to Organizations
- Sample visits
Authorized sample visit records: practitioner, visit date, sample quantity, lot number and review lifecycle.
Linked to Opportunities, Organizations, Accounts, Team members - Opportunities
A potential deal with an account, used to track its value, stage, and expected close date.
Linked to Organizations, Team members, Accounts, Contacts - Accounts
A clinic, hospital, or practice reps sell to, used to track potential, status, and territory coverage.
Linked to Organizations - Review decisions
A recorded approve or reject call on a submitted record, used to track compliance sign-off.
Linked to Opportunities, Team members, Sample visits, Organizations - Record attachments
A file, photo, or link attached to a deal or visit, used to back up notes with supporting evidence.
Linked to Opportunities, Organizations, Sample visits - Team members
A sales rep or staff member on the team, tracked here for assigning territories, accounts, and deals.
Linked to Organizations
- Review decisions
A recorded approve or reject call on a submitted record, used to track compliance sign-off.
Linked to Opportunities, Team members, Sample visits, Organizations - Record attachments
A file, photo, or link attached to a deal or visit, used to back up notes with supporting evidence.
Linked to Opportunities, Organizations, Sample visits - Operation receipts
A logged record of an action taken on a deal, used as proof and audit trail for compliance reviews.
Linked to Organizations, Opportunities, Team members - Sample visits
Authorized sample visit records: practitioner, visit date, sample quantity, lot number and review lifecycle.
Linked to Opportunities, Organizations, Accounts, Team members - Opportunities
A potential deal with an account, used to track its value, stage, and expected close date.
Linked to Organizations, Team members, Accounts, Contacts - Relationship activities
A call, visit, or task tied to a deal, used to plan and log outreach with accounts and contacts.
Linked to Opportunities, Team members, Organizations
Keys and references
Accounts and Contacts each reference Organizations, and Contacts references Accounts. Opportunities references a team members owner, an Accounts counterparty and optionally a Contacts primary contact. Opportunity lines references Opportunities and can reference Products. Sample visits references Opportunities, Organizations and a team members owner, and can reference Accounts. Review decisions references Opportunities, Organizations and a team members reviewer, and can reference sample visits. Record attachments can reference an opportunity or visit. Operation receipts can reference an opportunity and actor.
Migration order
- Load Organizations and team members, then Products.
- Load Accounts and their Contacts.
- Load Opportunities and opportunity lines, then relationship activities.
- Load sample visits and their record attachments.
- Load review decisions and operation receipts with their parent references intact.
Set up Pharma Reps CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.