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- Pharma Reps CRM
- Who it's for
- Clinic coverage
Clinic coverage
A representative working several clinics needs a reliable account record for each location. The account holds its address, city, state, status and contact name. Contacts identify the people at that account, while each opportunity names its owner and counterparty. A visit can then point back to the opportunity and account where the field interaction happened.
How Pharma Reps CRM is set up for you
Local account identity
Use a consistent name and code for every practice so a representative can choose the correct location when recording a visit.
People at the clinic
Keep practitioners and office staff as contacts with their account, title and relationship role.
Field discussion
Give each opportunity an owner, expected close date, value and next step before adding activities.
Sample record
Record practitioner, visit date, sample quantity and lot number on the visit linked to that opportunity.
A representative working several clinics needs a reliable account record for each location. The account holds its address, city, state, status and contact name. Contacts identify the people at that account, while each opportunity names its owner and counterparty. A visit can then point back to the opportunity and account where the field interaction happened.
Start with one area and a few known clinics. Add the accounts and active contacts, then open an opportunity for a real conversation at one clinic. The representative should log the next meeting as an activity with a due date. If a sample visit occurs, record it under that opportunity and submit it for review. The reviewer can read the submitted visit, supporting attachment and account context before recording a decision.
Agree how the team distinguishes two clinics with similar names. Use address and account code during rehearsal. A manager should check whether the open opportunity and visit both point to the intended account. This matters most when one practitioner works at more than one location. Keep the relationship record accurate before trying to compare pipeline value or visit activity across the area.
Features to start with
Roles on the team
- Pharma Representative
- Owns account outreach, opportunities, activities and sample visit entries.
- Sales Manager
- Reviews account coverage, deal progress and field follow-up.
- Sample Reviewer
- Records decisions on submitted sample visits.
- Audit Reader
- Reads visit decisions and supporting evidence.
Set up Pharma Reps CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.