PharmaData

Additional features

Visit documentation

Record customer visits and interactions

Master data management

Maintain complete customer profiles and company data

Sample management according to Medicinal Products Act

Track and control sample distribution

Batch management

Manage product batches efficiently

Selection module

Filter and select relevant customer or product data

Document management

Store and organize documents within the system

Visit planning with calendar management

Schedule visits and tasks using integrated calendar

Route planner

Optimize travel routes for field staff

Task management

Assign and monitor tasks for employees

Material order

Request and manage materials through the CRM

Native integration into CRM workflow

Seamlessly connect all modules

Direct acceptance of sample requests

Capture and process requests instantly

Integrated monitoring

Track virtual visits and interactions

GDPR compliant server in Germany

Ensure data privacy and regulatory compliance

Increase of contact frequency

Maintain regular customer engagement

Sustainable and climate-friendly field service

Reduce environmental impact of operations

Master, delivery, and billing address management

Organize customer addresses efficiently

Branches and purchasing groups

Manage complex customer structures

Various types of sales

Support drop shipping, transfer orders, and direct business

Discount management

Apply item, bundle, scale, invoice, and combined discounts

Order history

Keep full records of past orders

Fax-Avis, label printing, and delivery notes

Support administrative processing

Interfaces to ERP systems

Connect with SAP, EDIFACT, proALPHA, Navision, and more

Sales statistics

Track performance of employees and products

Visit frequency analysis

Evaluate the number and pattern of visits

Employee indicators

Monitor staff productivity and performance

Visit ratings

Assess quality and outcomes of customer visits

Overview lists

Summarize important data for quick reference

Daily, monthly, and annual reports

Generate comprehensive reports

Commission calculation

Compute employee commissions accurately

Geographical analyses

Map and evaluate sales by region

User and role assignment

Define permissions and responsibilities

Insert, delete, and change initialization data

Maintain system settings

Establish key action packages for visits

Prepare standard visit procedures

Duplicate search in address and personal data

Identify and correct duplicates

Clearing and master data correction

Maintain data accuracy

Provision of individual reports

Generate customized reporting

Automated dispatch of reports

Send reports without manual effort

Territory creation and restructuring

Organize sales regions

Notification of missing daily reports

Track incomplete submissions

Interface to address data formats

Connect with direct and online systems

Multi-stage approval procedure

Approve events or tasks through defined stages

Different event types

Manage multiple formats of events

Coordination and timing of preparations

Schedule event logistics efficiently

Speakers management

Organize participants and presenters

Automatic documentation in CRM system

Record all event activities

Automatic creation of invitations

Generate invitations directly from CRM

Schedule monitoring

Track timelines for events

Cost documentation

Record expenses related to events

Event history

Keep detailed records of past events

Direct address import from customer database

Use existing data for campaigns

Barcode generation and recognition

Automate response evaluation in marketing

Automatic preparation of serial letters

Streamline bulk communication

Automatic monitoring of maximum sample quantity

Prevent over-distribution

Fax transmission directly from CRM

Send faxes without leaving the system

Consideration of mailing opt-out

Respect customer preferences

Automatic action assignment to participants and reagents

Reduce manual tracking

Free choice of mailing address

Select the most appropriate recipient

Processing different actions simultaneously

Handle multiple campaigns at once

Complete action history

Track marketing campaign performance

Contact and profile data management

Maintain detailed customer records

Intelligent offline mode

Work without internet connection while syncing automatically

Fully automated data synchronization

Keep all devices updated with latest data

Signing of revision-safe PDFs

Approve documents securely on iPad

Secure data transfer through TLS/SSL encryption

Protect transmitted data

Document authenticity by digital signature

Ensure documents are tamper-proof

ERP and EDIFACT interfaces

Integrate with enterprise and supplier systems

Online and offline functionality

Operate CRM with or without internet