CRM
Pharma & Cosmetics
for field sales, visit planning &
market data
Information on customers, product range and sales trends, and territory analyses is captured and documented centrally. This creates clear processes for your field sales team and customer care.
Field sales without & with CRM
Marie is an account manager for pharma and cosmetics products in the pharmacy sector. Her day-to-day work involves customer visits, shelf placements, market observations, visit reports, quotes, and sample distributions.
In the past, much of this information was scattered across emails, Excel lists, and various systems. As a result, preparation and follow-up took considerably more time.
At the same time, Marie needed to identify which pharmacies had particularly strong growth potential and which ones were long overdue for their next quote.
With the CRM industry solution, Marie has all relevant information available centrally and on the go. This allows her to prepare appointments more effectively, set priorities faster, and identify market potential earlier.
Features & Benefits
Industry expertise for CRM Pharma & Cosmetics
Customer reference
Louis Widmer AG
Customer & market data
In pharmaceutical and cosmetics sales, up-to-date information determines the quality of planning, advice, market potential, competitive data, and shelf placements. Our industry solutions cover processes for both your field and inside sales teams. Using current data, inside sales quickly identifies demand and market potential and forwards it directly to the sales team.
Extensions for CRM Pharma & Cosmetics
Dynamics 365
Sales
More focus for sales
The Sales module centrally manages visit activities, sales opportunities, and quotes. Routine tasks run in a structured way.
Customer Insights
Journeys
Targeted outreach to market segments
Segment target groups, plan campaigns, and automate customer journeys for structured marketing with a direct customer connection.
Power BI
For market & sales data
Use dashboards and reports to present KPIs clearly. This makes trends and decision-making insights easier to recognize more quickly.
OfficeIntegration
Automatically generate documents
Quotes, contracts, and documents are created directly from CRM data. Consistent templates create a uniform look and feel.
VisitPLUS
Plan visits strategically
Field sales representatives plan and document customer visits directly in the CRM. Results and next steps remain traceable.
Ready for your Pharma CRM?
Manage customer and market data, visit planning, and sample distributions in a structured way. Together, we’ll take a look at your sales processes and develop suitable solution approaches.