Dynamics CRM for Life Sciences

The Life Sciences industry requires unique functionality to enable their sales representatives to be effective and successful in their business development activities.  Additionally, Life Sciences CRM is about more than just the customer relationship - it is also about the management of sales representatives and their territories (ETMS), effective Trade Promotion and the closed-loop buying cycle.

Microsoft Dynamics CRM provides robust CRM functionality in a familiar and easy-to-use interface and has been successfully deployed across a range of industries.  Brimstone, working in conjunction with Microsoft, has developed a Life Sciences vertical product which delivers a complete range of functionality in an easily configurable system.

Functionality provided in the Dynamics CRM for Life Sciences solution includes:

Sales Representative Effectiveness:

• Route/Cycle planning
• Activity Reporting
• Meetings Management
• Appraisals and Skills
• Easy to use Mail Merge facilities for both Microsoft Word and Microsoft Outlook

Call Planning and Tracking:

• Full bi-directional integration with the Microsoft Outlook diary
• Record activities against contacts and accounts
• Automatic filing of in-bound email against originating record
• A Call Planner and a Call Diary which allow users to see daily, weekly or monthly call activities at a glance
• The ability to create Targeting Lists and use those lists to plan calls
• The ability for managers to view their representatives call planner or call diary
• The ability to easily and quickly set up calls
  • Appointments can be added from a Trade Promotion
  • The bulk set-up of appointments which supports forward planning
  • Add individual appointments as required
• The ability to quickly and easily create an Activity Report from an appointment allows the representative to track:
  • Who attended the call/meeting
  • What products were profiled and in what position
  • Record the attendees Adoption Level, Influence and KOL
  • Record sample and/or material drops
  • Note what sales literature was used
  • Record actions and weighted actions

Contact & Account Management

• A full record card for Contacts and Accounts
• Industry specific fields and terminology
• Ability to link individuals to multiple accounts with multiple roles and set a primary account
• Provides a relationship Visualiser
• Relate records, e.g., Tenders, Sales Appointments and Service Requests to the relevant account/contact       

Trade Promotion

• Data Segmentation and Management
• Closed-Loop Marketing
• Ability to link to representatives call cycles
• ROI reporting
• Trade Promotion Management

External Data Feeds

• All major data sources are supported
• Easy-to-use date administration tools for ad-hoc data imports
• State of the art integration tools

Reporting

• Rich management reporting
• End-user reporting Wizard and Advanced Find tools
• Ability to run ad-hoc, snapshot or scheduled reports
• Dashboard reporting

For more information contact us at bettercrm@cirquent.co.uk or call Annette Giardina on +44(0)20 7717 8500.