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CASE STUDY

Global Pharma Company — Dermatology Therapeutic Area

Challenge

The Client, a global leader in dermatology, faced challenges in managing their sales and medical teams efficiently.
They required a comprehensive CRM and CLM solution that would:

Provide better visibility into
the activities of sales and
medical teams.
Streamline the management
of pharmacy and
OTC visits.
Enhance data-driven
decision-making through
advanced analytics.
Improve the planning
and execution of MSL visits
and events.

Solution

We provided a fully customized CRM & CLM solution tailored to the Client’s unique needs.
The key components of the solution included:

  • 1GPS TRACKING:Enabled precise monitoring of both medical and sales representatives, improving transparency and route optimization.
  • 2PHARMACY, OTC, AND F2F VISIT TRACKING:Allowed detailed tracking and real-time reporting of engagements with healthcare providers.
  • 3MSL VISIT & EVENT MANAGEMENT:Streamlined the management of Medical Science Liaison (MSL) visits and pharmaceutical events.
  • 4CUSTOMIZED POWER BI REPORTS & ANALYTICS:Delivered advanced analytics with tailored Power BI dashboards, providing actionable insights.
  • 5SAMPLE DISTRIBUTION & REPORTING:Improved management and tracking of sample distribution for enhanced inventory control.
  • 6LOYALTY & POTENTIAL CHECKS DURING F2F VISITS:Helped assess customer loyalty and business potential during
    in-person meetings, enabling the Client to refine its strategies.
  • 7SCENARIO/FLOW PRESENTATIONS FOR MSL VISITS:Offered structured templates to ensure consistent and impactful MSL presentations.

Results

With the implementation of Platforce’s CRM & CLM solution, the Client experienced
significant operational improvements:

  • Increased Visibility & Control:Better oversight of sales activities and resources through GPS tracking and real-time reporting.
  • Enhanced Decision-Making:The tailored Power BI reports provided actionable insights, improving the Client’s strategic decisions.
  • Improved Efficiency in MSL and Pharmacy Visits:The integration of tools for MSL and pharmacy visit management streamlined the process, resulting in more effective engagements.
  • Optimized Resource Allocation:GPS tracking improved the efficiency of medical and sales teams by optimizing route planning and resource distribution.

By leveraging Platforce's
CRM & CLM, the Client achieved:

  • better control over their sales activities,
  • improved decision-making through data-driven insights,
  • and streamlined MSL and pharmacy visit processes.

The integration of GPS tracking
and real-time reporting

led to a more efficient allocation of resources and enhanced visibility into their operations.