About this template

Pharmaceutical HR Management CRM Template simplifies hiring, certifications, and compliance. Automations track renewals and dashboards keep workforce readiness visible to managers.

What’s included

Boards

Accounts Board - This board aids HR specialists in the pharmaceutical industry by managing comprehensive details of different pharmaceutical companies. It includes columns for company name, domain, and headquarters location, which helps in identifying and categorizing potential business partners or clients. The 'Contacts' and 'Deals' columns provide a relational view to track associated contacts and ongoing deals, while the 'Industry' and 'No. of employees' columns offer insight into the company size and sector. Additionally, detailed descriptions and company profiles ensure all necessary information is at your fingertips, facilitating informed decision-making.
Leads Board - The Leads board is essential for tracking potential candidates or business leads. With columns for lead name, status, company, title, and contact details such as email and phone, HR specialists can efficiently manage and follow up on leads. The 'Create a contact' button streamlines the process of adding new contacts, and the 'Last interaction' column helps track engagement, ensuring timely follow-ups and maintaining a proactive approach in lead management.
Contacts Board - This board centralizes all contact information, making it easier to manage relationships with candidates, partners, or clients. It includes columns for contact name, email, phone, and title, as well as relational columns linking to accounts and deals. The 'Priority' and 'Type' status columns help prioritize and categorize contacts, while the 'Comments' section allows for detailed notes on interactions. This comprehensive view enhances the HR specialist’s ability to maintain strong relationships and effective communication.
Deals Board - The Deals board is crucial for managing recruitment and business negotiations. It tracks the progress of each deal with columns like name, stage, owner, and deal value. The 'Expected Close Date' and 'Close Probability' columns help forecast outcomes, while the 'Last interaction' column ensures timely follow-ups. By linking to contacts and accounts, this board provides a holistic view of ongoing deals, allowing HR specialists to stay on top of their pipelines and close deals efficiently.
Job Applications Board - This board streamlines the recruitment process by tracking job applications. It includes columns for position, candidate name, application date, and status, making it easy to monitor the progress of each application. The 'Interview Date' and 'Interview Feedback' columns ensure that interview schedules and feedback are well-documented, aiding in the selection process and improving the candidate experience.
Training Sessions Board - The Training Sessions board helps HR specialists organize and track employee training programs. With columns for session name, trainer, date, duration, and attendees, it provides a clear overview of all training activities. The 'Status' and 'Feedback' columns enable tracking of session completion and participant feedback, ensuring continuous improvement in training programs and employee development.

Dashboards & Reports

Annual Target - This dashboard helps HR specialists in pharmaceutical companies track annual hiring targets, ensuring alignment with long-term strategic workforce planning goals.
Monthly Target - Provides monthly hiring and onboarding statistics, allowing HR to adjust recruitment strategies in real-time to meet fluctuating demands.
Average Deal Value - While typically used for sales, in HR, this can track average cost per hire, helping to manage recruitment budgets effectively.
Active deals - Forecasted Revenue - Tracks active job offers and forecasted hires, ensuring HR can predict workforce growth and plan training and development activities accordingly.
Deal status distribution - Displays the status of current recruitment processes, helping HR identify bottlenecks and streamline hiring pipelines.
Actual Revenue by Month (Deals won) - Adapted for HR, this can show the number of successful hires per month, providing insight into recruitment performance and trends.
Pipeline conversion - Measures the effectiveness of the recruitment pipeline, showing conversion rates from application to hire, helping HR improve recruitment processes.
Activity Tracker - Monitors HR team activities, such as interviews and onboarding sessions, ensuring efficient use of time and resources.
Forecasted Revenue by Month - For HR, this tracks forecasted hires by month, aiding in workforce planning and capacity management.
Forecasted Revenue by Stage - Tracks candidates through different stages of the recruitment process, allowing HR to predict hiring outcomes and manage timelines.
Deals Stages by Rep - Shows recruitment progress by HR team member, helping to balance workloads and identify high performers.
Deal Progress based on Month Added - Provides insights into the progress of candidates added each month, helping HR specialists analyze recruitment cycle times and improve efficiency.

Automations

When new email arrives → Notify item subscribers with a message - Automatically alerts HR team members to new candidate applications or important communications, ensuring timely responses and streamlined candidate management.
When an email is opened → Notify item subscribers with a message - Notifies HR when a candidate opens an email, allowing for timely follow-up and improved communication tracking.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines the process of adding new candidates to the HR database, ensuring accurate record-keeping and efficient candidate management.
When a lead is created → Set its status to 'New Lead' - Automatically updates the status of new candidates, ensuring they are correctly categorized and managed within the recruitment pipeline.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps track of the most recent interactions with candidates, helping HR specialists maintain up-to-date records and improve candidate engagement.

Frequently asked questions

How can this CRM template help me manage employee onboarding in the pharmaceutical industry?

This template provides structured workflows for onboarding, including document tracking, policy acknowledgements, and initial training schedules specific to pharmaceutical regulations.

Can this CRM template help track compliance training for pharmaceutical employees?

Yes, this template includes dedicated columns for tracking mandatory compliance training sessions, completion dates, and certification renewals required in the pharmaceutical sector.

How does this CRM template assist with managing workforce performance in the pharmaceutical industry?

The template features performance tracking boards where you can monitor employee KPIs, schedule performance reviews, and document feedback and development plans tailored to pharmaceutical roles.

Is it possible to track employee certifications and licensures using this CRM template?

Absolutely, the template includes sections for tracking employee certifications, licensure statuses, and renewal dates to ensure all staff meet industry standards.

How can this CRM template help with recruiting in the pharmaceutical industry?

This CRM offers a recruitment pipeline board where you can track candidate applications, schedule interviews, and manage communication with potential hires, all tailored to pharmaceutical job requirements.

Can this CRM template integrate with our existing HR management systems?

Yes, the template is designed to integrate seamlessly with most HR management systems, allowing you to synchronize employee data and streamline HR processes.

How does this CRM template handle employee data security and privacy in the pharmaceutical industry?

The template includes robust security features to protect sensitive employee information, ensuring compliance with data privacy regulations specific to the pharmaceutical industry.

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