About this template

Pharmaceutical Marketing CRM Template helps teams run effective campaigns. Capture leads, monitor ROI, and optimize spend with dashboards that highlight what drives growth.

What’s included

Boards

Accounts Board - The Accounts board is designed to help pharmaceutical marketing managers keep track of all client accounts efficiently. It includes columns for key details such as company name, domain, contacts, deals, industry, description, number of employees, headquarters location, and company profile. This board helps manage critical account information, ensuring that all relevant data is easily accessible and organized. For example, marketing managers can quickly identify account details to tailor their marketing strategies and maintain strong client relationships.
Leads Board - The Leads board is essential for managing potential clients and tracking their status throughout the marketing funnel. It includes columns for lead name, status, contact creation, company, title, email, phone, last interaction, and active sequences. This board helps marketing managers prioritize leads, track interactions, and ensure timely follow-ups to convert leads into valuable clients. For instance, by monitoring the last interaction date, managers can schedule timely communication to keep leads engaged.
Contacts Board - The Contacts board helps marketing managers maintain a comprehensive database of contacts associated with various accounts and deals. It includes columns for contact name, email, accounts, deals, deals value, phone, title, type, priority, comments, company, and activities. This board facilitates efficient contact management and allows marketers to segment contacts based on priority and type, ensuring personalized communication and targeted marketing efforts.
Deals Board - The Deals board is crucial for tracking the progress and details of each deal within the pharmaceutical industry. It includes columns for deal name, stage, owner, deal value, contacts, accounts, expected close date, close probability, forecast value, last interaction, and quotes & invoices. Marketing managers can use this board to monitor deal stages, forecast revenue, and ensure that all necessary actions are taken to close deals successfully. For example, tracking the expected close date helps managers prioritize high-probability deals and allocate resources effectively.
Campaigns Board - The Campaigns board helps marketing managers plan and execute marketing campaigns efficiently. It includes columns for campaign name, start date, end date, budget, target audience, status, and channel. This board allows managers to track campaign timelines, budget allocations, and performance across different channels. For instance, by monitoring the campaign status and start/end dates, managers can ensure timely execution and adjust strategies as needed to maximize campaign effectiveness.
Promotions Board - The Promotions board is designed to manage promotional activities and offers within the pharmaceutical industry. It includes columns for promotion name, start date, end date, discount, description, status, and target market. Marketing managers can use this board to plan and track promotions, ensuring that they reach the intended target market and achieve desired outcomes. For example, by tracking the promotion status and discount details, managers can evaluate the effectiveness of promotional strategies and make data-driven decisions.

Dashboards & Reports

Annual Target - Enables marketing managers in pharmaceuticals to track yearly sales goals. Helps ensure alignment with company objectives and provides a clear view of progress and areas needing attention.
Monthly Target - Breaks down annual goals into monthly targets, making it easier to manage and adjust marketing strategies based on performance. Identifies short-term trends and allows for timely interventions.
Average Deal Value - Provides insights into the average revenue generated per deal, helping managers to focus on high-value deals and optimize their marketing efforts towards more profitable segments.
Active deals - Forecasted Revenue - Shows potential revenue from active deals, allowing marketing managers to prioritize efforts and resources on deals that are likely to close soon.
Deal status distribution - Displays the current status of all deals, offering a snapshot of the pipeline health. Helps in identifying bottlenecks and ensuring a steady flow through the sales funnel.
Actual Revenue by Month (Deals won) - Tracks the actual revenue generated each month from won deals, providing a clear picture of financial performance and helping to measure the effectiveness of marketing campaigns.
Pipeline conversion - Analyzes conversion rates at each stage of the pipeline, enabling marketing managers to refine strategies to improve overall conversion rates and maximize revenue.
Activity tracker - Monitors marketing and sales activities, ensuring that the team is engaging with leads effectively and maintaining a consistent follow-up process.
Forecasted Revenue by Month - Projects monthly revenue based on current deals, helping managers to predict financial outcomes and adjust marketing strategies to meet targets.
Forecasted Revenue by Stage - Breaks down forecasted revenue by deal stage, providing insights into where the most value lies and which stages require more focus to push deals forward.
Deals Stages by Rep - Tracks the performance of individual sales reps at each stage of the deal process, helping to identify training needs and recognize top performers.
Deal Progress based on Month Added - Monitors the progress of deals from the time they are added, ensuring timely follow-ups and helping to identify any delays in the process.

Automations

When new email arrives → Notify item subscribers with a message - Ensures that the marketing team is promptly aware of new communications, allowing for quick responses and better customer engagement.
When an email is opened → Notify item subscribers with a message - Alerts the team when a lead engages with email content, enabling timely follow-ups and increasing the chances of conversion.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines the process of managing new contacts, ensuring that all leads are properly tracked and followed up within the CRM system.
When a lead is created → Set its status to 'New Lead' - Automatically categorizes new leads, helping the marketing team to quickly identify and prioritize fresh opportunities.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps the interaction history up-to-date, providing a clear timeline of communications and ensuring that no lead is neglected.

Frequently asked questions

How can this CRM template help me track the effectiveness of drug promotion campaigns?

This template includes boards dedicated to campaign tracking, allowing you to monitor key performance indicators such as engagement rates, conversion rates, and ROI for each drug promotion effort.

How does this CRM solution assist in managing relationships with healthcare providers?

The CRM provides tools for managing contact information, communication history, and engagement activities with healthcare providers, ensuring personalized and effective relationship management.

Can this template help ensure compliance with pharmaceutical industry regulations?

Yes, the template includes compliance tracking features that help you document and monitor marketing activities to ensure they align with industry regulations and guidelines.

How can I use this CRM to analyze the ROI of my pharmaceutical marketing campaigns?

The CRM solution offers detailed analytics and reporting tools that break down campaign costs, revenue generated, and overall ROI, helping you make data-driven decisions.

How does this CRM template streamline workflow for pharmaceutical marketing managers?

The template includes automated task assignments, deadline tracking, and collaboration tools that help streamline the entire marketing workflow from planning to execution.

Can this CRM template help with managing digital marketing campaigns for pharmaceuticals?

Absolutely, the template has features for tracking digital marketing activities, including social media engagement, email campaign performance, and online advertisement effectiveness.

How does this CRM solution handle segmentation for targeted pharmaceutical marketing?

The CRM template allows you to segment your audience based on various criteria such as medical specialty, geographic location, and prescribing behavior, enabling highly targeted marketing efforts.

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