About this template

Pharmaceuticals Customer Success CRM Template centralizes client health, renewals, and proactive outreach. Track satisfaction trends and reduce churn with playbooks that scale.

What’s included

Boards

Accounts Board - The Accounts board is essential for managing pharmaceutical client information, including company profiles, employee numbers, and headquarters locations. Customer Success Managers use this board to keep track of client details and interactions, ensuring personalized service and effective communication. It helps manage critical workflows such as account monitoring and client relationship building.
Leads Board - The Leads board helps Customer Success Managers stay organized by tracking potential clients and their status through the sales funnel. With columns for contact creation, company details, and last interactions, it provides a comprehensive overview of lead engagement and progression, facilitating timely follow-ups and increased conversion rates.
Contacts Board - The Contacts board centralizes all client contact information, including emails, phone numbers, and titles. It links directly to associated accounts and deals, allowing Customer Success Managers to maintain a detailed record of interactions and prioritize tasks effectively. This board is crucial for managing client relationships and ensuring all contact points are documented.
Deals Board - The Deals board tracks the progression of pharmaceutical sales opportunities, from initial contact to closing. With columns for deal value, stage, owner, and expected close date, it provides a clear picture of the sales pipeline. Customer Success Managers can forecast revenues, prioritize high-value deals, and ensure timely follow-ups to maximize sales performance.
Patient Records Board - The Patient Records board is vital for managing individual patient information, including medical history, current medications, and treating physician details. It helps Customer Success Managers ensure that patient care is personalized and compliant with medical standards, facilitating better healthcare outcomes.
Compliance Audits Board - The Compliance Audits board tracks audit details, including audit dates, auditors, and compliance statuses. It helps Customer Success Managers ensure that all pharmaceutical operations meet regulatory standards. By documenting notes and follow-up requirements, this board aids in maintaining compliance and addressing any issues promptly.

Dashboards & Reports

Annual Target - This dashboard helps Customer Success Managers in the pharmaceutical industry to track long-term goals and yearly performance metrics. It ensures alignment with strategic objectives and allows for early detection of any deviations from annual targets.
Monthly Target - Provides a granular view of monthly sales targets, enabling managers to monitor shorter-term performance and adjust strategies to meet monthly goals.
Average Deal Value - Offers insights into the average revenue generated per deal, helping to identify trends in deal sizes and guiding pricing and negotiation strategies.
Active deals - Forecasted Revenue - Forecasts potential revenue from active deals, giving a clear picture of expected financial performance and aiding in resource allocation and planning.
Deal status distribution - Visualizes the current status of all deals in the pipeline, helping managers identify bottlenecks and areas requiring attention to move deals forward.
Actual Revenue by Month (Deals won) - Tracks monthly revenue from closed deals, allowing for performance evaluation and financial reporting.
Pipeline conversion - Displays conversion rates through different stages of the sales pipeline, helping to pinpoint where deals might be dropping off and where to optimize the sales process.
Activity tracker - Monitors team activities, ensuring that customer interactions are consistent and aligned with engagement strategies, which is crucial in managing relationships with healthcare professionals and institutions.
Forecasted Revenue by month - Projects monthly revenue based on current pipeline data, assisting in financial forecasting and budget planning.
Forecasted Revenue by Stage - Breaks down forecasted revenue by sales stage, providing insights into which stages are most productive and where improvements can be made.
Deals Stages by Rep - Assesses individual team member performance by tracking deals at each stage, helping managers to coach and develop their team effectively.
Deal Progress based on Month Added - Analyzes the progress of deals added in specific months, identifying trends and assessing the effectiveness of sales efforts over time.

Automations

When new email arrives → Notify item subscribers with a message - Ensures that important communications are promptly seen by relevant team members, facilitating quick responses and improved customer support.
When an email is opened → Notify item subscribers with a message - Alerts the team when a customer engages with an email, triggering follow-up actions to maintain momentum in customer interactions.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines the process of adding new contacts, ensuring that customer information is organized and easily accessible for future engagements.
When a lead is created → Set its status to 'New Lead' - Automatically categorizes new leads, ensuring they are promptly recognized and managed according to the prescribed follow-up process.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps customer interaction records up-to-date, providing an accurate timeline of engagements which is essential for maintaining strong customer relationships and ensuring timely follow-ups.

Frequently asked questions

How can this CRM template help me track key pharmaceutical accounts and their product usage?

This template includes dedicated boards for tracking detailed account information, product usage history, and key contacts within each account, enabling you to manage and analyze account performance effectively.

Can this CRM template help me manage communications with healthcare professionals?

Yes, the template offers a centralized communication log, allowing you to document interactions with healthcare professionals, schedule follow-ups, and ensure timely and relevant communication.

How does this CRM template assist in monitoring compliance with pharmaceutical industry regulations?

The template includes compliance monitoring features to track and manage documentation, regulatory requirements, and audit trails, helping you stay compliant with industry standards.

What features does this CRM template offer for managing product training sessions for healthcare professionals?

This template provides tools to schedule, track attendance, and gather feedback from product training sessions, ensuring that healthcare professionals are well-informed about your products.

How can this CRM template help with customer satisfaction and retention in the pharmaceutical industry?

The template includes tools for tracking customer feedback, managing support tickets, and analyzing customer satisfaction metrics, which help you identify areas for improvement and enhance customer loyalty.

Does this CRM template support the management of multiple pharmaceutical product lines?

Yes, the template is designed to handle multiple product lines, allowing you to track sales, usage, and customer feedback for each product separately, providing a comprehensive view of your portfolio.

How can this CRM template assist in managing and resolving customer support tickets specific to pharmaceuticals?

The template includes a support ticket management system tailored for the pharmaceutical industry, enabling you to log, prioritize, and resolve customer issues efficiently while maintaining detailed records for future reference.

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