Overview

A global leader in the life sciences industry, with a strong portfolio in both patented prescription and generic pharmaceuticals, launched a strategic initiative to boost commercial effectiveness through a unified customer relationship management (CRM) system. As part of this transformation, a cloud-based CRM platform was deployed across multiple business units worldwide. To complement the rollout, the organization sought a robust performance management and reporting solution to track sales activities against defined targets.

  • Industry Pharmaceuticals
  • Solutions CRM Analytics Integration

The Challenge

Establish a unified reporting structure that could also be tailored for market-specific requirements

Integrate multiple data sources, including CRM, sales targets, and prescription data

Minimize customization to keep implementation costs low

Deliver a consistent and user-friendly experience for both field sales and management teams

The Solution

Template-Based Framework

Enabled rapid deployment with minimal rework by reusing core dashboard components, while supporting market-specific adaptations.

CRM Integration

Embedded directly within the CRM interface, allowing users to move seamlessly between dashboards and customer profiles, improving operational efficiency.

Sales Intelligence

Delivered insights into call activity and performance, with the capability to link customer interactions to actual sales results.

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