Proxima Cloud CRM

Proxima Cloud CRM: Your Healthcare CRM Solution

The Proxima Cloud CRM mobile app is designed specifically for healthcare professionals, offering a comprehensive solution to optimize field force operations. With its robust features and user-friendly interface, it empowers medical representatives to manage their client database, schedule site visits, and communicate effectively with customers.

Key Features

• Customer Database Management: Maintain a detailed database of Healthcare Organizations (HCOs) and Healthcare Professionals (HCPs). Track the entire history of customer relationships, including business card exchanges, contact development, categorization, call histories, and messaging interactions.

• Sales Management: Allocate and maintain sales plans for territories assigned to medical representatives. Distribute individual sales plans tailored to each representative. Monitor pharmaceutical balances at sales outlets and leverage business intelligence tools to analyze sales figures, balances, and potential market opportunities.

• Activity Management: Schedule calls, create itinerary plans, and record the outcomes of these interactions. Plan and document rep checks and group events. Record expenses, conduct customer surveys to enhance loyalty, and deliver CLM presentations with in-depth analysis of each slide. Generate and distribute orders, monitor medication balances, and audit prescriptions while tracking promotional activities.

Mobile Application Advantages

• Efficiency and Focus: The app minimizes routine tasks, enabling representatives to concentrate on achieving their targets.

• Transparency and Performance Evaluation: Provides clear insights into each employee's performance, facilitating fair evaluations.

• Security: Equipped with a built-in security system that safeguards data against loss and unauthorized access, ensuring compliance with stringent healthcare regulations.

• Integration Capabilities: Seamlessly integrates with Proxima OCM to expand communication channels with customers, enhancing engagement and collaboration.

Getting Started

To access the application, you need to create an account. For further details or assistance, please send an email to office@proximaresearch.com.

With Proxima Cloud CRM, healthcare professionals can streamline their operations, improve customer relationships, and drive sales efficiency—all while working seamlessly on the go.