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Head office
Noida office
The right team at TriostackOne will get back to you.
Territories
Define territories and call plans.
Doctors
Load the doctor list per rep.
Log
Reps log each visit and each sample given.
Review
Managers check coverage and stock.
Positioning Assessment
Medical representatives spend their days visiting doctors across a territory. Managers want to see coverage and what samples were given, and reps want a short way to record what happened.
Triostack CRM lets a medical representative log each doctor visit as it happens, with the doctor, the time, the discussion and the next visit date. Sample inventory is issued to each rep and decremented as samples are distributed to doctors, so stock on hand and stock given are always known. Territory coverage analytics show, for each rep and territory, which doctors were visited, how often and which were missed, against the call plan.
“A manager saw by evening which doctors in a territory had not been visited this month.”
Sample team scenario
A made-up scenario about Pharmaceutical and Field Force CRM, not a customer testimonial
Lead Pipeline
Pharmaceutical and Field Force CRM: drag deals across your own sales stages
In the Product
Imagine every visit and every sample counted.
Daily.
Issued and given.
To the manager.
Platform Integrity
Daily, per doctor
Issued and distributed
Visited and missed
Frequency per doctor
At a Glance
What changes for the rep and the manager.
| Dimension | Triostack CRM | Diaries and Sheets |
|---|---|---|
| Visit logging | Per doctor, per day, with the next date | In a diary |
| Samples | Stock per rep, decremented on distribution | A separate sheet |
| Territory coverage | Analytics by rep and territory | Reports typed in weekly |
| Call plan | Frequency per doctor, missed visits flagged | Remembered |
| Manager view | Coverage and stock in one place | Several sheets |
Book a walkthrough of Pharmaceutical and Field Force CRM. We set up a sandbox so you can try Doctor visit logging, Sample inventory and Territory coverage before you commit.
Live Interface Tour
The screens below belong to Pharmaceutical and Field Force CRM: Lead Pipeline, All Leads and Sales Dashboard, all from the product.
Lead Assignment
Pharmaceutical and Field Force CRM: what each rep covered, and what stock was given
Feature Breakdown
4 screens from the live product that show Pharmaceutical and Field Force CRM at work.
Territories.
How it fits the plan
Territories. Define territories and call plans.
Doctors. Load the doctor list per rep.
Practical tip
Fix a three-line format for visit notes. Short, consistent notes are easy to read and report on.
Calls and visits.
How it fits the plan
Doctors. Load the doctor list per rep.
Log. Reps log each visit and each sample given.
In real life
New territory
A rep inherits the history.
The next visit.
How it fits the plan
Log. Reps log each visit and each sample given.
Review. Managers check coverage and stock.
Watch out for
Collecting more fields than reps will fill in between visits.
Coverage view.
How it fits the plan
Review. Managers check coverage and stock.
Territories. Define territories and call plans.
Before you start
Execution Plan
Define territories and call plans.
Load the doctor list per rep.
Reps log each visit and each sample given.
Managers check coverage and stock.
Practical Guide
Before you start
A tip that helps
Fix a three-line format for visit notes. Short, consistent notes are easy to read and report on.
A common mistake
Collecting more fields than reps will fill in between visits.
Availability: What Pharmaceutical and Field Force CRM covers can depend on your plan and setup. Please confirm with our team which parts are live for your account, and any prerequisites, before you plan around it.
In Real Life
Scenario 01
A rep inherits the history.
Scenario 02
Coverage and stock are reportable.
Scenario 03
Missed doctors are chased.
Straight answers about Pharmaceutical and Field Force CRM, from setup to what happens next.
Have a question about Pharmaceutical and Field Force CRM?
Book a free callYes, each visit with the doctor, discussion and next visit date.
Yes, stock is issued to each rep and decremented as samples are given.
A view of which doctors each rep visited, how often and which were missed against the call plan.
Yes, by rep and by territory.
A CRM for pharma field forces: medical representative daily doctor-visit logging, sample inventory distribution tracking and territory coverage analytics.
It runs in 4 steps: Territories, Doctors, Log and Review. Define territories and call plans.
The real screens on this page include Lead Pipeline, All Leads, Sales Dashboard and Lead Assignment, all captured from the product.
Request a demo and ask to see Pharmaceutical and Field Force CRM. Our team can also walk you through setup, so your first session ends with something working.
Keep Exploring
We will walk you through Pharmaceutical and Field Force CRM, from Doctor visit logging, Sample inventory and Territory coverage, on sample data shaped like yours.
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