USE CASE

Pharmaceuticals: Prescribing Efficiency in Sales Leads

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OVERVIEW

Streamlining the Salesforce lead assignment process in the pharmaceutical landscape.

In the fast-paced pharmaceutical sector, optimizing the management of sales leads and opportunities is pivotal to outperforming the competition. Q-assign, the Salesforce-native application (available on the AppExchange), is the cutting-edge solution for this task. It helps the sales team to allocate sales leads and opportunities efficiently while ensuring stringent pharmacovigilance compliance.

Personas

  • Sales Representative – Manages the delicate balance between driving sales and managing patient safety reporting.
  • Sales Manager – Orchestrates the sales team and strategically sets sales targets while maintaining adherence to industry standards.
  • Operations Manager – Optimizes sales processes with a focus on Good Manufacturing Practices (GMP) and Good Distribution Practices (GDP).
  • Salesforce Administrator – Tailors the Salesforce system to align with the unique requirements of the pharmaceutical industry

Problem Statement

The pharmaceutical sales team faces the intricate task of efficiently managing lead assignments while complying with stringent industry regulations and standards, such as pharmacovigilance.

  • Inefficient dissemination of leads can lead to critical missed sales opportunities in a highly competitive market.
  • Mismanaged prioritization of key accounts or therapeutic areas, diluting the sales focus.
  • The complexity of compliance with pharmacovigilance and Good Clinical Practices (GCP) regulations.
  • Widespread inefficiency due to lack of automation in lead management.

Solution

Q-assign, a fully Salesforce-native application, addresses these challenges head-on. It offers a robust, secure, and efficient method for managing leads and opportunities in the pharmaceutical sector, harmonizing productivity with compliance to Good Clinical Practices (GCP) and pharmacovigilance.

  • Dynamic Assignment Rules – Customizable assignment rules that meet the unique needs of the pharmaceutical industry.
  • Automated Reassignment – Ensures leads are promptly reassigned if unattended, minimizing missed sales opportunities.
  • Territory Assignment – Streamlines the allocation of sales territories based on strategic business needs.
  • Dynamic Prioritization – Prioritizes leads based on predefined criteria, ensuring critical therapeutic areas are attended promptly.
  • Automated Load Balancing – Equalizes distribution of leads among the sales team, ensuring optimal workload management.
  • Segmented Rules Engine – Allows for creation of segment-specific assignment rules, promoting precision in lead management.

Benefits

  • Enhanced Efficiency – Q-assign reduces time wasted on lead allocation, allowing sales teams to focus on their primary tasks.
  • Improved Compliance – It enables seamless adherence to pharmaceutical industry regulations, ensuring the highest level of data protection.
  • Increased Sales – Through efficient lead management, Q-assign enhances conversion rates and stimulates revenue growth.
  • Empowered Sales Team – It equips sales representatives with the right tools to manage and prioritize their leads effectively.

CONCLUSION

Pharmaceutical companies utilizing Q-assign can bolster their sales team’s performance, optimize resource allocation, and elevate conversion rates, while maintaining top-tier data protection. This Salesforce-native solution is the prescription for success in the pharmaceutical industry.
How to achieve workforce effectiveness
Q-assign is available on a FREE 30-day trial. This includes the complete working product with all features enabled. To apply for your trial or to set up a demo/discovery call, please contact us.

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