Wednesday, 5 March 2014

Demo CRM 2013 for Pharmaceutical Company (Healthcare)

Here I share some tips and tricks what I have done to demo to Health Care or Pharmaceutical Companies.
Convince them that choose wrong CRM can be bad commitment from them since it will only add paperwork for their Sales Reps that loving freedom and mobility.

Say to them we are User friendly because we are Microsoft and UX is similar with other Microsoft Product that we have got used to.

If you scenario they are looking for Sales force Automation, then these tips and trick can be done :

1. Prepare your data, make sure that you have many Hospital Data or Pharmacy, or Clinic Data. Convince them that you were preparing very well only for them.

2. Because the company will have to maintain customer, also with doctor, convince them that CRM can be tool for Key Opinion Leader Management, show them about 360 degree of your customer, show them the contact card to know detail about the Doctor or Key Opinion Leader.
Give them visualization (Doctor Photo, for example, say to them if I am new sales reps, I have to visit whom? I can see the picture).

3. Show them the Product List Data, convince them you also know well their product (sample)

4. They usually always request for PreCall (Plan) vs PostCall (Post) requirement
Give them info that we have Appointment Module (Plan it then mark as completed)

5. CRM Go Mobile, show them CRM for Tablet
(only using iPad and also Windows 8 or Microsoft Surfaces)

Don't forget to modify your Sales Dashboard also.

6. Show them that event in Tablet or Web, we can actually create Appointment and access the Business Process Flow

7. Show them the analysis that Management can get

8. Show them Sales Reps Info and also Sales Team Collaboration

Remember that :
Picture means thousand words :)

Thank you.


  1. Great insight. You are shared really informative and valuable post. Thanks for sharing.
    KOL India | KOL management

  2. This comment has been removed by the author.

  3. Awesome Post here. This is really great and informative post. Healthcare CRM Solutions

  4. Very useful post. This is my first time i visit here. I found so many interesting stuff in your blog especially its discussion. Really its great article. Keep it up. Healthcare Marketing Agency


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