Partner Organizations
A central partner record links regional branches, account owners, and active contracts. The manager can see which contract applies to an order.
Custom Development
CRM for Pharmaceutical Companies
When several managers work with a pharmacy chain and a distributor handles deliveries, terms must be checked against the contract and its effective period. We’ll build a CRM for commercial teams working with chains and distributors, with clear records of approvals and owners.
What Complicates the Handoff Between Sales and the Distributor
- A partner branch places an order, but the system has several versions of its business details.
- Commercial terms are approved by email, but the warehouse receives the order without the current addendum.
- Shipment and actual stock data come from different sources and need to be reconciled.
- A complaint is sent to another department, but the account manager can’t see who acknowledged it.
- Different teams count contracts due for review differently.
Business Partners, Contract Terms, and Delivery Coordination
These modules can be included in the project. We’ll agree on the scope and workflow rules after reviewing your processes.
Contract Lifecycle
Legal and account staff track the draft, approved version, addenda, and review dates. Access to contract terms depends on the user’s role.
Materials and Document Versions
The team links to approved documents in the corporate repository. Each version can record an owner and approval status.
Additional Features
- Distributor Orders
- The manager can distinguish a request, an approved order, a shipment, and a discrepancy. Records are reconciled against the designated source.
- Complaints
- The operator links the complaint to the partner and delivery, assigns an owner, and tracks the handoff under the quality team’s procedures.
- Contract Performance
- Managers see approval status, performance against terms, and requests with overdue follow-ups. Regions use the same agreed reporting rules.
CRM Workflow Examples
How teams can divide responsibilities and handle exceptions after rollout.
New Terms Take Effect Next Period
The manager adds a draft revision. Once approved, the CRM shows the effective date and retains the previous terms.
The Distributor Confirms Part of a Delivery
Logistics checks the items against the approved order. The chain’s account manager sees what has been confirmed and which items still need a delivery date.
What to Include in the First Release
The pilot will cover one pharmacy chain contract and map the links between legal entities, branches, and the distributor. Sales manages terms, authorized staff approve changes, and logistics reconciles delivery status. We’ll cover a contract with terms that take effect in different periods.
Once we agree on the requirements, we design the screens, build a pilot, and try it against the agreed use cases. We plan the rollout and follow-on modules with your team.
Discuss the First PhaseDevelopment FAQ
Can We Track Terms for a Chain and Individual Branches?
The chain, legal entity, and delivery site can have separate records. The contract identifies which branches and periods the agreed terms apply to.
How Do We Handle Delivery Statuses from Different Distributors?
The first phase can use a small set of agreed statuses and an import format for each partner. Where automated exchange is available, ID mapping is verified against a sample delivery.
Let’s Discuss Your CRM
Tell us your industry, describe one process you want to automate, and let us know which tools your team already uses.