Proxima CRM app for iPhone and iPad

The Proxima CRM mobile app is a flexible tool for optimizing field force operations.

It helps medical representatives efficiently work with their client database, schedule site calls, appropriately use customer communication channels, and quickly and easily capture, store, and track key information about their activities.

With an intuitive interface, offline access and data storage in a secure cloud environment, Proxima CRM mobile app is ideal for managing tasks while on the go.

The functionality of the mobile app includes three main blocks:
- Customer database management:
- Maintaining a database of HCO / HCP
- Keeping the entire history of customer relations (business card history, contact development history, categorization, call history and messenger communication)

Management of sales on the territory of the medical representative:
- Allocating and maintaining sales plans for the assigned territory of the medical representative
- Distribution of individual sales plans for each medical representative
- Displaying pharmaceutical balances at sales outlets.
- Business intelligence, allowing you to analyze plan-to-fact sales figures, balances, potential, and much more.

Medical representative activities management:
- Scheduling calls and creating an itinerary plan
- Recording the results of calls made, appointments made
- Planning and recording of rep checks
- Planning and recording of group events
- Recording expenses
- Conducting customer surveys to increase loyalty
- Conducting CLM presentations with subsequent analysis of the depth and duration of each slide
- Generation and distribution of orders, control of medication balances
- Auditing prescriptions and monitoring of promotional activities
- Automatic reporting for medical representatives

Advantages of using a mobile application:
- Minimizes routine user tasks and allows you to focus on meeting targets
- Provides a transparent picture to evaluate each employees performance
- It has a built-in security system that protects data from loss and leakage
- Allows integration with Proxima OCM to increase communication channels with customers

You must have an account to use the application.


For access details, send an email to [email protected]