Inception CRM Reviews & Product Details

Inception CRM is a robust and user-friendly CRM solution for pharma and life science sales teams. It provides complete support to reps and their sales managers, remotely and in the field. Inception CRM’s fully native, GDPR-compliant apps for iOS, Android, and Windows guide reps through even the most complex workflows with ease and efficiency. Users can easily research territories and account histories, update customer records, schedule and report calls, visits, and other activities; host virtual meetings and presentations; manage events; plan and execute cycle plans; record expenses; drop samples; manage inventories; create orders; analyze sales data; track their performance across multiple KPIs, and much more. Key Features and Supported Processes: *Customer Relationship Management* Find the right customers with speed and simplicity. Inception CRM's powerful Search engine helps users find the right HCPs and accounts. View each customer's contact details, call history, and more with a single click. *Customer Data Management* A great way to keep your customer information up to date. Inception CRM's Updates module makes it easy for users to add customers and update details on the go, with changes managed according to your rules. *Compliance and Privacy Management* Inception CRM supports end-to-end consent management for HCPs. Smart forms give reps an easy way to capture HCP consent and preferences. Configurable forms and workflows ensure compliance with privacy laws everywhere you do business. *Sales Cycle Management* An ideal solution for achievable, balanced cycle plans. Inception CRM's Cycle Plan transforms target lists into firm commitments based on coverage and frequency goals. *Time and Activity Management* Inception CRM's Planner supports complete user time and activity management. It makes it easy to schedule activities and calls. Reps can launch virtual meetings, deliver remote presentations, execute cycle plans, and complete call reports. All in one place. *Activity, Event, and Call Reporting* Dynamic questionnaires for each visit and call. Report calls, activities, and events with Inception CRM's dynamic questionnaires. These configurable questionnaires make it easy to report visits, calls, events, and activities, helping users focus on the right insights. *eDetailing and Virtual Engagements* Meet HCPs virtually right inside your CRM. Launch virtual meetings from the Planner and meet customers without leaving your app. Built-in video calling and screen sharing make it easy to present approved content right inside your customer’s browser. *Task Management* The Tasks module gives reps and their managers a better way to manage tasks. From personal reminders and to-dos to collaborative tasks, Inception CRM’s configurable, workflow-based approach makes it easy for users to assign and stay on top of tasks. *Order Management* Inception CRM’s configurable, customizable order forms and product templates support all your commercial conditions. Set discounts and rebates that scale based on an order's size, value, or composition. *Contract Management* Create and manage contracts seamlessly. The Contracts module is a configurable, workflow-based module adaptable to any contract workflow. Manage everything from KOL speaking agreements to customer consent agreements right inside CRM. *Project and Event Management* Projects makes it easy for users to collaborate on shared projects with ease. Its robust forms support a wide variety of needs, from event approvals to content reviews. And it provides a space for each role to work together within a unified process flow. *Digital Asset Management* Media gives reps easy access to approved media on all their devices. File versioning ensures users always access the latest version. Built-in audits track all content use by file, user, customer, and location. *Approved Content and CLM* Measure the impact of your promotional content. From PDFs to HTML5 CLM presentations, Inception CRM tracks how reps use media, from training materials to promotional content. This makes it easy to see how effectively they use it. *RTE and Approved Email* Send compliant emails with ease. Approved Email gives reps an easy way to share content without breaking any rules. Track how customers respond via link clicks and downloads right inside the app. *Sample and Promo Stock Management* The Warehouse module makes it easy to track samples and promotional stock distributed to HCPs. It ensures compliance with regulatory disbursement limits as well as company rules. Out-of-the-box audit reports provide complete compliance monitoring. *Expense Management* The Expenses module makes it easy for reps to record expenses as they go. Configurable expense templates allow custom expense types and cost centers. Out-of-the-box audit reports give managers an easy way to track field sales spend on demand. *Sales Analysis and Forecasting* Inception CRM's Sales Data module helps sales managers and reps understand their sales. It has advanced tools for sales data analysis, supporting custom views and exports. *Sales Data Management* Inception CRM ingests data from many sources. It easily interfaces with wholesalers, distributors, and data vendors. It works with processed master data from your ERP. It also supports in-house processing of imported sales data via professional backend tools. *Net Sales Calculator (Gross-to-Net)* Inception CRM gives you updated net sales statements as soon as data enters the system. Assess profitability in real time by channel and customer. Identify your most profitable channels and take action while opportunities are ripe! *Performance Analysis and Benchmarking* Inception CRM's customizable, interactive dashboards make it easy to explore key data. Embedded throughout the app, they provide vital data where needed most. Embed your own Power BI, Qlik, and Tableau reports for a seamless user experience.