All Collections
Territory Management Advanced
Customer Relationship Management (CRM) ASSISTANT
Customer Relationship Management (CRM) ASSISTANT
Written by Anthony Cabos
Updated over a week ago

Trigram: CRM



Value proposition

The Customer Relationship Management (CRM) ASSISTANT module enables:

  • Have detailed information on the French pharmacy panel

  • Return your targeting and scoring data

  • View outlets that have not been visited

  • Monitor the achievement of targets by outlet

This module is for you if:

  • You want to track the performance of your sales force

Data sources

  • OHC Targeting and Scoring

  • Client Data

Geographic territories

  • Data for Metropolitan France

  • Corsica

  • DROM-COM:Guadeloupe, Reunion, Martinique, Guyana


  • No limitation on market size

  • Applicable on human medicine, veterinary medicine and non-medicinal product



Territory Management Essential

Objects present in the sheet

  • Functional cartridge

  • Time selector

  • Geographic voters

  • KPI #Contact

  • Distribution of contact type

  • RCM table - Details by pharmacy

  • Order Summary Table

  • Order Trend Table



  • Number of visits

  • Number of orders

  • # contacts: number of contacts made over the reporting period

  • Visit target: target in terms of number of contacts set for one year

  • Last action date: date of last contact (physical or telephone)

  • Type of last action: 1. Physical contact at POS / 2. Phone call

  • Orders (in €): total amount ordered from the outlet as reported in the underlying input file over the period

  • Of which discounted : total discounted amount of the outlet over the reporting period

  • Transformation rate: by outlets with at least one order over the reporting period out of the total targeted outlets.


Current version

Customer Relationship Management (CRM) ASSISTANT v220207050737

Did this answer your question?