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Customer Relationship Management
Inception CRM's powerful Search module helps users find the right customers. It provides detailed information about each professional and account. View a customer's contact details, call history, and more with a single click. Inception CRM makes customer information transparent and accessible across the app. Everything you need to know about your customers is never more than a tap away.
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Customer Data Management
Inception CRM's Updates module makes it easy for users to add customers and update details on the go. It also lets you manage changes according to your rules. Accept requests immediately. Review them later in our easy-to-use admin console. Or send them to your data provider for processing. Connect to IQVIA OneKey, Veeva OpenData, Binley's, or your master data via API and other methods.
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Consent Management
Inception CRM supports end-to-end consent management for HCPs. It has built-in support for GDPR and other privacy laws. Smart forms give reps an easy way to capture HCP consent and preferences. An integrated web portal makes it easy for HCPs to exercise their rights. Configurable forms and workflows ensure compliance with privacy laws everywhere you do business.
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Sales Cycle Management
Inception CRM's Cycle Plan module ensures users fulfill sales campaigns. It promotes structured plans for remote and field sales. It transforms target lists into firm commitments based on coverage and frequency goals. It measures call rates, frequency objectives, and available time, keeping cycle plans balanced. It also makes it easy to schedule calls and track plan completion.
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Time and Activity Management
Inception CRM's Planner module supports complete user time and activity management. It makes it easy to schedule activities and calls. Reps can launch virtual meetings and deliver remote presentations. They can execute cycle plans and complete call reports. And they can do it in one place. It supports a wide range of activity types, reporting requirements, and custom workflows. It helps maintain compliance and even supports geo-fencing to ensure location-based reporting.
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Activity, Event, and Call Reporting
Report calls, activities, and events with Inception CRM's dynamic questionnaires. These configurable questionnaires make it easy to report visits, calls, events, and activities. Questionnaires can be simple or complex. They are easy to customize and support a wide range of field types. They use dynamic logic to help users focus on the right insights. And when connected to Profiles, they segment customers seamlessly based on user observations.
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Task Management
Tasks gives reps and their managers a better way to manage tasks. These include personal reminders, to-dos, and collaborative tasks. This configurable, workflow-based module lets you define custom task types and their workflows. This makes it easy for managers to assign tasks to their reps. And for reps to assign tasks to one another. Or ask for help getting a tough sale over the finish line. Say goodbye to unread emails. Push notifications let you know as soon as a task comes your way.
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eDetailing and Remote Virtual Engagements
Launch virtual meetings from the Planner and meet customers without leaving your app. With invites sent by approved email or direct link sharing, HCPs can join you in any browser. Built-in video calling and screen sharing make it easy to present approved content. Inception CRM captures key details of each call, including presented content. This makes it easy to track the duration of each meeting and presentation and even measure the impact of a call.
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Pharmacy Order Management
Inception CRM supports complex order management. It does this via configurable, customizable forms and product templates. Order templates support a wide range of commercial conditions. Set discounts and rebates that scale based on an order's size, value, or composition. Configure multi-stage approvals for offers beyond approved limits. When connected to distributor systems, users can send orders to distributors for fulfillment. They can also view distributor stock levels, manage split orders, and track deliveries.
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Contract Management
Contracts is a configurable, workflow-based module adaptable to any contract workflow. It supports multistage contracts, parent and sub-contracts, and end-to-end contracting procedures. Link contracts to budgets, cost centers, and payments, supporting timely review. Use Contracts to generate legal documents based on defined contract templates. Manage everything from KOL speaking agreements to customer consent agreements right inside CRM.
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Projects and Event Management
Projects is a configurable, workflow-based module. It makes it easy for users to collaborate on shared projects. Users can submit projects and manage approvals 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. Custom checks ensure users meet the requirements of each project stage. It's an ideal solution for event management. It integrates with the Planner, adding events to the user's calendar as soon as they are approved.
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Digital Asset Management
Media gives reps easy access to all approved media files. Admins can set content availability using granular publishing and distribution options. They can limit access by org unit, customer type, and specialty. They can also control access by application location and sharing permissions. File versioning ensures users always access the latest version. This ensures both compliant content use and prevents reps from using outdated content. Built-in audits make it easy to track file use by user, customer, and app location.
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Approved Content and CLM
Media supports many file types, from PDFs to HTML5 CLM presentations. Inception CRM audits all content, even static files like PDFs. This lets managers track how reps use the content they're assigned. This includes training materials as well as promotional content. Out-of-the-box reports show where, when, and to whom each content piece was presented. They also show the duration of each presentation. As a result, you can assess the impact of a presentation based on how reps present it.
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RTE and Approved Email
Approved Email gives reps an easy way to share content without breaking any rules. Since the content of the email is already defined, users can send it without having to change it. Each time a user sends an approved email, the system adds an event to their Planner. There, users can see which links or attachments a customer clicked or downloaded.
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Sample and Promo Stock Management
The Warehouse module supports the management of promotional inventory in the field. It makes it easy to track samples and promotional stock distributed to HCPs. Warehouse ensures compliance with regulatory disbursement limits as well as company rules. Out-of-the-box audit reports provide complete compliance monitoring. In the event of a product recall, companies will know to whom each sample was given and when along with SKU details.
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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. This improves control over rep spend. It also connects to standard accounting and ERP systems. This ensures timely payments and reimbursements. Out-of-the-box audit reports give managers an easy way to track field sales spend on demand.
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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. 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.
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Net Sales Calculator (Gross-to-Net)
The G2N calculator, in the Sales Data module, helps analyze net sales. Users get updated net sales statements as soon as data enters the system. G2N maps your company's sales and distribution network by channel and customer. It uses your pricing model to calculate net sales across your business, factoring in discounts, rebates, and more. G2N makes it easy to identify your most profitable channels and take action. Seeing real-time profitability brings genuine competitive advantages, especially in turbulent markets.
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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 it's needed most. Inception CRM also integrates with popular BI platforms. This makes it easy to embed your own Power BI, Qlik, and Tableau reports for a seamless user experience.
