From fragmented processes to controlled, compliant HCP engagement

How Glenmark Pharmaceuticals CZ improved HCP event management with Inception CRM.

Glenmark Pharmaceuticals CZ replaced a fragmented, manual approval process for pharma events with a structured  event management workflow — improving speed, visibility, and compliance.

Before

Fragmented approval process

HCP congress and event requests, approvals, and documentation were scattered across multiple channels.

The challenge

Meeting compliance and audit requirements

Creating a unified, clear, and compliant way to manage HCP approvals, contracts, and GDPR without risk, gaps, or mess. 

The solution

A structured CRM process

Managing HCP congress requests, approvals, contracts, and documentation in one connected system.

The outcome

Full visibility, greater control — lower risk

500+ HCP congress requests processed smoothly with full traceability and audit-ready documentation.

Overview

Why Glenmark needed a better process

Managing HCP event participation — including approvals, documentation, and GDPR — quickly becomes complex at scale.

As request volumes increased, tracking approvals, documentation, and compliance became difficult and time-consuming.

Glenmark CZ needed a way to manage this process clearly, consistently, and without increasing admin overhead.

The client

Glenmark Pharmaceuticals CZ

Glenmark Pharmaceuticals CZ is part of Glenmark Pharmaceuticals, a global company focused on generic and innovative medicines.

In the Czech Republic, the company works closely with healthcare professionals and supports their ongoing education through congresses, training, and events.

The challenge

Approval requests were coming in from multiple channels — email, spreadsheets, and informal communication — making consistency and control difficult.

Approvals required input from multiple stakeholders, often involving unnecessary back-and-forth.

At the same time, every request required complete documentation, including GDPR consent and contracts. Missing or incomplete data increased both workload and compliance risk.

The result was a process that was:

  • Difficult to manage across teams
  • Hard to track from request to approval
  • Increasingly exposed to compliance risk

How Inception CRM solved it

Glenmark were managing event contracts and approvals across disconnected tools, making control and compliance difficult. Working with our team, they moved the entire process into Inception CRM.

The focus was simple: create a process that is clear, consistent, and easy to manage in practice.

All requests handled in one place

Sales reps log each HCP request directly into the CRM — nothing gets lost and everything stays consistent.

Clear approval flow
Each request follows a defined approval path, making decisions easier to manage and track.

Documents handled as part of the process

Healthcare professionals can review and sign documents digitally during meetings, including GDPR consent and contracts.

Everyone can see the status

Both internal teams and HCPs know where each request stands — no chasing updates.

Everything is recorded

All actions, approvals, and documents are stored in one place, creating a complete audit trail.

The outcome for Glenmark

Glenmark’s processes are now easier to manage, fully transparent, compliant, and audit-ready.

  • 500+ HCP congress requests processed in one system
  • Significantly faster approvals with less back-and-forth
  • Reduced errors and lower compliance risk
  • Complete, audit-ready documentation in one place
  • Full visibility into every request and its status
  • Simpler experience for healthcare professionals
 

Every request now follows the same process — significantly increasing consistency, improving accuracy, and reducing compliance risk.

Conclusion

Glenmark CZ didn’t need to change what they do, only how they manage it.

By structuring the process inside Inception CRM, they now have a clear, consistent, and audit-ready way to manage HCP congress participation from start to finish.

Everything is captured, approved, and documented in one place — reducing risk, saving time, and making the whole process much faster and easier to manage.

Purpose-built CRM for Pharma.

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