Find and filter HCPs and HCOs based on real engagement data
Give medical reps and MSLs quick access to key customers aligned with targeting and segmentation objectives. Easily filter HCPs by specialty, location, and custom profile values. Build complex searches for priority targets and save them for instant access anytime.
Leverage rich customer profiles from real interactions, not purchased data.
Search across complete customer profiles built from real interactions. Filter by specialties, locations, and engagement history. Find the right HCPs instantly with saved search parameters.
Target Groups provide clear visibility into key accounts. Track engagement history from visits to transactions. Give field teams the context they need to craft timely, relevant messages that motivate HCPs to prescribe.
Customer cards put essential information at your fingertips. View contact details, visiting hours, and full interaction history. Track samples, orders, expenses, and notes – everything you need for productive HCP engagement.
Inception CRM’s Customer Cards provide detailed information about each account. Track activities, samples, orders, expenses, and more through comprehensive customer cards that tell you everything you need to know about your HCPs to serve them better.
View all profile values for a customer in one place. Whether sourced through rep interactions, call reports, or sales data, you’ll quickly understand their needs, interests, priorities, and potential.
Review a customer’s complete contact history in one place. Access complete details of each visit, including call reports, samples, orders, and expenses, directly from their customer card.
View all tasks associated with a customer right inside the customer card. View tasks by due date and status. Filter to show only pending tasks and tasks assigned to you.
See all notes about a customer in one consolidated feed. Whether from call reports or direct entries, you can track observations and insights easily.
View every sample transaction with a customer in detail. See what was given, when, and by whom, with instant access to complete records for each good given.
Orders lets you review a customer’s entire order history in one place. Click on any order to view the full details, including discounts, rebates, and delivery.
View all expenses linked to a customer with daily summaries. Track all customer-linked spend across your entire team for a total view of investment, or filter to view your own spend.
Access every document related to a customer in one place. Attach any file format, from Office documents to images and PDFs.
See how each customer connects to other HCPs and organizations. Map their professional network through customizable relationship types that reflect real-world connections.
Access all agreements with a customer in one place. View complete details of every contract, from consent forms to speaking agreements, including signed documents, with a single click.
See all projects involving a customer, from sponsored events to clinical studies. Track the status of each project and access complete details easily.
Set and view preferred contact times for a customer. Help your team reach them when it works best, with clear morning and afternoon slots for each day.
Field teams can update HCP and HCO information directly through the app. Process requests directly or through a trusted data provider to ensure your customer database is always accurate, reliable, and up to date.
Review every data change before it goes live. Maintain data integrity while capturing field team knowledge. Ensure consistent, reliable customer information.
Easily add new contacts or update existing records on the go. Update HCP and HCO contact data easily. Keep customer data current with guided in-app tools.
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Inception CRM saves sales teams time while increasing their productivity, effectiveness, and efficiency.