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Version 2024.3 provides key updates to Inception CRM’s Search, Planner, Warehouse, Orders, and Update Request modules, along with many improvements to the overall user experience. This version also introduces support for Apple Push Notifications and a brand new module called “Tasks”. Read on to learn more.
Search: Create and save custom search filters for faster search results
Finding HCPs who match search conditions can be time-consuming. You have to spin up your search filters, select relevant parameters, and load the results. Chances are you’re repeating the same searches several times over.
Well, good news! A new feature in Search lets users save their searches and reuse them later. With “Saved Searches” you can now save your search filters and apply them with a single click.
No more sweating over search filters or trying to remember the conditions you used last time. Save your search conditions for future use with a custom label and spin up the results whenever you want.
There’s no limit to the number of searches you can save.
Customer Cards: Enrich customer details with additional information
Customer Cards now support a wider range of contact-related information. Admins can now show the department where an HCP works, for instance, as well as their position within it. They can also display the province or region of a given institution even if it’s not included in the address.
If details like these are relevant to your reps, then put them where they need it most: right at their fingertips.
Planner: View attachments and custom dashboards right inside the Planner
A good planner is key to a successful CRM strategy. It helps reps stay on top of their work. And it makes it as easy to review what they’ve done as it does to schedule their activities.
Reviewing is not only key to successful pre-call planning, it’s also vital post-call. That’s why Inception CRM unifies all relevant customer-related records in one view. Users see not only the call report, but also any expenses, samples, or orders recorded during the visit.
With this version, we’ve gone a step further, adding attachments into the mix. Users can now view attachments from other modules within any related activity. This makes relevant reference data immediately available without looking for it.
We’re also introducing custom dashboards that users can view inside their Planners. These new in-module dashboards respond to Planner controls, showing data for the dates users select. This makes it easy for reps to focus on the insights they need, right where they need them most.
Orders: Collect signatures on orders and set custom workflows for each order template
For many pharma companies, successful order management is vital to their business. That’s why Inception CRM makes it easy for pharmacy reps to prepare custom orders on the go.
But Pharma companies need more flexibility than ever. So, with this version, we’re introducing several key enhancements.
The first is the ability to configure unique workflows for each order template. This means that order templates no longer need to follow a common scheme. Templates can now have their own workflows. This will enable faster approvals and more efficient delivery of ordered goods.
The second enhancement concerns the layout of the product list in the order template. Product names now occupy their own row. This makes products — especially those with long names — easier to identify.
The third enhancement concerns attachments related to orders. The Orders module now supports template-based document creation, as well as signature capture. This means that Inception CRM can generate new documents based on templates. And when customers sign for an order, the system will add their signature to any relevant docs.
Last but not least, admins can now set for how long a pharmacist’s name is available for a selected pharmacy. When making a new order, reps often enter the name of the pharmacist receiving the order. Inception CRM keeps any names added by reps in the dropdown for easier entry next time. With this update, admins can decide how long the name will stay there without having to be re-added by users.
Warehouse: Find stock items by keyword
When dropping samples or other promotional items, speed is key. This is especially true in today’s environment where HCPs have limited face time for reps. Two new enhancements to the Warehouse module make this process faster than ever.
The first is a new search bar in the Warehouse module that lets users find items by keyword. As the rep types, the product list filters to reveal relevant matches. This allows the reps to find products without scrolling.
The second is a new sort order that makes it easier to scroll through the product list. Brands and products are now sorted A-Z, making them easier to find when scrolling. We’ve also improved the performance of the product list so products show up fast.
Update Requests: Link HCPs to departments within an institution
Most commercial databases store organization units (such as hospital departments) as distinct entities. Though linked to their parent organizations, they appear in CRM as separate businesses.
There are many good reasons for this. Different departments have different staff, different contact information, as well as distinct functions. Not all departments are relevant to a given rep’s commercial objectives.
But this can make things complicated for companies that manage their own databases. And sometimes reps only need department info for reference. That’s why we’ve introduced a new “Department” field for institutions. This attribute identifies where an HCP works in an organization.
As a result, users can now link the HCPs they create to the main organization and fill in the name of their department. Best of all, they only need to do this once as Inception CRM adds the department info to dropdowns for future use. HCPs added to the database later on can be linked to it.
Introducing Tasks: A new module that lets you assign tasks, reminders, and to-do’s to yourself and other users
With this version, we are launching “Tasks” — a brand new module that makes it even easier for users to collaborate. This flexible and configurable module supports custom task types, workflows, and alerts. These include personal reminders and to-do’s as well as tasks assigned by other users.
To make collaboration even easier, each task has its own comment section. This makes it easy for users to comment on assigned tasks, ask questions, and decide next steps.
There’s no limit to the number of task types admins can create. Admins can decide which types of tasks users can assign to other users and under what conditions. They can set the options available to assignees, including status changes. And they can define rules for task completion, along with other workflow changes.
Backed by a powerful configuration engine, the possibilities for customization are almost endless. Need your commercial field reps to be able to assign inquiries to their colleagues in medical? No problem. Create a new task type for it. Decide which fields they need to fill in, which users will receive the requests, and then push it to the field team.
Push Notifications: Introducing push notifications!
Inception CRM now supports Apple Push notifications. The app will now notify users who have push notifications turned on whenever a task is assigned to them.
Push notifications are currently only available for the new Tasks module. But we’ll soon be rolling out this feature to other modules so users never miss an important update.
Custom alerts will notify users as soon as a contract, project, event, or order is assigned to them. Clicking on an alert will open the Inception CRM to the exact screen they need to see.
Improved Workflows: More granular control over workflows and how they get assigned
Inception CRM no longer uses general role definitions to manage workflow rights. Instead, it evaluates a user’s rights based on their exact role assignment. This makes it easier to set up and it ensures that workflow-based assignments always go to the right user.
