One system for pharmaceutical marketing teams: backoffice control for managers, and a field app where medical representatives plan, report, and use Smart Planning and Smart Insights.
Managers run KPIs, approvals, calendars, coaching, samples, and security in the web backoffice. Medical representatives work the day in the field app — including Smart Planning and Smart Insights.
For marketing managers and supervisors: Dashboard KPIs, Planning calendars and approvals, Calls Reporting and samples, and Security Definitions — review and control from the office.
Monitor presence, plan adherence, visit frequency, coaching progress, and organization health from one executive view — without digging through separate reports.
Stay ahead of missing visit reports, incomplete plans, vacation conflicts, and overdue coaching so supervisors intervene while there is still time in the cycle.
Centralize plan approvals, client change requests, and outstanding submissions so nothing waits in email threads or personal notes.
Build and follow medical-representative calendars alongside Supervisor Calendar so planned calls, events, and leave are visible before the week starts.
Record Vacations and Events and Activities against the call plan so demand is redistributed and supervisors know which territories need temporary coverage.
Inspect the Calls Reporting list — daily visit detail, products and messages, samples, and admin decisions — so coaching is based on submitted reports.
Track Dual Visit Days Received and Given so field coaching stays structured and comparable across the team.
Follow Samples Inv. Trx., M.R. Samples Balances, and Client Samples Summary so marketing can reconcile promotional stock without spreadsheet chase-downs.
Manage the user list, security hierarchy, area access, and activity monitoring so each role sees only what it should.
For medical representatives: prepare the day, follow My Plans, capture My Reports, browse My Clients — plus Smart Planning and Smart Insights on the device.
Start each day knowing where to go and what matters most.
Open the day with presence status, plan progress, alerts, and the visits that need attention — so the representative starts with context, not a blank list.
Mark presence and keep supervisors aware that the representative is active in the field for the planned day.
Review the customer profile, last visit outcome, products to discuss, and open actions before the call starts.
Execute the approved schedule and adapt when the day changes.
Work from the approved call plan day by day — see which visits are done, pending, or need rescheduling without leaving the app.
Use the day's sequence to reduce travel waste and keep high-priority classes covered within working hours.
When a visit slips, capture the reason and move work forward so supervisors still see an honest picture of coverage.
Turn each call into structured, coachable information.
Submit structured visit reports with customers seen, discussion themes, samples, and next steps before the day ends.
Select approved products and promotional messages so detailing stays consistent with marketing guidance.
Log sample handovers with the visit so inventory and compliance stay aligned with what actually happened in the clinic or pharmacy.
Keep customer knowledge current between visits.
Search and browse the territory book with class, specialty, and location cues so representatives spend less time hunting for the next door.
Open prior visits, coaching notes, and outstanding actions so every call builds on the last one.
Propose new customers or profile corrections for backoffice approval instead of maintaining a private spreadsheet.
In the field app: turn call demand, working days, and geography into realistic visit suggestions — then accept, reject, or refine before the working schedule is set.
Plans begin from class and territory call demand, not empty calendars.
Working days, leave, and events shape how much can realistically be scheduled.
Nearby customers are grouped so routes stay finishable in a real working day.
Suggestions never auto-publish — review comes first.
Calculate how many calls each class and territory needs in the month before anyone draws a calendar — so plans are demand-led, not guesswork.
Fold working days, leave, and events into capacity so suggested plans do not overload a short month or ignore known absences.
Generate suggested visits that balance class targets, frequency rules, and territory workload — then refine instead of building from a blank grid.
Cluster nearby customers on the same days so travel time stays reasonable and high-value accounts are not scattered across the week.
Every suggestion stays under human control: supervisors and representatives review the draft, adjust exceptions, and only then publish the working plan.
Preview remaining coverage mid-cycle and replan missed or deferred calls so month-end targets are still reachable.
See overloaded versus light territories in the draft so supervisors can rebalance before the month starts.
Apply class frequency and cycle rules automatically so suggested plans stay aligned with marketing standards.
Once reviewed, publish the plan so representatives see the same schedule supervisors approved — with a clear change history.
In the field app: early signals on coverage, compliance, and visit quality so representatives and supervisors act while the cycle can still be saved.
Coverage and compliance signals appear while the month can still be saved.
Insights look at detailing, messaging, and samples — not visit counts alone.
Field development themes stay visible across cycles.
Recommended next steps help managers assign follow-up.
Highlight customers, classes, and territories falling behind plan so supervisors intervene in week two — not after the month closes.
Compare planned versus executed visits continuously so compliance conversations are factual and timely.
Combine visit volume with detailing depth, message use, and sample patterns to understand whether activity is productive.
Track coaching completion, recurring themes, and whether feedback is translating into better field behavior.
Watch sample velocity, concentration, and exceptions so marketing can question anomalies before stock or compliance issues grow.
Surface suggested follow-ups — who to coach, which plans to revisit, which territories need a coverage push — so insights do not stay as charts alone.
Track how coverage, compliance, and coaching move month to month so improvements and regressions are obvious.
Surface the highest-impact exceptions — long gaps, chronic non-compliance, and unusual sample spikes — in one prioritized list.
Generate concise briefings per representative with the signals that should drive the next coaching conversation.
Ask MultiTech how OneCRM Pharma can improve planning, coaching, and daily call reporting.
