Sales & Medical Representatives

Manage visit planning, reporting, expenses, and promotional activities in a single system.

Services Built for Sales & Medical Representatives

Our customized solutions help Sales & Medical Representatives track performance, streamline workflows, and optimize routine tasks, so they can manage their HCP and HCO base more effectively and deliver better results.

Activity Planning

Plan and schedule visits for timely, productive interactions with HCPs.

Comprehensive Reporting

Centralized reporting system for tracking visits, expenses, and promotional activities.

Resource Optimization

Access resources and data in one place, without switching between systems.

How It Works

Proxima Cloud CRM gives Sales & Medical Representatives one platform for day-to-day planning, reporting, and resource management. Centralized tools for visit scheduling, report creation, expense tracking, and promotional activities let reps focus on their core responsibilities and on engagement with healthcare professionals (HCPs).

User-friendly interface

Plan and schedule visits with color-coded visit types, making daily tasks easy to track.

Feedback

A centralized system of notifications and reminders, plus a dashboard for performance monitoring and expense tracking.

AI support

Multilingual AI chatbot providing 24/7 support and guidance for daily tasks and general CRM use.

The Software for Sales & Medical Representatives

Proxima Cloud CRM centralizes Medical Representatives’ activities into one system. With easy access to scheduling, reporting, and promotional tools, reps can focus on building stronger relationships with healthcare professionals.

Proxima Cloud CRM Sales Rep Playbook

Sales & Medical Representatives Playbook

6 Videos

Would you like to be contacted, learn more about our product, or receive personalized advice?

Success Cases

Sales & Medical Representatives success cases

See how our solutions have helped clients grow.

Acino: Boosting Medical Services with Proxima Research

Acino, part of a Swiss pharma group, employs Proxima CRM, OCM, and Axioma to improve operations across eight nations. Integrated with MedAcino, these platforms enable remote engagement, advancing promotional efforts and team efficiency since 2015.

Natcofarma: Elevating Audience Engagement with Proxima OCM

Natcofarma utilizes Proxima OCM for tailored event invites, achieving up to 84% delivery and 11% CTR at HEMO and SBOC congresses. This collaboration increased booth visits by 30%, highlighting the effectiveness of multichannel outreach.

Testimonials

What Our Clients Say

Hear directly from the pharma companies using Proxima Cloud CRM, and see how it’s changed the way their teams plan, report, and engage with healthcare professionals

Trusted Company

Technology Is Only as Good as the People Behind It

More than 30 years of expertise worldwide.
Solutions available in 40+ countries.
Trusted globally by 350+ business partners.

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