Welcome to the Future of CRM Innovation
Proxima Cloud CRM continues to redefine excellence in customer relationship management. The Q4 2024 release introduces a comprehensive set of enhancements designed to boost efficiency, simplify operations, and provide users with advanced tools to succeed in the pharmaceutical industry.
Key Updates and Features
1. Section “Integration”: Axioma Database of Doctors and Organizations
Integrating the Axioma database into the admin panel enables seamless management of doctor and organization data by specialty, region, and country.
Benefits:
- Instant CRM integration for detailed analysis.
- Faster data uploads with minimized human error.
- Operate online without waiting for support.
- Uninterrupted functionality across regions, time zones, and languages.
2. Access to Power BI Reports on the Home Page
A new section in the main menu provides direct access to Power BI dashboards, streamlining navigation to analytics.
Benefits:
- Centralized dashboard access for quick data analysis.
- Flexible access rights management ensures security and personalization.
3. Section “Integration”: Distributor Reporting
Simplify the connection and processing of distributor reports with centralized data storage in CRM.
Benefits:
- Quick setup minimizes administrator workload.
- Centralized access enhances transparency and ease of use.
4. Section “Integration”: Connector with OneKey
Integration with OneKey allows efficient data management through intuitive connectivity.
Benefits:
- Simplified integration for administrators and users.
- Saves time and money by eliminating the need for custom connector development.
5. Group Mailings of Push Notifications
The new Instant Messages feature accelerates and simplifies push notification campaigns.
Benefits:
- Create recipient groups for targeted communication.
- Centralized communication management for improved workflows.
6. Embedded Power BI Dashboards in Web Version
Proxima Cloud CRM now supports up to 10 tabs of embedded dashboards for advanced analytics and KPI tracking.
Benefits:
- Flexible analysis of metrics like cycle plan execution and synchronization statistics.
- Decision-making support for managers based on current data.
- Real-time KPI monitoring for medical representatives.
7. Sales Plan/Fact Report
The Plan/Fact dashboard tracks sales progress and provides actionable insights.
Benefits:
- Independent of data provider, supporting seamless integration.
- Transparent reporting of sales by region and employee.
- Strategic support for decision-making and KPI monitoring.
8. Sending Messages from Power BI Reports
Enhance responsiveness with integrated messaging from Power BI dashboards.
Benefits:
- Instantly communicate with users on key metrics like synchronization.
- Simplify workflow and team communication.
- Enable targeted resolutions with precise messaging.
9. Home Page in the Web Version
The redesigned home page includes time trackers, reminders, and KPI transitions, managed via the Admin Panel.
Benefits:
- Easily customizable widgets for flexibility.
- Quick access to essential features saves time.
- Improved navigation enhances workflow efficiency.
10. Section “Integration”: Microsoft Teams & Outlook
Synchronize CRM calendars with Microsoft Teams and Outlook for seamless schedule management.
Benefits:
- Boost productivity through automated updates.
- Flexible adaptation to schedule changes.
- Reduce missed appointments and simplify planning.
11. Section “Integration”: Event Machine
Integrate Event Machine to manage events directly from the CRM interface.
Benefits:
- Target audiences with precise event-based messaging.
- Easily transition to Event Machine for organizing webinars, roundtables, and more.
12. Data Import – Sales
The sales data import tool consolidates information from various sources into a single dashboard.
Benefits:
- Universal dashboard for comprehensive sales analysis.
- Easy data upload process with guided customization.
13. DSR Tool: Data Change Requests
The DSR tool enables transparent and efficient data request management.
Benefits:
- Efficiently accept or reject data requests.
- Transparent change management improves accuracy.
- Saves time by automating data processing.
14. Geoforce Powered by Google Maps
Geoforce integration provides accurate and intuitive mapping for field representatives.
Benefits:
- Improved route planning with detailed maps.
- Reliable and up-to-date geolocation data.
- Simplified navigation for enhanced productivity.
Looking Ahead to 2025
Geoforce integration provides accurate and intuitive mapping for field representatives.
Benefits:
- Improved route planning with detailed maps.
- Reliable and up-to-date geolocation data.
- Simplified navigation for enhanced productivity.
