CRM and field execution management

CRM and reporting for pharmacy execution

Turn pharmacy visits and collected field information into actionable tracking, reporting and decisions.

Apexion Intelligence

What we do

Apexion Intelligence created its own CRM around the real needs of its Quebec field team. It structures pharmacies, accounts and territories, supports visit planning, documents interactions and centralizes market observations.

The collected data is analyzed and shared with clients through activity reports, indicators and recommendations. We can also advise organizations seeking to improve the structure of their own CRM, follow-up processes and dashboards.

Common CRM challenges

Structure pharmacies, accounts, contacts and territories.
Track visits, actions, opportunities, listings and training.
Centralize field feedback and competitive intelligence.
Produce reports and improve the client’s CRM processes.

CRM and field execution management

Potential deliverables

Field activity tracking

Visits, actions, accounts, territories and next steps in one structure.

Market information

Pharmacy feedback, opportunities and competitive intelligence organized for use.

Client reports

Activity, progress, indicators and recommendations shared regularly.

CRM consulting

Processes, data and dashboards better aligned with organizational decisions.

Build a manageable customer relationship

Let’s create a simple, consistent CRM framework adapted to your teams.

Speak with an expert

Apexion Intelligence

Frequently asked questions

Who is the “CRM and field execution management” service for?

It is designed for Canadian, Quebec and international health, wellness and consumer brands seeking to enter or grow across Quebec pharmacies.

What types of products can be supported?

We support pharmaceutical and natural health products, dietary supplements, medical devices, cosmetics, dermocosmetics and personal care products.

How does an engagement begin?

We start by understanding the brand, its objectives, readiness and market realities. We then define the scope, priorities, responsibilities and expected outcomes.