Proxima Cloud CRM
Business
Free · Designed for iPad
The Proxima Cloud CRM mobile app is a flexible tool for optimizing field force operations.
It helps medical representatives efficiently work with their client database, schedule site calls, appropriately use customer communication channels, and quickly and easily capture, store, and track key information about their activities.
With an intuitive interface, offline access and data storage in a secure cloud environment, Proxima Cloud CRM mobile app is ideal for managing tasks while on the go.
The functionality of the mobile app includes three main blocks:
- Customer database management:
- Maintaining a database of HCO / HCP
- Keeping the entire history of customer relations (business card history, contact development history, categorization, call history and messenger communication)
Management of sales on the territory of the medical representative:
- Allocating and maintaining sales plans for the assigned territory of the medical representative
- Distribution of individual sales plans for each medical representative
- Displaying pharmaceutical balances at sales outlets.
- Business intelligence, allowing you to analyze plan-to-fact sales figures, balances, potential, and much more.
Medical representative activities management:
- Scheduling calls and creating an itinerary plan
- Recording the results of calls made, appointments made
- Planning and recording of rep checks
- Planning and recording of group events
- Recording expenses
- Conducting customer surveys to increase loyalty
- Conducting CLM presentations with subsequent analysis of the depth and duration of each slide
- Generation and distribution of orders, control of medication balances
- Auditing prescriptions and monitoring of promotional activities
- Automatic reporting for medical representatives
Advantages of using a mobile application:
- Minimizes routine user tasks and allows you to focus on meeting targets
- Provides a transparent picture to evaluate each employee's performance
- It has a built-in security system that protects data from loss and leakage
- Allows integration with Proxima OCM to increase communication channels with customers
You must have an account to use the application.
For access details, send an email to office@proximaresearch.com
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Bug fixes and minor improvements
The developer, Proxima Research LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Proxima Research LLC
- Size
- 82.7 MB
- Category
- Business
- Compatibility
Requires iOS 14.0 or later.
- iPhone
Requires iOS 14.0 or later. - iPad
Requires iPadOS 14.0 or later. - iPod touch
Requires iOS 14.0 or later. - Mac
Requires macOS 14.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Location
- This app may use your location even when it isn’t open, which can decrease device battery life.
- Languages
- English
- Age Rating
16+
- 16+
- Frequent
Medical Treatment information
Infrequent
Alcohol, Tobacco, Drug Use or References
- Copyright
- © Proxima Research International LLC