Greater simplicity and improved import – Optimize 4.0 has been launched!

Simplified reporting processes, a smoother interface and an improved import management function are some of the key improvements of CDM Optimize Pharma 4.0. The newest version of this leading life science CRM solution built in Microsoft Dynamics CRM has the following key features.

• Improved overview in the daily work of sales representatives The new planning center will provide even better dashboard functionality for the sales reps – giving higher effectiveness, user satisfaction and data quality.
• Quicker and simpler activity reporting Reporting detailing, sample handouts and expenses can now be done in a one-screen, one-click interface.
• Streamlined activity target planning for sales managers The scoring and budgeting of influencing activities has been reworked which helps simplify this process for pharmaceutical companies.
• Tight integration of segmentation processes in the daily sales operations Improved administration of the segments a user can be aligned with.
• Drag and drop calendar and appointment management
• Pre-call activities Now sales or marketing managers can create sets of questions that should or must be researched at each of sales reps' meetings with doctors and other key stakerholders.
• Improved Import Manager Now you can import data from any data provider easily and in a scheduled manner.