Pharmaceutical Field Sales Workforce Management Software

Manage pharmaceutical sales leads, customer information, appointments, territories, routes, field activities, follow-ups, and representative activity from one connected platform.

NavigatorPro helps pharmaceutical field sales teams organize customer and prospect information, coordinate field visits, manage sales activities, and maintain visibility into representative activity throughout the workday.

Quick summary

What Should Pharmaceutical Businesses Look for in Field Sales Software?

Pharmaceutical field sales teams work across healthcare provider offices, clinics, hospitals, and other customer locations, making it important to keep prospects, customer information, appointments, field activities, and follow-ups organized.
The right pharmaceutical field sales software should help teams manage customer and prospect information, schedule appointments, organize territories, plan routes, assign field activities, track representative activity, and review sales information.
NavigatorPro connects these sales and field activities in one platform, helping representatives organize their daily work while giving managers visibility into field activity throughout the workday.

The Problem

Common Challenges for Pharmaceutical Field Sales Teams

Managing pharmaceutical field sales across multiple territories requires teams to coordinate healthcare provider accounts, prospects, appointments, field representatives, follow-ups, and daily sales activities.

Managing Pharmaceutical Sales Leads

Pharmaceutical sales teams can lose track of prospects, follow-ups, and opportunity progress when customer and sales information is spread across territories.

Coordinating Customer Visits

Healthcare provider meetings and sales visits can become difficult to coordinate when representatives manage multiple appointments across different locations.

Managing Sales Territories

Sales coverage can become difficult to organize when representatives work across different healthcare provider locations, territories, and customer areas.

Assigning Field Activities

Managers can struggle to keep assigned sales activities, customer visits, follow-ups, and activity progress aligned across representatives working in the field.

Tracking Representative Activity

Managers can lack visibility into representative locations and field activity while teams are working across territories during the day.

Reviewing Sales Activity

Managers can have difficulty reviewing sales activity, appointments, field activities, expenses, and representative activity in one place.

What Can Pharmaceutical Businesses Do With NavigatorPro?

Pharmaceutical field sales teams coordinate customer and prospect activity across healthcare locations, territories, and scheduled sales visits. NavigatorPro brings these activities together so representatives can manage their daily work while managers maintain visibility into field activity. From lead management and appointments to territories, routes, customer visits, expenses, and performance information, teams can manage key field sales activities from one platform.

Lead Management

Organize pharmaceutical prospects and customer information, assign leads to representatives, and keep opportunities accessible throughout the sales process.

Sales Pipeline

Track pharmaceutical sales opportunities through defined sales stages so representatives can manage follow-ups and the next steps.

Appointment Management

Keep healthcare provider meetings and sales appointments organized so representatives can prepare for visits and managers can track scheduled sales activity.

Job Management

Create and assign field activities to representatives, monitor progress, and maintain records of completed and pending sales work.

Crew Dispatching

Coordinate pharmaceutical field activities by assigning work to representatives based on customer needs and the requirements of each sales activity.

Route Planning & Optimization

Plan routes around healthcare provider and customer locations so representatives can organize daily visits and manage travel between scheduled sales activities.

Real-Time Visibility

View representative locations and field activity from clock-in to clock-out during working hours, helping managers stay informed with field tracking software.

Location Verification

Use location information from field activity to support records of representative presence, customer visits, and field attendance.

Field Check-In & Clock-In/Clock-Out

Record field attendance through location-based check-ins and clock-in and clock-out activity, creating a record of when representatives begin and finish their working day.

Location-Based Alerts

Set geographic boundaries and receive alerts when representatives enter or leave defined areas, helping managers stay informed across sales territories.

Proof of Visit

Capture location-based proof for customer visits, giving pharmaceutical sales teams supporting records connected to completed field activity.

Custom Field Forms

Create customized forms for customer information, feedback, surveys, and other field activities that representatives can complete during customer visits.

Real-Time Notifications

Keep representatives and managers informed about relevant assignments, updates, appointments, and field activity through real-time notifications.

Workflow Automations

Automate selected workflows and actions to help teams manage recurring sales activities and keep defined processes moving.

Performance Analytics

Review sales activity, field activity, appointments, representative activity, and other available business information across the sales operation.

Analytics Dashboard

Access sales and field information through a centralized dashboard to review territory activity, customer visits, and team activity.

User Management

Manage users and their access within the platform so pharmaceutical sales organizations can organize representatives, managers, and other team members.

Expense Management

Record and manage sales-related expenses so representatives can maintain expense information while managers review field spending.

Built for How Pharmaceutical Field Sales Teams Work

Pharmaceutical field sales teams may have representatives working across healthcare provider offices, clinics, hospitals, territories, and other customer locations, making it important to stay connected throughout the workday.

Healthcare Provider Visits

Manage prospects, appointments, customer visits, sales activities, and follow-ups while keeping customer information organized.

Territory Sales

Organize customer information, appointments, territories, routes, and field sales activities while maintaining visibility across representatives.

Field Sales Activities

Manage prospects, customer visits, routes, field activities, and performance information from one connected field sales platform.

Integrations

Connect NavigatorPro With Your Existing Tools

Why Pharmaceutical Businesses Choose NavigatorPro

NavigatorPro brings sales management, field activities, customer information, and team visibility together in one platform.

Easy to Use

Manage leads, appointments, customer information, and field activities through a straightforward platform built around everyday pharmaceutical field sales workflows.

Rich in Features

Bring lead management, sales pipelines, appointments, territories, routes, field activity, customer visits, expenses, and performance analytics together in one platform.

Affordable

Access lead management, field sales, territory, tracking, and performance capabilities through one platform starting at $10/user/month.

Less Software Switching

Manage leads, appointments, routes, field activities, expenses, and performance information in one platform instead of switching between separate sales tools.

Trusted by Leading Organizations

keffy
swagun
scynor
kingly

About NavigatorPro

NavigatorPro is a field sales and service platform that brings sales management, field operations, customer information, and team visibility together in one connected platform.

It helps teams manage leads, appointments, territories, routes, field activities, customer visits, expenses, and performance while giving managers visibility into field operations during working hours.

Frequently Asked Questions

Questions Pharmaceutical Field Sales Teams Have About NavigatorPro

NavigatorPro helps pharmaceutical field sales teams manage leads, sales pipelines, appointments, territories, routes, field activities, customer visits, expenses, and performance information from one platform.

Teams can organize pharmaceutical prospects and customer information, assign leads to representatives, and track opportunities through defined sales stages.

Representatives can schedule appointments, manage assigned field activities, and plan routes around customer locations so they can organize their daily sales visits.

Live Rep Tracking gives managers visibility into representative locations and field activity from clock-in to clock-out during working hours, helping them stay informed throughout the workday.

Managers can review location information, field check-ins, clock-in and clock-out activity, and Proof of Visit records to maintain records of representative activity and customer visits.

Representatives can complete Custom Field Forms, add visit information, and capture Proof of Visit during customer visits, helping teams maintain organized field sales records.

Managers can use Performance Analytics and the Analytics Dashboard to review available sales activity, appointments, leads, representative activity, expenses, and other field information.

Ready to Use NavigatorPro for Pharmaceutical Field Sales?

See how NavigatorPro can help your pharmaceutical field sales team stay organized and connected across daily field operations.

Download the App

Manage pharmaceutical leads, plan routes, update customer visits, and complete daily field sales work from your phone.