Example: Pharma Sales Reps - Learn how to use SpeakerBook as a CRM for Key Opinion Leaders

July 1, 2020

By: Stephen

SpeakerBook is a great CRM for Pharma sales reps. At SpeakerBook we use the term KRM inplace of the standard CRM term that companies like Salesforce use. So what does KRM mean?

KRM stands for KOL Relationship Management.

SpeakerBook KRM is a CRM for Key Opinion Leaders. In the video example I’m a sales rep for Teva Pharmaceutical and am incharge of the product Bendeka in the sales territory of northern California.

    Here is how to use SpeakerBook as a Pharma CRM.
  • 1.Select a Industry speciality

  • 2. Search the products and locations to see all the KOLs for Bendeka in my territory.

  • 3. Review the generated KOL list to find the best KOL’s to contact

  • 4. Use the address tab in the KOL’s profile to contact the KOL

  • 5. After the first contact is made use the voice notes to manage the KOL relationship

Once we have the product and location information entered we can start to find the KOL profiles that matter. This profile generation is the foundation of SpeakerBooks CRM.

Now that we have the Bendeka customers to manage, let's sort the KOL list by the people that have received the most payments from Teva Pharmaceuticals. You can see Frank Koji Mori has the most payments from Teva Pharmaceuticals for the product Bendeka.

We have used SpeakerBook to establish the most valuable KOLs in our territory now let's get the contact information from the address page to start to build our relationship. After the initial meeting and contact with any of the 200 plus KOLs listed you can use the voice notes to keep all of your KOL notes safe and in one application.

You can repeat this process of contacting the KOLs in the list to build your Speaker Bureau.

Locate the top KOL’s in your territory, use the address page in the profile to contact that KOL. Once the contact is made you can manage that relationship with the notes tool in every KOL speaker Profile.

Now you can use SpeakerBook as your own custom Pharma CRM. SpeakerBook’s KRM list builder is a great CRM solution to manage the Pharma KOLs that matter to you.

Please watch the video for more information on how to use SpeakerBook as a CRM and go to the app store to download the SpeakerBook app Today.