AI-Powered Pharma CRM for Omnichannel Excellence
in Life Sciences

Empower HCP engagement with the power of Generative AI — transforming every interaction into actionable insights and driving unparalleled customer experiences

Redefine CRM. Conquer the Omnichannel Frontier.

In pharma, it’s not about how many interactions you have—it’s about making each one count. Sales Vision AI Pharma CRM is the omnichannel powerhouse that doesn’t just connect; it crafts impactful HCP Engagement with precision and purpose. Powered by cutting-edge AI, it’s your go-to for targeted outreach, seamless communication, and a next-level CX experience.

Truly Omnichannel. Seamlessly Integrated.

From face-to-face meetings to remote calls, Sales Vision AI Pharma CRM brings every interaction under one roof. Reps and marketers get everything they need to engage HCPs through every channel—intelligently, consistently, effectively.


omnichannel

Rep-Triggered Emails: Precision Meets Personalization

Empower reps to send targeted, compliant emails straight from the CRM. Every email is logged, every click tracked, and every follow-up automated. Utilize templates or create custom messages, aligning content with HCP interests. Track open rates, click-throughs, and responses—turning every email into a strategic engagement.

CLM (Closed-Loop Marketing): Dynamic Content, Data-Driven Impact

Engage HCPs with interactive PDFs, HTML5 presentations, and 3D animations. Every touchpoint is tracked, providing real-time insights into what resonates. Tailor content paths based on HCP preferences and refine strategies with content performance analytics.

Automated Messaging: Always On, Always Relevant

Stay connected without manual effort. Send rule-based SMS, Viber, WhatsApp, and email messages triggered by CRM actions. Personalize communication while maintaining full GDPR compliance. Analyze response rates to optimize timing and content.


Order Management: Real-Time Sales Efficiency

Streamline the order process from capture to fulfillment. Reps can place orders, view stock levels, and track order history directly in the CRM. Automated email confirmations ensure consistency and reduce manual errors, enhancing operational efficiency.

GDPR-Compliant Consent Management: Secure and Scalable

Manage consents seamlessly with time-stamped records and automated renewal triggers. Collect, update, and verify consents through multiple channels while ensuring full compliance with data privacy regulations.

Remote Calls: Connect Anytime, Anywhere

Bridge the gap between in-person and remote interactions. Conduct video and voice calls, share content, and log call details—all within the CRM. Track call duration, feedback, and follow-up actions to maintain engagement continuity.

Surveys & Feedback Collection: Real-Time Insights, Instant Impact

Gather actionable feedback before, during, or after interactions. Launch targeted surveys to gauge product interest, content effectiveness, and overall satisfaction. Feed insights back into the CRM to refine future engagement strategies.

Everything Works in Sync—Every Module, Every Interaction.

Sales Vision AI Pharma CRM – Your all-in-one platform for seamless omnichannel engagement, CX optimization, and data-driven HCP interactions.

The Sales Vision Ecosystem connects and supports many leading industry apps.
A robust Pharma CRM like Sales Vision can’t be an isolated silos. That is why we have working APIs to leading apps which pharma runs on. From simple newsletter integrations to very robust and complex ERP solutions. We master every logical data-set from and to Sales Vision CRM.

Meet Nikola - Your AI Co-Pilot

Lost in data? Just ask Nikola.
This 24/7 conversational AI assistant is more than a guide
— it’s your CRM whisperer.
Navigate tasks, find insights, and execute actions without missing a beat.

Ask Nikola. Your Generative AI assistant.


Generative AI is here to assist and help in your commercial capabilities. That is why we invented our AI engine “Ask Nikola” (in reference to Nikola Tesla). He helps your commercial teams in navigating, executing and partnering in every simple and comprehensive prompt.

Ask Nikola:
AskNikola-2048x1260

Smart AI Scheduling – Speak. Schedule. Sell.

Got a packed day? Let AI handle the logistics. Plan visits, events, and workflows hands-free. Whether you’re on the road or in the office, AI keeps your schedule airtight and your focus on closing deals.

AI-Powered Analytics – Data Without the Data Scientist

Why guess when you can know? Sales Vision’s AI dissects key metrics in real time, surfacing predictive insights and actionable recommendations. It’s like having a data genius on speed dial.

Precision Targeting – The Right Lead, Every Time

Stop fishing in the wrong pond. AI-powered filters sift through your database, spotlighting HCPs by engagement, specialty, and potential. Because in pharma, precision isn’t just valuable — it’s vital.

Sales Vision delivers precision, not guesswork.
Why get a demo?

Omnichannel, Unified, Unmatched

One platform, every touchpoint. Sales Vision merges CRM with CX Pharma, AI-powered insights, and omnichannel CRM capabilities into a single, streamlined powerhouse.

AI With a Purpose

This isn’t just automation—it’s intelligence. Sales Vision’s AI sharpens every interaction, transforming data into strategic moves that drive meaningful HCP engagement.

Beyond Boundaries

Whether you’re offline, online, or somewhere in between, Sales Vision keeps your team connected across iOS, Android, and Windows.

Security Built-In, Not Bolted On

GDPR compliance and rock-solid data protection are woven into every layer of the platform. Because trust is earned, not assumed.

Scalability Without Limits

Whether you’re a lean team or a global force, Sales Vision adapts, expands, and elevates—aligning with every market, every strategy, every step forward.

Sales Vision Modules

HCP's and Institutions 360° view of hcps and institutions
Smart customization for targeted engagement
Real-time access, anytime, anywhere
A customizable and detailed database that helps you store and manage information about HCPs and institutions. Tailor the database to meet your specific needs, ensuring all relevant details are at your fingertips.
Analytics Ai-powered insights for smarter decisions
Over 200 ready-to-use reports with advanced filters
Scheduled reports delivered straight to your inbox
Analyze your data with multiple tools, including AI-driven insights and over 200 predefined reports. Use filtering, export options, and even schedule reports to be sent directly to your email for easy access.
Calendar Seamless integration of planning and reporting workflows
Full visibility and control over field force execution
Centralized hub for activity tracking, events, and supervision
Stay organized by tracking all your activities, including planned visits, day reports, events, and any other key activities. This module helps you manage your schedule and stay on top of your responsibilities.
Marketing Plan Ai-assisted segmentation for maximum impact
Precision targeting aligned with strategic priorities
Smarter resource allocation through data-driven planning
Focus on the right people by creating a target list that fits your specific goals. Instead of contacting everyone, prioritize the most relevant HCPs and institutions to make your marketing efforts more efficient.
Route AI Let AI do the heavy lifting by suggesting optimized routes and visit plans based on your location, customer data, and the last time you interacted with each contact. This ensures you’re always making the most of your time.
And more... OTHER MODULES RTE (Real-Time Engagement)
Microtargeting
Dashboards & KPI
Competitor Tracking
Conference Call
Bookvision
Individual Development
Workspaces
Messages Module

Sales Vision AI Pharma CRM