Plan targeted outreach to boost 1-on-1s with HCPs and HCOs
Get your sales reps a seat at the discussion table with highly-personalized, ROI-driven content that sparks real conversations and drives action. Automate mailers and use AI-led insights to reach leads at the right time and in the right mode.
Leverage data to open dialogues with device users
Equip the sales team with AI-enriched, contextual data to personalize their sales pitch. Deliver impactful insights on cost vs. benefit and unique advantages against key competitors that can help close deals faster.
Engage leads using an omni-channel CRM
Be available across social and communication channels such as email, chat, SMS, telephony, or social media. Send a quote, set up a demo, loop in a solution expert, or close a deal—respond to enquiries via any channel from within the CRM.
Grow across the health system with key account management
Create long-term partnerships with committed accounts through extended services or warranties. Expand relationships with clinicians, administrators, supply chain professionals, and other stakeholders across the health system.
Simplify medical device quoting and approvals
Quote with clicks—from one-page to multi-page documents, generate quotes instantly. Auto-approve discounts and flexible payment plans for large or repeat customers. Create workflows to convert quotes into orders and send notifications to OEMs and logistics.
Improve sales performance with data-driven insights
Identify top performers for each territory. Drill down to discover the combination of activities such as the number and duration of calls, meet-ups, emails, and demos that help close sales. Replicate the success formula for other products and boost revenue.
Optimize field visits with a route planner*
Enable field sales and service technicians to cover more ground with minimal travel. Help field staff plan their daily activities, schedule site visits or services, and set up demos or meetings. Give them access and updates to customer data on the go. *Available through integration with Zoho RouteIQ
Manage vaccine lifecycle from a single dashboard
Maintain records of vaccines administered by batch numbers. Verify and store health credentials before administering vaccines. Keep in touch with recipients after vaccination and keep a record of adverse effects, if any, as per CAPA regulation.
Lead innovation with effective trials and research management
Recruit the best candidates for clinical trials using a repository of health information. Automate follow-ups, track trial progress, and use AI to flag incomplete or inconsistent entries. Streamline administrative efforts and ensure compliance with regulatory bodies.
Stay compliant with FDA, EMA, CAPA, and other regulations
Centrally host all documents, approvals, and audit trails for every new drug or device manufactured. Maintain a single source of truth regarding device certifications, safety audits, and adverse events to ensure audit-readiness.
Disclaimer: Zoho CRM isn't an out-of-the-box vertical CRM solution. It's an industry-agnostic CRM platform that can be customized to suit various industries. The capabilities and solutions showcased above are a result of such customization.