Pharmaceutical sales ops: Capture RFQs into CRM

Business development managers in pharma miss RFQs from web forms, causing incomplete quotes and stalled deals. It creates standardized RFQ records in your CRM so sales reps begin follow-up promptly.

Overview

Pharmaceutical sales ops risk stalled deals when RFQs submitted online never reach the CRM. This workflow turns each web RFQ into a standardized CRM record and routes it to the right rep, transforming handoffs so follow-up starts promptly and missed quotes become a thing of the past.

Notable Features

Create standardized RFQ records
Assign RFQs to sales reps
Prevent duplicate quote submissions