Industries · Life sciences
Zoho for Life Sciences
Field visits, accounts, tenders and orders in one view for your medical reps and managers.
- Zoho Authorized Partner
- Local team in Dubai, UAE
- Free, no-commitment consultation
Built for pharma, device and biotech teams
- Hospital, clinic and pharmacy accounts
- Field visit planning with mobile check-in
- Samples and product detailing logged
- Tenders, quotes and orders tracked
- Batch, expiry and service follow-up
Implemented by GNet, a Zoho Authorized Partner in Dubai.
Challenges
Where life sciences teams lose time and revenue
The problems we see most often before Zoho CRM is in place.
- No reliable record of doctor visits
- Visit reports never consolidated
- Tender deadlines kept in personal folders
- No live view of territory performance
The workflow
How life sciences companies run on Zoho CRM
The complete journey with the automations GNet configures at every stage. Click the image to enlarge it.
Sales pipeline
Eight stages, each with its own automation
Every stage has a clear owner, a next step and an automation that keeps the deal moving.
1. Account and lead captured
Hospitals, clinics, pharmacies, labs and distributors
Assigned to the territory rep
2. Visit planning
Monthly call plan by territory and account priority
Weekly call plan to each rep
3. Field visit and detailing
Check-in at the account from the mobile app
Follow-up task from every visit
4. Quote or tender
Price quote from the CRM product catalogue
Tender deadlines · price approval
5. Follow-up
Next step and date on every opportunity
Reminders before tender deadlines
6. Decision
Won: sales order in Zoho Inventory. Lost: reason recorded.
Lost tenders reviewed before next cycle
7. Order fulfilment
Stock allocated by batch and expiry
Delivery and payment reminders
8. Service and reorders
Device installation, training and service visits
Reorders and service visits scheduled
Tracker
Order tracker in one view
A guided Blueprint in Zoho CRM takes the team through each step after the sale, so nobody needs to ask where a file stands.
- PO received
- Stock check
- Dispatch
- Delivered
- Invoiced
- Paid
- Reorder
Dashboard
What management sees every day
An example of the live Zoho CRM dashboard GNet builds for life sciences teams. Figures shown are sample data.
Visits
Coverage
Tenders
Sales
Samples
Expiry
Zoho apps in this solution
Why GNet
A Zoho partner for life sciences
We design Zoho CRM around how your team works, with local support in Dubai.
- Account, department and doctor mapping for your territories
- Mobile visit check-in and call reports
- Product catalogue, price lists and tender tracking
- Zoho Inventory with batch and expiry tracking
Zoho One
One platform for your whole life sciences business
One connected system for sales, finance, HR and operations, with one login.
- Zoho CRM for leads, clients and deals
- Zoho Books for invoicing, payments and UAE VAT
- Zoho People and Zoho Payroll for HR and WPS
FAQ
Zoho for life sciences: frequently asked questions
Is Zoho CRM suitable for pharma and medical device companies?
Yes. GNet configures Zoho CRM for account and doctor management, field visit planning, samples, tenders and orders, and connects it to Zoho Inventory and Zoho Books for batches, delivery and invoicing.
Can medical reps log visits from their phones?
Yes. Reps check in at the account with the Zoho CRM mobile app, log products detailed, samples issued and next actions, and managers see visit coverage live.
Can we track batches and expiry dates?
Yes. With Zoho Inventory, stock is tracked by batch and expiry, orders are allocated accordingly and near-expiry stock appears on the dashboard.
How are tenders managed?
Each tender is an opportunity with its documents, submission deadline, pricing approval and outcome, with reminders before every deadline.
Free consultation
See this workflow running on your own process
Book a free session with a GNet Zoho consultant. We will map your process and show you how it works in Zoho CRM.
