Pharma SFA software for medical reps

Call reports say the doctors were seen. Pharmacy and stockist sales say whether it worked. BeatRoute puts doctor calls, samples, pharmacy audits, OTC orders and stockist stock in one app.

HCP Coverage & Detailing

with Medical Reps

HCP Coverage & Detailing with Medical Reps

Pharmacy & OTC Execution

with Chemists & Stockists

Pharmacy & OTC Execution with Chemists & Stockists

HCP Activation & CME

with Events & Education

HCP Activation & CME with Events & Education

Pharma and consumer health brands on BeatRoute

Shalina Healthcare
Unilab
Guill-Bern
Philcare
Detoxicare
DynaDrug

What software does a pharma company need for its field force?

A pharma company that sells through stockists needs two kinds of software for its field sales: pharma SFA software for the reps' day, and a distributor management system (DMS) for its stockists. If you run a pharmacy and need billing and stock control, you want pharmacy software instead.

Pharma SFA (sales force automation) software is the app a pharmaceutical field force runs on: medical representatives (MRs) plan doctor and pharmacy calls, file call reports, track samples and claim expenses.

It also records RCPA (retail chemist prescription audit), so managers see which doctors' prescriptions turn into pharmaceutical sales at nearby pharmacies. Read our guide to pharma SFA and HCP engagement.

The baseline every MR team needs

  • BeatRoute call report for a visit to a cardiologist, marked interested, with a button to submit the report

    Daily call report (DCR):

    Reps log each doctor and chemist call on the phone. See our MR reporting software.

  • BeatRoute check-in at 09:02 with a verified location on a map around the rep's position

    Attendance and geo-tagged calls:

    Every call carries a location stamp, so padded reports stand out.

  • BeatRoute route covered today on a map with four numbered stops, the distance and an allowance built from the route

    Travel and expense claims:

    Allowances are built from the route the rep actually covered.

  • BeatRoute sample trail for a product pack showing samples received, given to doctors and left

    Sample and promo material trail:

    Reps log samples by doctor, so their stock adds up.

  • BeatRoute tour plan for one day with a doctor, a chemist and a joint visit with the manager, approved by the manager

    Cycle plans and tour plans:

    Managers approve each month's tour plans by doctor class.

  • BeatRoute e-detailing product video for Nexvita Zinc+ with a play button, and the slides the doctor has viewed counted

    E-detailing:

    Reps show product videos on a tablet and see what each doctor viewed. See our e-detailing software.

What managers see

  • BeatRoute manager view comparing each rep's calls with the cycle plan and flagging a Class A doctor not yet visited

    Calls against the plan:

    Missed doctors show up while there is still time to visit.

  • BeatRoute KPI scorecards for calls per day and Class A coverage with progress against target

    Targets and scorecards:

    Rep, territory and team scorecards update through the month.

  • BeatRoute view of a pharmacy near a doctor's clinic with the pharmacist and a chart of secondary sales

    Pharmacy and stockist sales:

    Secondary sales at each pharmacy and stockist sit beside doctor coverage.

Nurturemed Pharma in the Philippines raised the productivity of its medical reps by 20% on BeatRoute.

Pharma software: which kind does which job?

BeatRoute suits pharmaceutical companies and consumer health brands with large teams of medical reps who want detailing and call reporting in the same app.

Kinds of pharma software compared by what they do and who they suit
Kind of softwareWhat it doesWho it suitsWhat it leaves out
Pharmacy billing and stock softwareBilling, batch and expiry tracking and stock for a shop or wholesaler.Pharmacies and medical stores.Reps, doctors and call plans.
Pharma ERPProduction, batches, finance and invoices to stockists.Plants and head office finance teams.The rep's calls and pharmacy sales.
Call-reporting pharma SFACall reports, attendance, samples, expenses and cycle plans for MRs.Prescription-only teams.Pharmacy sales, OTC orders and stockist stock.
Distributor management system (DMS)Stockist stock, secondary sales, orders and claims.Brands selling through many stockists.Which doctor drove a sale.
Pharma SFA with DMS (BeatRoute)The MR basics plus RCPA by doctor, OTC orders, hospital teams and stockists.Brands with prescription, OTC and hospital teams.Too much if one small team only needs call reports.

What BeatRoute adds to the MR basics

When a doctor's prescriptions don't show up at the linked pharmacies, check the stockist's stock before you question the rep. BeatRoute shows calls, pharmacy audits and stockist stock side by side.

Doctor calls linked to pharmacy sales

Each doctor is linked to the pharmacies near the clinic, so reps see whose prescriptions move stock there. Managers join visits in the app.

  • Doctor–pharmacy links
  • RCPA by doctor
  • Joint visits
BeatRoute prescription audit at a pharmacy, recording a product's prescriptions and whether the pharmacy has stock

OTC orders and stockists on the same app

OTC teams take pharmacy orders, run schemes and audit displays. Stockist stock and sales sit in the built-in distributor management system.

See the distributor management system→
  • Pharmacy orders
  • Trade schemes
  • Stockist stock and sales
BeatRoute pharmacy visit with its scheduled calls and a feedback form logging a short-supply issue

Hospital accounts and CME

Hospital key account managers get their own visit norms and scorecards, and incentives can follow them. Each CME is tracked by the doctors who attended.

  • Hospital KAM scorecards
  • CME and seminars
  • Attendance by doctor
BeatRoute doctors' meet record with its date, a photo of the session and the doctors who attended

See your prescription, OTC and hospital teams on BeatRoute.

Bring your visit norms and focus brands.

AI that plans the MR's day towards your sales goals

Scheduling AI Agent

Each morning, ranks the MR's doctors and pharmacies by where prescriptions are slipping.

Journey Planning AI Agent

Moves a missed doctor into this week's cycle plan.

Customer Insights AI Agent

Before each clinic visit, prepares an agenda for the doctor.

Order AI Agent

At the pharmacy, suggests OTC products from your focus lists.

VM Audit AI Agent

At the counter, checks the shelf display from one photo.

BeatRoute Copilot

Answers the manager's questions about doctor coverage and prescription trends in plain English.

See how visit planning works→

Frequently Asked Questions

Does BeatRoute support RCPA and HCP–pharmacy linkage?

Yes. During the visit, the rep records what the doctor agreed to prescribe. RCPA at the linked pharmacies then checks it by molecule and by doctor, so you see which doctor drove which pharmacy's sales.

How long does it take to roll out pharma SFA software?

PT Combiphar went live on BeatRoute SFA in two months, with separate workflows for its prescription and OTC teams. Yours depends on your teams and integrations. BeatRoute connects to your ERP, finance and HR systems through its Matrix middleware or APIs.

Is pharma SFA software the same as a pharma CRM?

They overlap. Pharma CRM software keeps the record of each doctor and every contact, often for marketing and medical teams too. Pharma SFA software is built around the field team's day: visit plans, call reports, samples, expenses and orders. BeatRoute holds the doctor and pharmacy lists and the full call history, so the records a field team needs sit in the same app. Our pharma SFA guide covers the difference in more depth.

How is pharma SFA software priced?

BeatRoute is subscription software, priced per user and module on annual contracts, with no free trial. The distributor management system is its own module, so you add it when you want stockist stock and sales on the same platform.