Keen Life Sciences for Creatio

Keen Life Sciences for Creatio leverages the no-code Creatio platform to provide rich functionality for commercial operations within pharmaceutical, biotech, and medical-device companies. The application offers the range of functionality available from the CRM behemoths in life sciences... but without the complexity, brittleness, and expense for which the CRM giants are known. 

Keen Life Sciences for Creatio (KLS) is ideal for companies launching their commercial teams, as it is a platform that will meet immediate needs while also supporting future growth. This, of course, is because KLS is powered by the no-code Creatio platform.
KLS is also ideal for companies in life sciences looking for CRM platforms either to complement or to replace the CRM that they already have in place. For example, allowing a KAM team to have a CRM specific to their workflow and requirements instead of forcing them to make do with the CRM that was deployed for the med reps. For example, adopting a high-agility, high-adoption platform instead of continuing to plod forward with a low-agility, low-usage platform that imposes high recurring costs.

Use cases:

• Medical reps & managers. Supply your reps and their managers with the information and the automation that they need in order to be both efficient and effective, whether in the office or in the field.  Collaborate with support teams and colleagues. Refer to dashboards for checking upon tasks due, meetings approaching, and metrics being attained. Easily find the organization's approved, active assets for meetings / detailing. Automate the process of arranging and conducting your coaching calls / days.  And more.
• KAM teams & plans. Provide your account-focused, relationship-oriented teams with the information and automation that they specifically need. Give them flexibility appropriate to their roles and consistent with policy. Assemble multi-functional account teams. Create account plans.  Define and track key metrics.  
• MSLs & MIRs. Enable your MSLs to better monitor and manage the requests submitted to them. Provide automation for receiving and processing MIRs from HCPs. Ensure that only MSLs... and not the field... have access to information and responses that only the MSLs should have access to.  
• CLM & KOLs. Plan and execute your marketing activities (campaigns, events, etc) on a platform fully, natively integrated with your CRM for the field and account teams. Identify your KOLs for well-planned, well-tracked interaction. Leverage the full range of communication channels.  
• Data stewards & help desk.  Make use of roles and functionality specifically for the professionals managing data and providing technical support. Maintain data quality from a home-office perspective while also giving the field leeway to capture "on the ground" information. Enable one-click requests for data changes (DCRs) and system assistance.  Monitor the progress and fulfillment of requests.  

Key features:

• HCO & HCP profiles.  Capture and maintain the range of domain-specific information about your HCOs and HCPs, notably including best-address and office-hour information. Start with our out-of-the-box profiles.  Add your own attributes / fields without limit. Update your profiles with data from your service bureaus and your BI platforms, leveraging Creatio no-code APIs to do so.
• Planning & documenting calls. Enable reps to plan and execute campaigns using approved assets and messages from the Creatio knowledge base. Optionally integrate with best-in-class e-detailing platforms. Capture call notes, optionally including workflow in support of compliance policies.
• Affiliations & relationships. Capture and maintain the complex web of organizational affiliations (GPOs, IDNs, etc) and individual relationships that prevail in this industry.  
• Territories & alignment. Create and maintain multi-tier models for the sales organization, encompassing both geography-based and manually-based (i.e., ad hoc or override) assignments.  Change the territory model on an annual (or other) basis. Allow an "open window" period for feedback from the field prior to the official effective date for any given model or plan. Enable the entire management chain to see assignments, attainments, interactions, etc, relevant to their level within the hierarchy.  
• Targeting plans & attainment.  Assign targets, then track attainment thereof, for each level of the sales organization. Track progress-to-current-date as well as progress-to-end-of-plan (whether quarterly, yearly, etc.).  Identify and engage those parts of the organization that are lagging relative to the plan.
• Detailing, surveys, & samples.  Enable field reps to plan, perform, and document their HCP interactions related to detailing, surveys, and samples.  Allow reps to do so both from a tablet (when in the field) and from a laptop/desktop (when at home or in office).  
• Approvals & compliance.  Enable closed-loop approvals for any documents, assets, or policies requiring reviews and approvals from a distributed functional team (i.e., legal, marketing, medical, etc). Put effective dates on assets to control that which is/isn't available to the field organization at any given moment.  Share approved documents via an integrated knowledge base. Within the system, control who can see what (i.e., data) and who can do what (i.e., actions) on a role-by-role basis down to a field-by-field level of detail.
• Mobility & portals.  Download the (free) Creatio app (Android and iOS) to support mobility for your users, enabling them to have access to information and assets (e.g., approved presentations) on their mobile devices.  Optionally provide a web-based portal page for HCOs / HCPs to provide data-sharing consents (e.g., GDPR), view progress of their requests (e.g., MIRs), and search your knowledge base for materials relevant to their specialties.

Notes:

• Leverage.  The Keen Life Sciences application is powered by the no-code Creatio BPM / CRM platform and the Creatio Productivity App (for calendars and tasks).  KLS can be supplemented or extended with other Creatio applications like Marketing Creatio, Sales Creatio (for Leads, Opportunities, Forecasts, etc), and Service Creatio. 
• Implementation.  As a pre-configured application leveraging the Creatio BPM / CRM platform, Keen Life Sciences is typically implemented in 12 to 16 weeks, with the duration being mainly a function of how much process-design work is desired, how much data is to be cleansed and imported, and how many non-CRM systems (including data feeds) are to be integrated.  
• Integration.  Keen Life Sciences integrates with other systems and services via Creatio no-code REST APIs / OAuth / webhooks and other methods.    
• Extension.  Due to the power of the low-code Creatio BPM engine and the Creatio Studio set of tools, the platform can readily be extended to support business functions other than commercial operations, if and when desired.