Contact management, sample ordering and call tracking software

CATS is designed to support all of the critical activities performed by your sales force. Choose from the components below to learn more about the field-based data capture functionality of CATS:

Contact Management
Call Planning
Market Share/Prescribing Habit Information
Call Tracking
Sample Disbursement
Sample Ordering

Contact Management
CATS enables sales representatives to track and update key contact information, including name and address, phone number, state license number (with expiration date), DEA identification number, and ME number. CATS also records other customer information, such as additional office addresses, contact names, group affiliations, and general notes and comments about the contact.

Call Planning
CATS allows list filtering and sorting through a number of data field choices including last call and next call date, name, address, zip code, and more. This enables sales representatives to more effectively pre-plan their call activities and automatically calculate follow-up call dates based on business rules, while also viewing the pertinent information from previous visits, including call notes, telemarketing and direct mail activities, and all other practitioner contacts captured or imported into the system.

Prescribing Habits
CATS can incorporate and organize customer-provided market data for client and competitor products by doctor. CATS can store and display, in list and graph format, multiple periods of data for each customer.

Call Tracking
CATS tracks several call types such as:

Presentation Only
Sample and Presentation
Nurse Only
Lunch and Learn
Group Calls

You can select the types of calls preferred, and create customized rules for each type. Each placed call is stored along with the call type, providing historical activity by sales representative that can reveal trends in successful call types by representative. The CATS system can also capture and control which products were presented to the contact during a sales call, and in what order.

Sample Disbursement
CATS provides full sample accountability, including the ability to capture all product samples disbursed by strength, lot number, and expiration date. CATS supports different types of sample receipt acknowledgements (including doctor signatures, signatures on file, and designee signatures) as well as PDMA rules and guidelines for sample distribution and electronic signature capture.

A sample request and receipt are presented to the doctor when presented with the pen-enabled device. In the case of a question or compliance concern related to a sample disbursement, Synergistix can provide reports of all products dispensed and the signature proofs for all sales calls. The CATS electronic signature meets the requirements for compatibility as a non-biometric signature capture process, as allowed by CFR 21 part II.

Sample Ordering
CATS allows your sales representatives to order samples directly from their system. The ordering rules set by the client (including minimum, maximum allocation and case quantities) are fully supported on the front end and integrated with the customer-specific sample distribution process, adhering to all applicable federal, state, and business rules. This includes approvals from management for each order, electronic ordering to the distribution center via EDI, XML, email or other formats. Real time status of each order is available through the CATS web-based system for review and update. Once the samples have been sent to the representative, the packing list is loaded into the CATS system for acknowledgement.

Additional functionality includes marketing and promotional material ordering, weekly timesheet and status reporting, and expense reporting.

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Learn more: Management Reporting