CRM Business Admin & Data Stewardship

Management is often looking for efficiencies in CRM adoption and commercial operations, and better alignment between Business and IT. But reality is that many CRM owners simply don’t have the bandwidth to combine day-to-day operations with strategic initiatives.

Trueson support you on day-to-day operations on systems and data, projects such as implementation of new features and processes, and effective alignment of Business and IT. Allowing your commercial teams to focus on initiatives that are key to the business, and by providing extra bandwidth in strategically important (peak) periods. 

Trueson Business Administrators are multi-talented. Our Business Consultants and Data Stewards have rich experience with CRM solutions (Salesforce, Veeva CRM), data (e.g. sales data, OneKey HCP data) and reporting – especially in the Life Sciences industry.

Trueson is organised in centralized support teams with a dedicated point of contact, to service customers timely and effectively. Teams have a central point of contact, documented processes, knowledge sharing and permanent backups, ensuring the quality and continuity of our services. 

Business Administration services are available as support packages based on a number of hours per month, easily scalable.

Some of our Business Admin & Data Stewardship activities include:

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    User management / Territory / Role Hierarchy​
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    Customer Data Management (incl. DCR process)​
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    Product Catalog, Product to user assignment​
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    Segmentation and Target assignment​
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    Manage Call Objectives, Surveys, Samples, Alerts​
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    Closed-Loop Marketing (CLM)/Approved Email Management
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    Reporting
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    Data loading
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    MCCP Planning​ or Load Files preparation​
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