AI TOOL PROFILE

Platforce: Field Force Management and CRM

Platforce helps sales teams in regulated industries manage customer relationships and field operations. It is designed for companies that need to combine CRM with digital detailing and consent management.
  • Sales
  • Field Service Management
  • Pharmaceutical sales teams
  • Life science and biotech companies
  • Medtech field representatives
  • Medical affairs teams
  • FMCG sales managers

Pricing

Pricing starts at $15 per month, and a free trial is available.

At a glance

Best for
Pharmaceutical sales teams, Life science and biotech companies, Medtech field representatives, Medical affairs teams, FMCG sales managers
Key use cases
Field Force Operations, Sales Cycle Management, Regulatory Compliance, Multi-channel HCP Engagement, Digital Presentation Tracking
Integrations
Twilio, Google Analytics
Visit platforceplatforce software interface screenshot

How AI is used

Platforce is a cloud-based CRM and field force management platform designed for industries including pharmaceuticals, life sciences, biotech, and medtech. It supports managing interactions with healthcare professionals (HCPs) and maintaining regulatory compliance.

The platform provides a dashboard for account and contact management, along with tools for field representatives to conduct remote calls and digital presentations. It also includes a content management system to track how customers interact with digital materials.

Buyers should note that the platform is designed to be customized to a company's specific workflow. Prospective users should confirm that the specific compliance requirements and reporting needs of their region are supported.

Key Features

  • Online CRM

    A dashboard for managing client information, segmenting prospects, and tracking contact details.

  • Remote Calls

    Supports virtual meetings and interactions with clients through integrated communication tools.

  • Consent Management

    Provides templates and digital signing to help collect and manage client consent for compliance with regulations such as GDPR and HIPAA.

  • Offline CLM

    Allows field reps to access content and record meeting details without an internet connection, with data synchronization when back online.

  • eDetailing

    Supports the use of interactive digital presentations during meetings with healthcare professionals.

  • Pulse Content Platform

    Measures how customers interact with e-Detailer presentations to provide performance insights.

  • Multi-channel Marketing

    Supports engagement via email, WhatsApp, and Telegram to coordinate follow-ups.

  • AI Insights

    Supports content creation and generating insights from customer engagement data.

Use Cases

  • Field Force Operations

    Helping sales representatives manage daily schedules, contact lists, and client visits in the field.

  • Sales Cycle Management

    Tracking the progress of leads and accounts through a sales pipeline for life sciences.

  • Regulatory Compliance

    Using consent management to help ensure digital onboarding follows healthcare data regulations.

  • Multi-channel HCP Engagement

    Coordinating outreach to healthcare professionals using remote calls, emails, and messaging apps.

  • Digital Presentation Tracking

    Measuring the effectiveness of e-Detailing materials based on user interaction data.

Integrations

  • Twilio
  • Google Analytics

FAQ

What industries is Platforce designed for?

Platforce is primarily made for pharmaceutical and life science companies, but it also supports biotech, medtech, FMCG, animal health, and beauty industries.

Does Platforce work without an internet connection?

Yes, the platform includes offline CLM capabilities, allowing reps to track meeting details and access content while offline and synchronize later.

How does Platforce handle data compliance?

It is ISO/IEC 27001:2022 certified and includes a consent management tool designed to help companies comply with regulations like GDPR and HIPAA.

What is the starting price for Platforce?

Pricing for Platforce starts at $15 per month, and the company offers a free trial.

Source category: Sales

Source subcategory: Field Service Management

More tools in Sales

Other published listings in the Sales category.

Browse all tools in Sales

More tools in the Field Service Management software type

Related listings that share the same software type for comparison and shortlisting.

Browse all Field Service Management software type tools