Salesforce for Pharma Distribution
See every stockist, order, scheme and field visit in one place — and grow secondary sales with data you can trust.
Zime implements Salesforce for pharma and healthcare distribution businesses. Our Distributor Management System accelerator, built on Sales Cloud, manages stockist and retailer orders, schemes and claims, field rep visits and secondary sales, with a mobile app for reps and dashboards for managers.
Why do distributors struggle to see secondary sales?
Distribution networks grow faster than the spreadsheets and messaging groups used to run them.
Orders on WhatsApp and phone
Stockist and retailer orders arrive across channels and get missed or duplicated.
Schemes are hard to track
Discounts and free-goods schemes are applied inconsistently, and claims take weeks to settle.
No view of secondary sales
Managers see what was shipped, but not what actually sold to retailers.
Field visits are unverified
Beat plans exist on paper, with no record of visits or outcomes.
How does a distributor management system on Salesforce work?
Stockists, retailers and field reps work from one system. Orders are captured from the field app or a portal, schemes apply automatically, claims are validated against sales, and managers see primary and secondary sales by zone, product and rep.
Map stockists, retailers and beats, with credit limits and terms.
Orders, discounts and free goods apply consistently every time.
Daily dashboards show sell-through by zone, product and rep.
What's included
Orders from the field app, portal or back office.
Rules-based schemes and faster claim settlement.
Visit check-in, orders and notes on the go.
Planned versus actual visits by rep and zone.
Primary and secondary sales in one view.
Credit limits and overdue alerts before dispatch.
Near-expiry stock and returns tracked by batch.
Invoices and stock synced with your accounts.
Business outcomes this solution is designed to improve
Every solution we build is shaped around the results that matter most to the business. Technology is the enabler, not the goal.
Distributor management on Salesforce: FAQs
Can field reps work without an internet connection?
The Salesforce mobile app can be configured for offline use, so reps can record visits and take orders in low-connectivity areas and sync when they are back online.
Can it integrate with Tally or our ERP?
Yes. Invoices, stock and payments sync between Salesforce and Tally or your ERP, so finance and sales work from the same numbers.
Can stockists place orders themselves?
Yes. A self-service portal lets stockists place orders, check scheme eligibility and track their claims.
Is it only for pharma distributors?
No. It suits any healthcare distribution business, including medical devices, consumables and nutrition products.
See your distribution network in one place.
Schedule a 30-minute consultation. Tell us the outcomes you're working towards, and we'll show how Salesforce could support them.
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