Salesforce for pharma and API manufacturers
Win more B2B business with one view of enquiries, quotations, key accounts and regulatory documents — from first RFQ to repeat orders.
Zime implements Salesforce for pharmaceutical and active pharmaceutical ingredient (API) manufacturers. We manage B2B enquiries, quotations, key accounts, regulatory document requests and repeat orders on Sales Cloud and Service Cloud, integrated with your ERP, so commercial teams respond faster and grow account revenue.
Why do pharma and API sales teams lose deals they should win?
B2B pharma sales run on long cycles, technical documents and relationships that live in inboxes.
Enquiries scattered across inboxes
RFQs from exporters, distributors and hospital chains arrive by email and trade portals, with no single owner.
Slow quotations
Pricing, availability and approvals sit in spreadsheets and the ERP, so responses take days.
Document requests stall deals
DMFs, CoAs and audit questionnaires are tracked by email while buyers wait.
Key accounts managed from memory
Reorder timing, contract terms and contacts leave when a sales manager does.
How does Zime run pharma B2B sales on Salesforce?
We bring every enquiry, quotation and document request into one pipeline linked to the account, with ERP price and stock data alongside it. Teams see what each key account buys and when, and a customer portal lets approved buyers download documents themselves.
Email, web and trade-portal RFQs become tracked opportunities with an owner.
Approved price lists, ERP stock and approval rules speed up every quotation.
Reorder prompts, contract renewals and account plans drive repeat business.
What's included
RFQs to confirmed orders in one view.
Price lists, discount rules and approval flows.
DMFs, CoAs and questionnaires tracked to closure.
Buyers download approved documents themselves.
Targets, contacts and reorder cycles per account.
Price, stock and order status from your ERP.
Government and hospital tenders with deadlines.
Complaints routed to QA with full traceability.
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.
Salesforce for pharma and API manufacturers: FAQs
Can Salesforce integrate with our ERP?
Yes. We integrate Salesforce with ERPs such as SAP, Oracle and Tally, so price lists, stock and order status appear alongside each account and confirmed orders flow back without re-entry.
Can buyers download CoAs and other documents themselves?
Yes. A customer portal lets approved buyers download certificates of analysis, specifications and other documents, and raise requests that route to your QA or regulatory team.
Is this the same as a CRM for medical representatives?
No. This setup is built for B2B manufacturing sales — RFQs, quotations and key accounts. If you also sell through distributors, we add our Distributor Management System accelerator.
Do you support export markets?
Yes. Multi-currency pricing, country-specific documents and export enquiries are supported, so teams selling to regulated markets work from the same system.
Map your B2B pharma sales process to Salesforce.
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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