Odoo Pharma Field Force Automation for Pharmaceutical Sales Teams
Pharma Field Force SFA connects territory planning, medical representative activity, customer visits, promotional samples, and trade reporting in Odoo. It helps sales managers track planned field activity and review what representatives report from the field.
Territory and Visit Management
Organize medical representatives, managers, territories, areas, and bricks. Create monthly tour plans for approval and record doctor, hospital, chemist, and stockist visits through Daily Call Reports.
Samples and Sales Execution
Connect promotional sample records with field activity, manage primary and POB orders through Odoo Sales, and enable secondary sell out tracking where required. Optional RCPA, schemes, events, and expenses support additional commercial workflows.
Field Force Performance
Use the Control Tower to review My Day, team activity, trade indicators, targets, and alerts. Managers can monitor field execution and access operational reports for call reports, tour plans, samples, targets, and secondary sales.
Compatibility and Requirements
Supports Odoo 19 Community and Enterprise on Odoo.sh and on premise deployments. Works with Contacts, CRM, Sales, Inventory, Accounting, Calendar, and Portal. Install Odoo Website if the stockist portal is required.
Product Scope
Pharma Field Force SFA focuses on pharmaceutical field CRM and sales force automation. It complements pharma inventory and manufacturing workflows but does not replace a pharmaceutical manufacturing or plant quality system.
