• Consult
  • Implement
  • Operate

With you from first workshop to every release after go-live

Exeevo Professional Services supports life sciences organisations across the full life of their CRM. We help shape the solution, deliver it, and run it after go-live. Our people work in pharma CRM full time, so the compliance, data and field-force requirements are understood before a project starts rather than discovered during it.

Talk to our teamSee all 10 services

How we engage

Most clients start with one service and add others as the programme develops. Services can be bought individually or as a single end-to-end engagement.

  1. Phase 1

    Consult

    Define the scope, business case and roadmap before committing to a build.

    View consult services

  2. Phase 2

    Implement

    Deploy, migrate, integrate and train to an agreed scope and timeline.

    View implement services

  3. Phase 3

    Operate

    Run, host, enhance and improve the solution after go-live.

    View operate services

or as one end-to-end engagement

Consult

Define the scope, business case and roadmap before committing to a build.

Interested in Consulting & Solution Advisory?

Talk to us about it

Consult

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Define the right solution before you build it

Workshops and assessments that turn a business objective into a defined CRM scope. We map current-state processes, test requirements against what actually drives field adoption, and produce a roadmap that both the business and IT can sign off.

What's included

  • Current-state and process discovery
  • Solution and data architecture design
  • Commercial model and KPI definition
  • Phased roadmap and business case

Value to clients

Delivery starts with scope that is agreed, costed and sequenced. Most CRM programmes lose their first quarter because this step was skipped.

Implement

Deploy, migrate, integrate and train to an agreed scope and timeline.

Two paths to go live

Both run on the same platform, so moving from one to the other is an expansion, not a migration.

Start focused

Core: live in as little as 4 weeks

A focused, standard configuration for teams launching their first unified CRM, in one country or several: fast time to value.

  • Standard configuration
  • Multi country

Scale across brands and countries

Enterprise: a tailored rollout

A custom implementation across Commercial, Medical, Marketing, and Events, with dedicated deployment support for multi-brand or multi-country organizations.

  • Multi-brand
  • Multi-country
  • Dedicated deployment support

Interested in Implementation?

Talk to us about it

Implement

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Exeevo CRM live on a predictable path

Deployment of Exeevo CRM on Microsoft Dynamics 365. There are two routes. A fixed-scope standard deployment for teams that want proven defaults quickly, or an enterprise implementation shaped to your therapy areas, channels and country operating models.

What's included

  • Standard or enterprise deployment track
  • Configuration, workflows and security model
  • Validation and compliance documentation
  • UAT support, go-live and hypercare

Value to clients

A CRM built on pharma defaults rather than a blank platform. Time to value is shorter and your own team can maintain the configuration.

Operate

Run, host, enhance and improve the solution after go-live.

Interested in Managed Services?

Talk to us about it

Operate

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Your CRM run as a service

Day-to-day operation of your live CRM by a team that already knows the product. This covers territory and roster management, configuration changes, user administration, issue triage and integration monitoring. An optional development capacity team handles enhancements and new features as your business changes.

What's included

  • Roster, territory and alignment management
  • Configuration and user administration
  • Issue triage and resolution, with product escalation
  • Integration monitoring and release regression support
  • Optional sprint capacity for enhancements

Value to clients

Predictable support cost and no dependency on a single internal administrator. Your team is freed to work on commercial outcomes rather than CRM upkeep.