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.
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.
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.
Consult
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Decide where AI adds value in your CRM
A short, structured assessment of where AI will create measurable value in your commercial operation, and where it will not. We review data readiness, prioritise use cases and produce a costed roadmap.
What's included
Use-case discovery and prioritisation
Data readiness assessment
Microsoft AI and Copilot fit review
Business case and phased roadmap
Value to clients
A clear view of what to build first, with the compliance questions raised before anything reaches the field.
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.
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.
Implement
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Customer data your teams can trust
Migration of HCP and HCO master data, affiliations, territory alignments and transactional history into Exeevo CRM, together with the cleansing and stewardship that keeps it accurate afterwards. Our AI-assisted accelerators handle profiling, mapping and match-rule generation, which takes weeks out of the schedule.
What's included
Master and transactional data migration
Deduplication and golden-record rules
Reconciliation and sign-off per country
Ongoing data quality and stewardship
Value to clients
Field teams trust the system from the first login. Data quality drives CRM adoption more than any other factor, and it is the hardest thing to repair later.
Implement
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Connected to the systems your business already runs
We connect Exeevo CRM to the wider commercial and corporate estate, including reference data providers, ERP, compliance platforms and analytics. Standard product connectors are used where they exist. Where they do not, we build integrations for the purpose.
What's included
Reference data: IQVIA OneKey, MedPro and similar
Sales and prescription data feeds
ERP, finance and HR master data
Custom and bi-directional integrations
Value to clients
One reliable commercial picture instead of reconciled spreadsheets. Monitoring is built in, so broken feeds are found by us rather than reported by your users.
Implement
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Make sure the system gets used
Role-based training for field teams, managers and administrators, delivered as onboarding waves or train-the-trainer. Materials are built around your configuration and your therapy areas rather than generic platform screens.
What's included
Role-based training by field, manager and admin
Train-the-trainer and champion programmes
Recorded modules and quick-reference guides
Post-release refreshers
Value to clients
Adoption that holds after the first few months, and an internal team able to support its own users.
Operate
Run, host, enhance and improve the solution after go-live.
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.
Operate
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A managed, compliant platform underneath it all
Hosting and ongoing operation of your Exeevo CRM environment on Microsoft Azure and Dynamics 365. This includes environment management, release and patch cycles, performance tuning, monitoring and backup.
What's included
Environment provisioning and lifecycle management
Release, patch and update management
Performance monitoring and tuning
Backup, recovery and data residency controls
Value to clients
Enterprise-grade platform operations without building the capability in house. Data residency and validation evidence are handled for regulated markets.
Operate
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Put AI to work inside the CRM your teams already use
Design, build and tuning of AI agents and assistants that sit inside your commercial workflows. These can be built within Exeevo CRM or on your existing Microsoft Copilot investment. We handle grounding, prompt design, evaluation and the compliance review that regulated markets require.
What's included
Agent design, build and deployment
Grounding across CRM and connected content
Evaluation, tuning and ongoing agent care
Microsoft Copilot and Sales AI enablement
Value to clients
AI that answers from your data and your rules, delivered into the tools your field teams already open every morning, with the compliance questions addressed up front.
Operate
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Models tuned to your market
Training and fine-tuning of Exeevo machine learning models on your own commercial data. This covers next best action, HCP prioritisation, channel preference and engagement propensity, so recommendations reflect your therapy areas, markets and field behaviour. Models are monitored and retrained as the market shifts.
What's included
Data readiness assessment and uplift estimate
Model training and fine-tuning on client data
Evaluation harness and performance baseline
Scheduled retraining and drift monitoring
Value to clients
Recommendations your field force acts on, because they reflect how your markets actually behave, and they stay accurate as conditions change.
