pharma sales call notes

Pharma rep call written from your meeting

Every rep visit should end up in the CRM accurately. Acta records each product discussed, the key messages and the HCP's response, objections and answers, and flags possible adverse events.

Try this template free What's in the report

What the Pharma rep call contains

Rep visit with a healthcare professional: products, objections, samples and safety flags.

  1. 1

    Records each product discussed, the key messages and the HCP's response.

  2. 2

    Lists objections and how they were answered, and sample requests.

  3. 3

    Flags possible adverse events and off-label requests for routing.

Possible adverse events are flagged for your safety team to review; they are not confirmed and causality is not assessed.

When to use it

  • Rep visits and remote detailing
  • Hospital and clinic calls
  • Field coaching

How it works

  1. Turn the template on

    Pick it on the Templates page in Acta. You can run several templates on the same meeting.

  2. Record the meeting

    On Zoom, Google Meet or Teams, with the desktop app, Chrome extension, notetaker or mobile app.

  3. Read the report

    A few minutes after the meeting, the report is next to the summary and transcript.

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Frequently asked questions

Related:

What is the Pharma rep call template?

Every rep visit should end up in the CRM accurately. Acta records each product discussed, the key messages and the HCP's response, objections and answers, and flags possible adverse events.

Are off-label requests handled?

They are flagged for routing, along with possible adverse events.

Does it record sample requests?

Yes, together with objections and how they were answered.

Can AI write the Pharma rep call from a meeting?

Yes. Acta records the meeting on Zoom, Google Meet or Microsoft Teams, or in person with the mobile app, and writes the Pharma rep call afterwards from what was said. Anything the meeting didn't cover is shown as missing, not made up.

Do I need a bot in the meeting to get the Pharma rep call?

No. The Acta desktop app and Chrome extension record from your own computer, so no bot joins the call. When you can't attend, the Acta notetaker can join from your calendar instead.

Is the template free to try?

Yes. Acta is free for 15 days, with unlimited recordings and transcriptions, and every report template included.

Your next Pharma rep call, written for you.

Free for 15 days. Works with Zoom, Google Meet and Microsoft Teams.

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