SampleIQ is the engine that drives smart sampling programs, automating processes to optimize inventory and reconciliation data collection and compliantly provide samples to HCPs. SampleIQ enables our team to dive deeper into your engagement.


The most complete CRM engineered for life sciences and equipped with omni-channel capabilities. CATS empowers you to manage all interactions with partners and customers, access markets, and grow your business for accelerated commercial success.


Translating complex data into relevant information requires experience and knowledge. Synergistix and Archi-Tech bring decades of hands-on experience in life science data.

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Our mission is to deliver commercial solutions for life sciences in sampling services, CRM, and data management and analytics backed by comprehensive operational support.

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Synergistix started as a consultancy in 1997 and quickly evolved to focus on salesforce automation in life sciences, incorporating compliant sampling services over time. For nearly three decades, we’ve enabled pharmaceutical and medical device manufacturers to build effective teams, lasting customer relationships, and sustainable business growth.


With 25+ years immersed in sampling, CRM, and data management and analytics, we have an impressive, ever-evolving reserve of industry knowledge to share with you. Keep a finger on the pulse with Synergistix.

Managing Chaos and Change Through a Pandemic

July 26, 2021 | Synergistix

Two main focus areas for pharmaceutical companies are finding ways to sell and market products efficiently to customers as well as manage fraud and compliance issues that may come up. Pharma Industry executives spoke at our recent Synergistix 2021 Webinar Series and addressed these topics of focus. This blog outlines industry insights that they provided.

Data-Driven Sales and Marketing

Often, we need a crisis to encourage us to make changes we have been considering for a long time. Before the pandemic, a pharmaceutical company had been considering a digital portal for some time, but the time never seemed right. When the pandemic changed the way that Pharmaceutical companies and doctors communicated, this company adapted to a new way of virtual sales including the startup of virtual sales reps, digital portal use and the implementation of a data-driven marketing strategy. Pharmaceutical companies have begun reaching out to customers directly through paid search, celebrity endorsements and streaming videos. Companies are analyzing their marketing decisions moving forward by driving results through customer behavior data such as click-throughs and Google Searches.

In our example, this particular pharmaceutical company had a slight drop in sales throughout the move from field sales to digital sales, even though the transition happened quickly. However, this company saved significantly more than it lost because it no longer needed to pay travel expenses for the field sales reps. It is not unreasonable to expect that companies will continue this virtual strategy to some extent post-pandemic.

Monitoring Fraud

Another pharmaceutical executive who spoke at the Synergistix 2021 Virtual Webinar Series stated that the key to effective fraud protection is to check processes regularly and tweak those processes and internal controls as needed to fill any security gaps to minimize fraud risks. Additionally, this practice of tweaking these processes often saves pharmaceutical companies money. One example of these processes include shipping to sales reps. Ensuring reps acknowledge the samples within twenty days is important as doctors may not need the samples if they do not acknowledge them in a timely manner. Companies can save money by neglecting to send samples that may not be needed.

Having a system in place to monitor transactions and processes is important as well. Eliminating risk is critical, but it is important to align processes to ensure consistency across all stakeholders. Companies need to implement tools and policies for keeping track of new hires and terminations, assuring the timely return of unused samples and auditing reps’ electronic signatures every nine months. This system is not used for punitive reasons; rather the systems are used to help reps stay in compliance, although situations might occur where that is appropriate.

Annual training and continual coaching can help reps change bad habits. One example stated by a speaker at the Synergistix 2021 Webinar Series included encouraging reps who have trouble counting samples to count twice and record once. Audits are a key part of the process as well.

Key Takeaways

  • Converting to a virtual sales force can save money in travel expenses with little or no revenue loss.
  • Using data to drive marketing decisions can pay big dividends.
  • Fraud and compliance monitoring are essential, especially in sample receipt procedures.
  • Yearly training and ongoing coaching can help plug gaps between what your policy says and what reps actually do with samples.
  • Team members must block time in their calendars for audits

We Can Help

Synergistix can help you manage both of these key issues. We can help you make the switch to virtual sales teams and provide you with the information you need to make innovative marketing decisions regardless of whether you use field or virtual reps. We also provide sample accountability services. Contact us online or at (866) 732-8665.


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Our company has been a Synergistix client for nearly ten years, and we've had nothing short of a positive experience! The dedication of the organization to the client is next level. Synergistix's expertise and attention to detail are truly unmatched, and we look forward to our continued partnership.

- Taylor Kananen: Manager, Commercial Operations
Almirall, LLC

We've been a Synergistix customer for over ten years now. I'd highly recommend Synergistix for their incomparable level of commitment to top-notch customer service and dependability. Our partnership is backed by their strong track record in the life sciences arena and excellent CATS CRM ecosystem.

– David Rodrigues: Director, Sales Operations
Exeltis USA, Inc

We've partnered with Synergistix for over fifteen years. As we deliver our products to diabetes patients nationwide, we need simplified, aligned data. Synergistix supplies us with precise target groups and tools to generate analytics and reporting for our sales reps and leadership team. Synergistix has replaced the need for specialized IT and allows us to be more nimble in decision-making. Customer service is impeccable. Our relationship is one of family, hence the term “partners.”

– Michelle Wakeley: Senior Manager, Strategic Sales Effectiveness
Ascensia Diabetes Care

Regardless of our business challenges and opportunities, I've found that Synergistix has always been able to keep up with our high expectations. Whether looking to expand our sales footprint, build new features into our CRM system, or leverage our CRM to its full capabilities, I've always counted on Synergistix for their opinions and expert feedback. I truly value our partnership with Synergistix and thank them for their continued support and dedication.

– David Rodrigues: Director, Sales Operations
Exeltis USA, Inc