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Sampling

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.

CRM

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.

Data

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

Operational Support

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

Our Story

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.

Resources

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.

Sample Accountability

In an ever-changing pharma regulation environment, we leverage our
superior experience, service, and advanced technology to ensure
consistent adherence to pharma sample accountability regulations.
SampleIQ helps your sales team follow pharma sampling best practices
to establish a culture of compliance within your sales organization.

Accountability in Action

SampleIQ uses smart automation and works hand in hand with our SampleIQ support service to effectively manage your hand-carry and face-to-face pharma sampling programs, ensuring accountability and compliance every step of the way:

  • Transaction monitoring programs
  • Reconciliation management
  • Storage unit audits and closeouts
  • Signature audits
  • Paper Sample Distribution Form management and processing
  • Incident management
  • Dashboards and reporting

 

Transaction Monitoring Programs

SampleIQ can import pharma sample transactional activity from any client CRM. Using cutting-edge automation, SampleIQ will proactively monitor these transactions to identify compliance-impacting events and take client-defined action based on business rules to ensure adherence to federal and state regulatory requirements. Monitoring program examples:

  • Pending acknowledgments
  • Shipment, transfer, and return discrepancies
  • Short-dated products
  • Expired or expiring product sampling
  • Oversampling

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Reconciliation Management

The Synergistix Reconciliation Manager provides automated reconciliation for a sampling program that aids our operations team in efficiently managing HCP client reconciliations. Using the SampleIQ communication manager, our operations team can easily send bulk reconciliation communications and generate FDA incident reports from within a sampling project. This ensures adherence to SOPs and federal and state laws and regulations. For each participant, the system will:

  • Identify and pull inventory counts
  • Perform calculations
  • Assign reconciliation status
  • Generate reconciliation reports

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Storage Unit Audits & Closeouts

SampleIQ uses automated processes to schedule annual, random, closeout, and for-cause pharmaceutical inventory counts and property collections. The system will import and store inventory counts and storage inspection results, allowing you to easily review them within the Inventory Audit module. In addition, the system will detect and alert on deviations from client-defined storage requirements. Audits and closeouts are offered through one of our preferred partners.

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Signature Verification Audits

As a component of the PDMA-required security and audit system, SampleIQ allows our team to efficiently manage the entire signature audit process for both random and for-cause audits. After the letters are sent, SampleIQ uses cutting-edge automation and rules management to monitor and record the receipt of returned Signature Verification Letters (SVLs) and provide efficiencies our operations team uses to complete client-required actions for negative or insufficient responses.

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Paper Sample Distribution Form Management & Processing

Complete the processing associated with electronic pharma sampling orders even when a situation doesn’t allow e-signatures. Sales reps use sample distribution forms (SDF) when computers or the CRM are unavailable. We facilitate SDF and paper signature backup processes, enabling reps to successfully sample doctors and log visits. We then assist in following up on lost or missing items in returned forms and managing efficient, reliable verification for effective HCP engagement.

  • Form design, personalization, and printing
  • Form distribution to sales representatives
  • Scanning of returned forms
  • Verification of scanned information
  • Follow up on lost or missing forms

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Incident Management

The SampleIQ compliance module is designed to streamline the process of opening sampling compliance incidents for shipment loss in transit, sample theft loss, AOC discrepancies, and much more. This powerful module lets you easily capture investigation notes, track each incident’s progress, and be alerted to federal and state reporting timelines.
Let’s Discuss Your Needs

Dashboards & Reporting

SampleIQ allows client access to dynamic reporting and dashboards that provide information about your pharma sample accountability program, which includes:

  • Transaction activity
  • Reconciliation status
  • Signature audit status
  • Current inventory levels

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Regulatory Support

Complete regulatory filings with crucial information for signature audits, reportable events, and more. Scrutiny is expected in pharmaceutical sales and marketing, drug price reporting, patient privacy, clinical operations, and manufacturing. Integrating all functions and departments into SampleIQ allows you to streamline information, synchronize reporting, and enforce business rules in real time. Our support team leverages a deep understanding of the ever-changing laws and regulations that govern pharmaceutical and life sciences organizations to support sales reps and product managers in sampling accountability.
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Operational Support

Accelerate market access with a highly skilled, service-oriented team with over 25 years of pharmaceutical industry experience.

More Than a Solutions Provider

Speak to the team dedicated to the sample accountability
and your commercial success.

Attend if you can. You learn so much by being here. You learn what you don’t know, and you learn about the people who do know it so you can work with them and become a better person yourself and build a better, stronger team.

– Mike Leone, Resilia Pharmaceuticals, Chief Operating Officer

Love the opportunity to meet other pharma companies and a bunch of new people, potentially connecting with clients and new friends.

– Bob Lempke, MobileLocker, Partner/Chief Revenue Officer