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.

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.


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.

Direct-to-Practitioner (DTP) Sampling

Ensure samples shipped directly to healthcare professionals (HCPs)
get into the hands of practitioners and, ultimately, patients
compliantly, enabling better ROI on sampling programs over time.

DTP Sampling
Program Options

SampleIQ automates processes to optimize the management of your DTP program. Our state-of-the-art DTP management system integrates steps Including:

  • Request processing
  • Business rule processing
  • Shipment monitoring
  • AOC monitoring
  • Communication management
  • Signature audits
  • Dashboards and reporting

Request Processing

Enhance service and save time in your sampling program with HCP electronic requests. Processing paper requests and receipt forms manually is time-consuming and might lead to human error. For inbound paper forms, we combine optical character recognition (OCR) technology with visual verification to translate paper requests into an electronic format allowing for more efficient and accurate processing. Both digital records and original paper request images are stored in the system and can be easily accessed using our viewers.

Business Rule Processing

Our cutting-edge rules manager allows us to streamline request processing and eligibility verification of all sampling channels. SampleIQ seamlessly integrates with your systems utilizing standard interfaces and web services, allowing for easy deployment and operation. We apply business and compliance rules that can be standardized across multiple programs to ensure only valid orders are fulfilled. Rules processing examples:

  • SLN and state-specific validation
  • Address validation
  • Ordering limits
  • Hold management
  • AOC verification
  • Sample allocation management

Shipment Monitoring

After sample orders have shipped, SampleIQ uses cutting-edge automation to monitor and track each shipment. Our Shipment Manager displays detailed shipment information, providing operational teams visibility into shipment status.

AOC Monitoring

Once shipments have been delivered, SampleIQ automation will monitor for AOC compliance. Our state-of-the-art rules manager evaluates AOCs for completeness and accuracy in accordance with your business rules. If HCPs don’t return AOCs on time or returned AOCs have a discrepancy, our team stands ready to use the AOC follow-up functionality built into SampleIQ, ensuring missing AOCs don’t interrupt the HCP sample ordering experience.

Communication Management

The SampleIQ communication manager offers a variety of automated emails and SMS text alerts to keep the HCPs, field personnel, and operational teams informed through every step of the ordering process. In addition, SampleIQ uses automated communications to streamline the AOC follow-up process, improving overall compliance. Communication examples:

  • Rep right of refusal
  • Request receipt
  • Order status
  • Shipment issue
  • Loss in transit
  • Carrier shipment return
  • AOC follow up
  • AOC discrepancy

Signature Audits

As a component of the PDMA-required security and audit system, our team will manage the entire signature audit process for both random and for-cause audits. After the letters are sent, SampleIQ uses automation and rules management to monitor and record the receipt of returned responses. Our operations team will work with you to research and document any negative or insufficient responses.

Dashboards & Reporting

SampleIQ offers a robust DTP dashboard with information to aid you in the management of your sampling programs. These dashboards provide operational metrics such as sales force sampling and HCP ordering trends. Synergistix can also build data warehouses based on your unique business goals. For organizations that need additional analytics support, we can provide ad hoc reports to get the right information to the right people.

Operational Support

Accelerate market access with a highly
skilled, service-oriented team.

More Than a Solutions Provider

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

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