Resource Center › Case Studies

Ensuring Accurate HCP Data Within Salesforce

Best practices for license validation directly within Salesforce to support Prescription Drug Marketing Act (PDMA)-compliant sample distribution.

Industry

Mid-size pharmaceutical manufacturer

Solutions

DirectID Salesforce, MedProID

Platform

Salesforce

Focus

PDMA-compliant sampling

The Challenge

A mid-size pharmaceutical manufacturer was managing Healthcare Professional (HCP) state license verification within Salesforce through manual workflows, creating operational delays and bottlenecks for their sales team. Tracking newly licensed practitioners, interpreting varying state regulations and keeping validated data current across thousands of records was a growing burden that limited the field team’s ability to engage compliantly with HCPs.

The Result

By integrating MedProID® data directly into Salesforce, the manufacturer automated both ad-hoc HCP lookups and scheduled batch updates, giving sales representatives validated, current HCP records at the point of engagement. The result was a scalable, Prescription Drug Marketing Act (PDMA)-compliant process that reduced manual effort across the sales operations team and improved data accuracy across the field.

Inside the Full Story

  • Why PDMA requires state license validation before sampling, couponing and voucher distribution
  • Five questions to ask of your CRM: authoritative data, configurability, ad-hoc review, bulk processing and duplicate prevention
  • How ad-hoc search and scheduled bulk loads keep thousands of Salesforce records current
  • How new targets from third-party providers are verified against MedPro’s database before the field engages

Get the Full Story

The Solutions in This Story

Best-in-Class License Validation

MedProID's 35M+ record database covers the full U.S. licensed practitioner and organization universe, sourced continuously from official government and industry registries. Delivered through integrations that connect into your existing systems, it gives your team accurate, current data across sampling, supply chain, commercial operations and reporting.

MedProID ›

Verified HCP License Data in Salesforce

DirectID Salesforce delivers a real-time integration between your CRM and the industry’s most comprehensive and trusted source of HCP and HCO identifying data, MedProID.

DirectID Salesforce ›
Keep reading

Related resources

Back to Resource Center