TerritoryPulse is purpose-built for medical device and pharmaceutical field reps. Manage surgeon and physician call schedules, track procedure volume by account, log sample drops with PDMA compliance, schedule lunch-and-learns with PhRMA meal limit alerts, and monitor contract renewal timelines — all in one conversational system. For reps selling to hospitals, ASCs, IDNs, and clinics who are tired of spreadsheets and can't afford Veeva. ## What's included - **Surgeon + physician call management** — call cadence by tier (A: monthly, B: quarterly, C: semi-annual); next call surfaced daily; pre-call notes, post-call objectives, KOL flag - **Procedure volume tracking by account** — case count by procedure type, share-of-procedure %, competitive product losses, growth/decline trends; surgical-team coverage map - **PDMA-compliant sample drop log** — every sample drop with HCP signature, sample lot + expiration, drop date, witness; FDA 21 CFR 203 audit-ready report - **PhRMA Code-compliant meal tracking** — lunch-and-learn meal value by attendee; flags exceeding $25/HCP threshold for Sunshine Act reportable threshold tracking - **Sunshine Act / Open Payments prep** — every meal, sample, honorarium, travel by HCP NPI; Q4 reporting prep; per-rep aggregate vs. company aggregate - **Contract renewal pipeline** — hospital contracts (GPO + direct), ASC contracts, IDN MSAs; renewal date, pricing tier, volume commitment, redline status, competitive renewal threats - **Account business plan** — per-account: revenue YoY, share-of-procedure goal, growth strategy, KOL identification, competitive landscape, action plan - **Weekly call plan** — Monday morning prioritized list optimized by revenue × relationship warmth × competitive risk × renewal proximity; printable + mobile-friendly - **Friday TBR (Territory Business Review)** — quota attainment, coverage gaps, win/loss YTD, competitive intel digest; ready for district sales manager 1:1 - **Competitive intel digest** — surgeon switching events, competitive trial outcomes, new device launches in your territory, formulary changes; sourced from rep + KOL conversations - **CRM lite** — accounts, contacts, organizations, GPO affiliations; lighter than Veeva, deeper than Excel ## Limitations - **Not Veeva CRM** — replaces tactical day-to-day + business review workflows; pairs with Veeva for company-wide rollups + integration to corporate systems - **Not a clinical evidence database** — manages selling activities; pairs with companion clinical-data agent for KOL clinical conversation prep - **PDMA/PhRMA US-focused** — Sunshine Act, FDA 21 CFR 203, PhRMA Code US-specific; EU MedTech Europe Code, UK ABPI, Canadian Innovative Medicines differ - **Not legal counsel** — sample diversion incidents, PDMA violations, Sunshine Act reporting disputes need pharma compliance attorney - **Single-territory scope** by default — regional managers covering 4-8 reps run per-rep sessions or per-region rollup ## Best fit Medical device reps (ortho, cardio, neuro, spine, endo, surgical robotics), pharma sales reps (specialty + primary care), independent reps (1099) covering multiple lines, ASC-focused reps. Especially valuable for reps where Veeva is corporate-only and the rep is left with Excel + Outlook calendar — the call plan + procedure volume + Sunshine Act tracking turns 4-6 hours of Friday admin into a 30-minute conversation. At $29/mo, one closed contract renewal at $50K-$500K pays for a career.
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