Lyriko Sample Tracker
Lyriko Sample Tracker is designed to simplify form completion for sample deliveries by sales reps to HCPs during face-to-face interactions.
Using Optical Character Recognition (OCR) technology, it enables accurate tracking of samples and quickly pre-fills the associated data in the database within seconds.
Key Features
OCR Technology
SSO Integration
Automated Error Notifications
Multi-Metric Reporting
Customizable Scanning Options
How does it work?
- Automated Data Scanning: the Sample Tracker uses OCR technology to digitize and analyze sample delivery forms, ensuring accurate data acquisition.
- Error Notifications: the system alerts users when scanned documents do not align with CRM records, enabling prompt corrections.
- Sample Count: the tool provides real-time visibility into the number of samples available for delivery to each HCP, even when managed by multiple reps.
- Comprehensive Reporting: the system generates detailed reports on anomalies, delivery schedules, and document metrics for enhanced oversight.
KPIs
Errors
Processing Time
CRM Matching
FAQs
What is Lyriko Sample Tracker?
Lyriko Sample Tracker is an AI-powered web application that simplifies the completion of sample delivery forms by sales reps to HCPs during face-to-face interactions. Using Optical Character Recognition (OCR), it accurately tracks pharmaceutical samples and pre-fills the associated data into the database within seconds, reducing manual work and errors.
Why is tracking pharmaceutical sample deliveries a challenge?
Sample distribution is highly regulated and traditionally relies on paper forms filled in by hand in the field. This is slow, error-prone, and hard to reconcile with CRM records, creating compliance risks and limited visibility into how many samples each HCP has received. Sample Tracker digitizes and automates this process to make it fast, accurate, and traceable.
How does Lyriko Sample Tracker work?
Sample Tracker works in four steps:
(1) it uses OCR to digitize and analyze sample delivery forms for accurate data capture;
(2) it alerts users when scanned documents don’t align with CRM records, enabling prompt correction;
(3) it gives real-time visibility into how many samples are available for each HCP, even across multiple reps;
(4) it generates detailed reports on anomalies, delivery schedules, and document metrics.
How does the OCR scanning work, and can I review the data before submitting?
Sample Tracker uses an advanced OCR engine to extract data from scanned delivery forms automatically. Before submission, the user can review and correct the detected details, such as doctor name and date, directly in the app. This OCR-review step ensures data accuracy and minimizes errors at the point of entry.
How do I upload a sample delivery form?
You have two options: capture a new photo of the form directly from the app, or upload an existing image from your device gallery. This flexibility fits different field workflows. Once scanned, the OCR engine extracts the data, you review it, and it’s pre-filled into the database in seconds.
How does Sample Tracker ensure data aligns with CRM records?
When scanned data does not match CRM records, the system automatically generates an error notification specifying the type of error and suggesting corrective actions. This real-time validation prevents data errors, ensures compliance with CRM standards, and lets reps fix issues immediately rather than after the fact.
How does Sample Tracker track sample availability for each HCP?
Sample Tracker provides real-time visibility into the number of samples available for delivery to each HCP, even when that HCP is managed by multiple reps. This shared, up-to-date count helps teams stay within distribution limits and avoid over- or under-delivering samples to a given healthcare professional.
What reporting does Sample Tracker provide?
Sample Tracker generates detailed, downloadable reports covering anomalies, delivery schedules, and document metrics, for example a list of detected anomalies or the number of documents uploaded in a given timeframe. This supports operational monitoring, compliance oversight, and better decision-making across reps, territories, and the whole organization.
What user roles does Sample Tracker support?
Sample Tracker offers modular, role-based access. The Admin has full visibility and control over all data, reports, users, permissions, and notifications. The Area Manager accesses reports for their territory and monitors rep performance to generate regional insights. The Sales Representative (ISF) scans and uploads documents, receives real-time error notifications, and tracks their own performance metrics.
Does Lyriko Sample Tracker integrate with CRM and support single sign-on?
Yes. Sample Tracker validates scanned data directly against CRM records and flags any mismatches, ensuring alignment with CRM standards. It also supports Single Sign-On (SSO) for a smooth, secure login experience, so reps access the tool with their existing corporate credentials and no separate account to manage.
What technology powers Lyriko Sample Tracker?
Sample Tracker is built on Optical Character Recognition (OCR) to read delivery forms, combined with Machine Learning and Natural Language Processing to extract and structure the data accurately. A document repository keeps uploaded files logically organized for quick search and retrieval, streamlining access during field operations.
Is Sample Tracker part of Lyriko, and can it be used on its own?
Sample Tracker is one of Lyriko’s commercial modules for pharma sales teams, alongside Suggestions, Rep Assistant, and Smart Notes. It can be deployed as a standalone web application focused on sample management, or as part of the broader Lyriko ecosystem for customer engagement and commercial excellence.
Who uses Lyriko Sample Tracker?
Sample Tracker serves the full field-operations chain: Sales Representatives (ISF) who scan and track sample deliveries, Area Managers who monitor territory performance, and Sales Effectiveness Managers and Sales Directors who oversee operations through reporting and analytics. Role-based dashboards give each user exactly the data relevant to their responsibilities.
How does Sample Tracker improve compliance and reduce manual work?
Sample Tracker replaces manual, paper-based form filling with automated OCR capture, CRM validation, and real-time error alerts, drastically cutting data-entry time and mistakes. Every delivery is digitized, validated, and traceable, with full audit-ready reporting, improving regulatory compliance while freeing reps to focus on HCP relationships instead of paperwork.
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