Segmentation of customers

Pharmaceutical customer segmentation is important, this can really give you an edge on the competition. 

Segmentation of customers in each territory based on RCPA in the following matrix:

The focus of customer coverage would have the following intentions:

The guidelines to monthly coverage are as follows:

Call coverage to be planned in such a manner that:


While planning customer coverage, the medical representative must consider that he needs to have exclusive time for RCPA during the month. In that time, he must carry out RCPA for majority of his customers. The planning of these RCPA days for the month is done by the medical representative and approved by the ASM/RSM.  

The exclusive RCPA time can be planned in any manner like:

Every day (9:30 – 10:30 and 4:00 – 5:00) (as this could be a time when customers are not meeting medical representatives), or every Monday or every Saturday, or every Monday 2nd half and every Thursday 2 half, etc. It is not mandatory that every medical representative takes the same exclusive RCPA time. However, every medical representative must plan for this time according to the territory characteristics. This must be approved by the ASM and needs to be adhered to. The maximum exclusive RCPA time a medical representative can plan for must not exceed 4 working days. 

The exclusive RCPA time should only be in the HQ town – for ex-stations/out-stations, medical representative should carry out RCPA and customer coverage on the same day.

Based on the above segmentation and requirement of exclusive RCPA time, a re-look at customer coverage might be required. This might require some customers (in Q1) to be removed from coverage. However, this reduction in number of customers must be done with extreme caution so that only customers in Q1 are dropped. ASMs must verify this with each medical representative before the customer lists are changed.


This re-look at customer coverage is being done so that:


The above customer segmentation needs to be reviewed every quarter based on RCPA and changes need to be done on customer coverage plans. 

RCPA – Retail Chemist Prescription Audit - Process to do RCPA, Pharma RCPA

KPI Examples:

Based on above illustration and segmentations, Medical Representative and ASM, both together decide frequency of the visits to each customer. which will look like this example: