Quick scenarioTest a contract value
Planning aid
Direct commission is calculated on the first 12 months of collected subscription revenue. Reseller share uses the approved 17.5% route.
CRM
Won accounts
Clients
Shared relationship intelligence
Contacts
Coordinate outreach across Yma. Repeated contacts are surfaced as overlapping relationships so one team member can lead the conversation without duplicated messages.
Live commercial pipeline
Funnel
Calibration
Yma Companies Database
Representation funnel
How many businesses in the selected category and region expose structured information to patients and LLMs.
Daily sales workspace
Management cockpit
My day
Import and data quality
Prospect upload
Import prospect lists from calls, meetings, LinkedIn, email, messaging, events, or another business-development source. Each company is checked against the Healthcare CRM and then the Partner CRM before any record changes.
Ready for health checkChoose a CSV or Excel file to validate its taxonomy, healthcare fit, duplicates and company matches.
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Accepted formats: CSV, XLS and XLSX. Uploaded prospects are assigned only to the user performing the upload. Required columns: First Name, Last Name and Company. Email, phone, LinkedIn URL and row-level activity details are optional.
Company deduplication
Review similar institution names and website domains. Merging keeps one company profile while moving contacts, branches, ownership and activity under it.
Activity reporting
Sale Activity Reporting
Measure prospect touches, channel response, salesperson activity and follow-up discipline.
Companies
Narrow the working list, open a profile drawer, and update ownership, stage, or enrichment without losing your place.
Layer plays