Getting Started On Rare: Monitor

LESSON OVERVIEW

In this short video, you’ll learn how to:

• Log in to Rare Monitor using your account details.

• Navigate the dashboard and understand where key tools live.

• Run and refine a search to generate a practical prospect list.

Step-By-Step Instructions

  • 1

    Log in

    1. Go to www.raremonitor.com 

    2. Click Login

    3. Enter the username and password sent by your account manager.

    4. Haven’t received your details? Email support@rare.consulting. 

    Image of the Rare: Monitor dashboard
  • 2

    Explore the Dashboard

    At the top of the page you'll find filters to refine your search by: 

    • Treatments 
    • Service Classification
    • Brands or Manufacturers
    • Company Size
    • Territory
    • Saved lists.

    Image of the Rare Monitor Dashboard
  • 3

    Explore the Dashboard

    On the left, use the main menu to access: 

    • Planning: create territories, run regional analysis. 
    • Team & Lists: manage prospect lists. 
    • Training: create training events.
    • Data & Analytics: track performance and KAM activity. 
    • Support: find all training videos.
    Step illustration
  • 4

    Run Your First Search

    1. Click Sales Execution.

    2. Use the filter options below to refine your search. 

    • Any’ will show you clinics that offers any combination of treatments you select. 
    • Require’ gives you a list of clinics that offer all the conditions you select.
    • Hide’ excludes any results with that condition.
    Rare: Monitor filters
  • 5

    Review Your Results

    1. Once the filters are applied, you'll see your list shrink from thousands to a practical target group.

    2. Switch between List View and Map View.

    3. Save your results for later campaigns using Lists. Click Options and 'Add Search to List'

    Step illustration
  • 6

    Review a Clinic

    Click into any clinic page you'll be presented with a range of information, such as:

    • Key contact information
    • Names of the people that run the practise
    • Location
    • Demographic data

    Use the back arrow to return to the search screen.

    Clinic level page on Rare: Monitor
Emoji icon 1f64c.svg

Next Steps

In the next lesson, you’ll learn how to build custom territories and save lists to organize your prospects more effectively. .

Watch More Videos In This Series

Boliviainteligente  75vdelt3bi unsplash (1)

Creating & Managing Lists in Rare Monitor5 min video

Learn how to create, save, and manage your own lists, export data into your CRM, and visualise lists on a map for field planning.

Kush dwivedi 6nei9o97vju unsplash (1)

Identify Geographical Opportunities and Build Territories14 min read

Learn how to compare regions, evaluate treatment demand, identify hotspots, and build territories based on real-world data.

Partner logo

Targeting the Right Clinics Fast7 min video

We demonstrate how combining filters helps you refine thousands of locations into a powerful prospect list.



Partner logo

Map-Based Prospecting & Territory Planning4 min video

In this video, we show you how to search geographically inside Rare Monitor, using postcode searches, map views, and custom territories to find the right clinics in the right areas.


Partner logo

CRM Tools in Rare Monitor: Log Calls, Track Sales & Record Activity4 min video

In this video, we help you log calls, record sales interactions, track product pitches, and monitor customer engagement. 




Partner logo

Training Courses in Rare Monitor: Build, Schedule & Track Your Sessions4 min video

In this video, we show you how to create training courses in Rare: Monitor from building modules and adding products, to scheduling sessions and registering attendees.