SFA Solution For Healthcare And Pharma Company
About Client
The client is a leading healthcare and Pharma organization in India, providing benchmark solutions in that arena. Their objective has been to offer exceptional quality healthcare and Pharma products to a wide range of consumers in PAN India. The organization has a widespread chain of distributors and retailers who together, target complete customer satisfaction and enhanced quality.
There are involved stakeholders like sales teams, field force, distributors, retailers, customers, top management, etc. who are in constant interaction with each other. There is a need for continuous and accurate monitoring of the task force activities, which are on the go.
Client's Business Goals
After studying the organizational structure and requirements, a need was felt to implement a robust mobile sales force automation solution that could easily monitor and manage the fleet on the go and extract a variety of dynamic reports that could be of great significance to the stakeholders.
Key Challenges
Since there is a wide product range, spread across India, it is a tough task to manually maintain all involved statistics and details of processes like sales, orders, delivery, returns, etc.
There is a large chunk of data that regularly gets generated owing to the sales cycles. The organization wishes to make optimum use of this data and garner insightful and visually appealing dashboards and reports. This, in turn, would prove useful to them in taking accurate business decisions.
Our Approach
Looking at the challenges, SPEC INDIA helped the client by offering them a comprehensive and easy to analyze mobile sales leader automation application, created particularly for the field force in the healthcare sector. The major focus of this application is to manage, mobilize and automate the daily activities and order-taking of the sales leaders, and field force who are continuously on the move.
Our Solution
This comprehensive sales leader mobile application is primarily meant to offer a seamless flow of information between the involved stakeholders – sales leaders, field force, top management, chemists, stockists, etc. It manages all the main business workflows involved in the planning and execution of sales force management activities.
We developed a comprehensive application consisting of a web admin portal, sales leader, and retailer mobile app. This application is mainly divided into two portions:
— The web application handles the master data creation, role-based user log-in, and authorization
— The mobile application handles the utilization of the master data and the working of the sales leaders, chemists, stockists, etc
— There is a separate customer module designed for the retailer application
Salient Features
- Portable on different types of devices (smartphones, tablets, laptops)
- Back-office connectivity through mobile internet, 3G/4G, Wi-Fi or Bluetooth
- Daily notifications
- Integration of Paytm payment portal
- Video streaming
- Dynamic reports and reading files from FTP server
- Dynamic menu for survey and selfie for retailer application
Direct sales / mobile sales automation
Start day, End Day mechanism
Route planning, selection, and tour planning
Initiation of chemist calls, chemist order history
List of chemists depending upon route selection, purchase points/box points
Daily call report (DCR) / DCR Calendar
Order placement – virtual order, actual order to stockist
Graphical dashboards (Slide drawer) – daily call records, tour plan / Summary reports
Managing expenses and storing details
Device lock mechanism
Device configuration and verification in case of a new device
Schemes, rewards, and redemption approvals for retailers
Sales returns, leave / tour plan approvals
Ask queries on the screen
GPS tracking (Background task)
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Technologies & Tools
Our Process
Research/Analysis
Our detailed and accurate research, analysis, and refinement leads to a comprehensive study that describes the requirements, functions, and roles in a transparent manner.
Design
We have a team of creative design experts who are apt at producing sleek designs of the system components with modernized layouts.
Coding
Our programmers are well versed with latest programming languages, tools, and techniques to effectively interpret the analysis and design into code.
Testing
Quality is at the helm of our projects. We leave no stone unturned in ensuring superior excellence and assurance in all our solutions and services.
Launch
We have a well-defined, robust, and secure launch criteria that offers us a successful implementation clubbed with detailed testing, customer acceptance and satisfaction.
Business Benefits
Increased sales leader efficiency by 15% to 20%
Enhanced customer satisfaction and touch time
Maximized return on investment with an effective salesforce
Effective sales leader task force management
Insightful information through data-driven visualization leads to optimal decision making
Effective and optimized reports with enriched graphical display
Sales details and performance analysis with customer data
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