How To Use Crm Pharma

Transcription

1 CRM Pharma Sales Force Intelligence Outsourcing. Consulting. Individual solutions for your business

2 General information about CRM Pharma CRM Pharma is the sterling solution for Sales Force. This product is the result of the work of specialists during the many years, using the best practices and experience in the development of information products for the pharmaceutical business and FMCG. CRM Pharma implements all standard features for business - from the management of clients DB and planning to reporting for all types of events and activities for sales representatives /managers. Our solution has recommended itself in different projects with our Customers in the Russian market.

3 Advantages of the CRM Pharma

4 Extensive functionality in the basic version We suggest for our Customers the following functionality in the basic configuration: Activities planning according to agreed regulations, including choice of clients on the city map with opportunity to optimize route for the day Activities reporting according to agreed regulations Employee s skills assessment according to results of double visits Clients DB management System administration with change of different settings in the system Export of 10 different basic file reports with entire activity figures in the fields + KPI Dashboard which includes 13 analytical reports in MS Excel pivot table format with diagrams Clients targeting + two algorithms of client category calculation for your choice Operational control for managers to control the work of subordinates operatively via revision of their activities and target lists

5 Ease of use A distinctive feature of CRM Pharma is ease of use which expressed in the following: The system interface is intuitive thanks to traditional location of navigation menu and data area. Fast adaptation to GUI (graphic user interface). New employee has an opportunity to investigate the system manually without special training and any difficulties. System is not overloaded with useless or little-used options but on the other hand basic version of CRM Pharma has entire needed functionality to plan, report and analyze activities. Our key approach to provide user with maximum simplicity and comfort combined with the data authenticity.

6 Qualitative customer service We suggest for our Customers a qualitative technical support namely: Centralized receipt of all requests from users via phone or Guaranteed response to request on the first call by phone Guaranteed response to request via during 1 hour Advising employees to work in the system Service technical support is not mandatory that is Customer has a right to refuse it in favor of reduction of monthly subscription fee.

7 Personal data law compliance CRM Pharma is native software solution with full compliance of 242 FL About personal data. This is being reflected in: Keeping clients DB in the territory of Russian Federation Data encryption We don t keep private contact information about persons if we don t have written consent about processing that information (private contact phone number, private , home address etc.)

8 Affordable price One of most important advantages of the CRM Pharma affordable price what can be explained of minimizing costs in our Company simultaneously with maintaining a good service level. Moreover, we fix our prices in RUR which excludes different financial risks with currency rates flow. Also we offer a progressive system of discounts depending of the number of users. We send commercial offers to our Customers on demand. Standard commercial offer (budget estimation for 1 year) includes the following: Package of starting system settings Additional technical jobs on possible customization of the basic functionality Subscription fee for the basic service Subscription fee for additional services The prices of similar technical solutions from our nearest competitors on the Russian market are higher above 2 and more times.

9 Key functionality of the CRM Pharma

10 Key functionality of the CRM Pharma CRM Pharma allows to solve the following key tasks: 1. Planning & regular reporting according to the established rules (planning of activities, results of activities) 2. Own clients database management 3. Assessment of sales force efficiency 4. Categorization and targeting 5. Analytical reports and data export for the further analysis 6. Tracking the location of employees during working hours via geo-positioning 7. Integration with CLM 8. Fast reporting by visits in the fields via Offline CRM using any devices built on Apple ios/android.

11 Technical capabilities of basic version of the CRM Pharma

12 CRM Pharma - Activities planning & reporting CRM Pharma gives you an ability to plan your working day during few minutes and report by your activities. Reporting forms are flexibly customized with different options and features.

13 CRM Pharma - Activities planning & reporting With CRM Pharma you can also plan both your working day and optimal route on the map.

14 CRM Pharma - clients database Clients database in CRM Pharma is easy to manage. System has functionality of additional accordance of the new organizations in order to minimize amount of probable dublicates. Also you can determine organization address and GPS coordinates exactly via map. Clients database in CRM Pharma is a Customer s property!

15 CRM Pharma - clients database CRM Pharma has universal solution for automated search of the organization addresses in the cities of CIS countries and not just in Russian Federation:

16 CRM Pharma - clients database System also allows to observe entire nearest retail outlets (pharmacies, for example) in the bounds of determined radius from selected medical institution and it gives to employee an opportunity to collect target list with retail outlets more properly.

17 CRM Pharma operational control for managers CRM Pharma admits for managers to control the work of subordinates operatively via revision of their activities and target lists.

18 CRM Pharma - DV assessment CRM Pharma admits to assess the skills of ability of representatives to interact with their clients. These skills are practiced on double visits and in further these are finally assessed. Criterias array and assessment scale are customized according to business requirements.

19 CRM Pharma photo-reports by visits to retail outlets CRM Pharma admits you to save photo-materials about production availability, merchandising, POS etc. during the visit in retail outlet (pharmacy, for example).

20 CRM Pharma audit visits reporting CRM Pharma also has functionality to input data about audit visits in the organizations or persons:

21 CRM Pharma automatic categorization of clients Automatic categorization in CRM Pharma gives you an ability to do automated calculation of cut-off criterias using Pareto principle in view of previously entered Customer s calculation parameters.

22 CRM Pharma clients targeting Targeting functionality in CRM Pharma admits you to select a list of targeted clients in view of previously calculated categories. While selecting you can see a total visits plan by cycle to every speciality and also quantity of clients added in target-list. After selecting of the needed speciality system automatically recalculates final amount of visits in order of speciality and category of a client.

23 CRM Pharma direct data export and analytical reports CRM Pharma allows you to retrieve as the ready analytical reports so and direct data export in DB likes MS Excel tables for further analysis using any available tools (BI, pivot tables in MS Excel etc.).

24 CRM Pharma secondary sales CRM Pharma allows to import, store and export processed secondary sales data for further analysis including SF activities.

25 CRM Pharma KPI Dashboard CRM Pharma also has the exported array of prepared analytical reports for managers - KPI Dashboard. This is an operational analysis of current situation in the fileds.

26 CRM Pharma administrator s module CRM Pharma allows to administrator of the system to manually implement different operations to configure the system what gives to Customer to manage of the system settings with minimal participation of Service Desk.

27 Additional services in the CRM Pharma

28 Mobile application Offline CRM CRM Pharma gives you an ability to report by your visits also via mobile application built on Apple ios/android platforms. Data synchronization occurs automatically as soon as Internet is available. Application has entire minimally needed functionality to report from the visiting place and also transmit GPS-coordinates of your location to the server.

29 CRM Pharma geolocation Geolocation in CRM Pharma allows you to manage your working process in the fields with more effectiveness and also analyse information about your clients looking to this from another side.

30 CRM Pharma integration with CLM CRM Pharma has a functionality of dual-sided integration with CLM. Information from presentation automatically transmits to the CRM Pharma (and insideout). As a result you can see your visit in the CRM Pharma as closed. System already has ready API for data exchange with CLM from any 3-rd party partner.

31 Our Customers

32 Our Customers CRM Pharma has been successfully implemented in the following Companies:

33 Our contacts Тел: +7 (495) Skype: isbtechno Web:

34 Thank you for your attention! Best regards