Introduction

Our client, a pharmaceutical sales and distribution company, serving customers nationwide, faced challenges in managing their sales teams spread across various regions. To streamline their pharmacy operations and improve productivity, they sought a sales force management software solution. They specifically needed a mobile app integrated with a web-hosted software to not only enhance the executives’ daily customer meeting counts but also manage product sales, service history, and customer payments information effectively.

The Problem Outline

After getting a briefing from the Field Sales Manager of the pharma company, their challenges and pain points were identified to get the right perspective of their requirements,

• To schedule each customer visit with purpose and planned hours.
• To close the customer support on-time and the count of open tickets need to be reduced on daily basis
• To know your sales person’s current location with the status of whether available or engaged.
• Make field sales team aware of the new revenue opportunities by open tickets and communicate to sales team quickly, to get more repeat business from existing customers
• Manage and Monitor all the sales in the daily tracking with location and progress of the schedules on the real time basis
• To manage product sales, service history, and customer payments information in real-time.

 

The Solution Summary

Our field sales force management software offers a convenient and accessible solution for managing sales teams in the pharmacy business. It utilizes Cloud computing and a web-based application, allowing effortless management of field sales executives from any location and at any time. This comprehensive software monitors sales activities and automates the schedules of all field sales representatives, helps manage product sales, service history, and customer payments information online.

 

Our field sales management system is designed for both mobile devices and web applications, ensuring flexibility and ease of use. It empowers executives to increase their daily meeting counts by effectively managing medical product sales, maintaining customer history, and tracking payment information. Additionally, the software enables users to identify new revenue opportunities by analyzing customer data and identifying potential missed opportunities.

Registered users with appropriate credentials can securely access our GPS-enabled application, specifically designed to track the real-time location of field sales executives. The software seamlessly integrates with a mobile application, enabling efficient coordination of activities and synchronization of relevant data such as sales orders and feedback forms.

Results

• The implementation of the Field Sales Management application led to significant enhancements in the productivity of the field sales teams. Sales Managers were able to monitor sales performance and streamline field tasks in real-time, resulting in improved efficiency.
• The utilization of accurate data updates and predictive analytics aided in optimizing task planning and scheduling.
• The support of a mobile app for field executives resulted in increased efficiency, enhanced safety, improved time management, and reduced manpower costs.
• The application not only facilitated communication between stakeholders but also ensured secure access to data online at any time.
• The availability of timely updated reports online enabled the tracking of attendance, work orders, location, inventory status, feedback, and other relevant information.

Trinetra iWay provides customisation of field employee management software and as per requirements, it can be customised. Anyone interested can please submit an online request asking for a demo which will be organized at a convenient time and date.