Pharmaceutical Call Reporting

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REP. REPORTING & TRACKING

Medical representative reporting has been a critical requirement of pharmaceutical companies across the globe. Be it a large or a small company, efficient reporting of medical representative and service personnel is the need of the day.

Investing in medical representative reporting solutions not only stops resources misuse and keep a check on lazy representative but also increase sales and productivity!

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MAIN FEATURES

  • Monthly visit planner.
  • Scheduled / Unscheduled call reporting
  • Marketing expense management
  • Doctor sampling inventory notification
  • Mobile application notification
  • Marketing activity request & management
  • Attendance marking through known locations
  • Quizzes
  • Both web & mobile interface
  • Territory & hierarchy management
  • Doctor / Pharmacy geo tagging & geo fencing
  • Doctor / Pharmacy duplication removal
  • Calls & sales target based performance
  • ROI Reporting
  • Medical Rep location tracking
  • Support area
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Medical Rep Management

  • Profile Management
  • Personal Profile
  • Daily work plan creation
  • Document Management
  • Contact Details
  • Designation Management
  • Team Management
  • Base Town / Brick Management (Multiple)
  • Targets vs achievements
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Monthly Work Plan

  • Bulk planner for quick plan.
  • Work plan approval from supervisor.
  • Joint calls feature & approval.
  • Planner on both web & mobile interface.

Doctor Call Management

  • Scheduled / Unscheduled Visit
  • Daily Work Plan
  • Brick Wise Selection.
  • Call duration management
  • Catalogue display in call.
  • Joint call management
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Doctor Management

  • Geo Fencing of doctor
  • Doctor profiling
  • Doctor Specialty Management
  • Doctor multiple location management
  • Doctor Grading Management
  • Doctor merging control
  • Doctor attach to multiple pharmacy (% share)

Activity Request

  • Doctor activity request form.
  • Activity Type management
  • Amount estimation
  • Remarks / justifications
  • Doctor based / Pharmacy based activity.
  • Doctor activity evaluation form.
  • SPO / FM / RSM tour program
  • Approval levels (create | verified | Approved).
  • Amount Limit for approval from hierarchy.

Expense Management

  • Fixed expenses employee based
  • Doctor commitment on expense.
  • Expense request generation & approval
  • General Expenses
  • Doctor / Pharmacy based expenses.
  • Brick based expenses.
  • ROI Reports generation

Pharmacy Call Management

  • Scheduled Visit
  • Unscheduled Visit
  • Stock update.
  • Product feedback management
  • Daily Work Plan
  • Brick Wise Selection.
  • Call duration management
  • Joint call management
  • Joint call approval management
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Pharmacy Management

  • Geo Fencing of pharmacy
  • Register Chemist
  • Pharmacy Profiling
  • Pharmacy Type
  • Pharmacy Grading Management
  • Pharmacy merging control
  • Pharmacy attach to multiple doctors (% share)
  • Pharmacy class attach to brick not to any particular doctor
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Location Tracking

  • Call Report Location tracking
  • Time based location tracking
  • Employee Starting Point & Ending Point Tracking
  • Mileage Report Tracking

Product Management

  • Basic generic details
  • Catalogue Management
  • Product assign to team
  • Brand management
  • Type Management
  • Supporting material management

Notification Area

  • Promotion details
  • Joint meeting approval
  • Notifications from admin

Quizes Management

  • Multiple answers questions.
  • Time based quizzes
  • Results management
  • Passing criteria

Leave Management

  • Fixed leaves on user designation
  • leave request generation
  • leave approval management
  • Leave management

Things To Do

  • Appointments display
  • Custom entry for employee

Territory Management

  • Visual territory builder
  • Brick levels management
  • Brick mapping with parents
  • Territory based reporting

Reporting Heirarchy

  • Country Manager
  • Regional Team Manager (RTL)
  • Sales Manager
  • District Manager
  • SPO

Reporting Filters

  • Date Wise
  • sales Rep Wise
  • Team Wise
  • Product Wise
  • Product Brand Wise
  • Product Type Wise
  • Doctor Wise
  • Pharmacy Wise
  • Area Wise

Application Features

  • If 3G not available, shift to GSM tracking.
  • Products & doctors data will be stored offline.
  • Details will remain stored for 3 Days.
  • Reporting can also be placed offline & later synced through Wi-Fi connection.
  • can add new doctors. Doctor will have approval mark.
  • Actual phone travelling distance required instead of Google distance.
  • Synced reporting (3 days) + un sync reporting will remain save.
  • Grower are related to Rep

Data Management

  • Rep Management.
  • Hierarchy Management
  • Doctor Management.
  • Products Management
  • Location Management (Country / Region / Territory / City / Brick).
  • User accounts management.
  • Block account through server.
  • User Role management --- Child Parent concept
  • Backup / Restore Data.

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Questions/Support Form

One Time Signup Form