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!
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
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
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
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
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
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.
