Overview
Three building blocks, one platform to manage your sales force
Mobile application
For medical, pharmaceutical and sales reps: planning, visit reports, orders and objectives, even offline.
Web application
For supervisors, managers and administrators: activity monitoring, validations, statistics and configuration.
Centralized database
Prospects, reps, products and geographic areas gathered in a single database, updated under control.
Web application
Manage and supervise all visit activity
Field activity tracking
Visit reports
Follow medical and sales visit reports, filtered and grouped by period, rep, prospect, sector, potential, product, specialty or establishment.
Prospect coverage
Measure coverage by rep, sector, potential or specialty, and spot the shortfall by comparing objectives and achievements.
Non-visit activities
Keep an overview of leave, training, staff meetings and other non-visit activities.
Expense reports
The finance department validates reps' expenses (travel, accommodation, meals), with budget and attached receipt.
Statistics and BI
Customized tables and charts, in several formats, for in-depth analysis.
AI order prediction
Anticipate the number of orders for one or more products, from one or more prospects, over a given month.
Sales, products and marketing
Orders, samples and freebies
Track orders by customer, period, wholesaler or rep, as well as samples and freebies; purchase orders are sent by email and revenue is calculated automatically.
Freebies and discounts
Define freebie rules by prospect type, potential and product.
Commissions
Set up rep commission rules by wholesaler, product and period.
Objectives
Set objectives for visits, orders or revenue by period, product, sector, specialty or potential.
Marketing campaigns
The marketing director plans the actions a rep must carry out with a set of prospects to promote products.
Samples and gifts
Assign each rep a number of samples and gifts to keep stock under control.
Reference data and administration
Prospects and customers
Doctors, pharmacies, parapharmacies and depots, with their potential, sector, locality and specialty.
Prospect map
Each prospect is positioned on a map, to visualize the location of the entire portfolio.
Ranges and products
Manage the ranges and products to present or sell according to the prospects' specialty.
Users and roles
Create users and assign each one a role with configured permissions.
Validation workflows
Choose who validates reps' creations (expense reports, schedules, marketing actions, prospects), following the workflow you define.
Notifications
Choose who is notified depending on the event: new creation, modification, validation…
Mobile application
A rep's whole day, in their pocket
Visit planning
Choose the week's prospects with a multi-criteria search (sector, potential, specialty) and duplicate your schedule onto the following weeks.
AI recommendation
A list of prospects to visit is suggested based on the revenue predicted for the current month.
Visit reports
Stock level, customer feedback, products presented and order of presentation, samples handed out: everything is entered on the spot.
Orders
The rep enters the order; the purchase order is automatically sent to the supervisor and the wholesaler concerned.
Visit history
Each visit in detail, with filters, charts and statistics.
Prospect portfolio
View, add or edit your prospects from the field; each modification is validated by the administrator.
Expense reports
Amount, description and attached receipt (invoice, receipt), sent from the phone.
Non-visit calendar
Leave, conferences and training, shown in a calendar.
Objectives and achievements
Visits, orders and revenue compared with objectives, in charts by potential, specialty or sector.
Internal messaging
Chat in real time with other reps and supervisors.
Notifications
Validation, refusal, request for revision: the rep is notified instantly.
Even offline
The app remains usable when the network is unstable, with automatic data synchronization.
Centralized database
One database, reliable data
- Quick import of your prospect lists, with merging and duplicate removal
- Duplicate detection even when fields are not identical
- Each rep has their own portfolio, based on the assignment defined by the administrator
- Additions and changes made in the field are subject to validation
Free demo
Let's see together what Bird Notes can bring to your sales force
Or contact us: +216 97 807 847 · info@bird-notes.com