CRM Pharma web application for supervisors and administrators
Bird notes’ CRM pharma offers a web application through which pharmaceutical companies can manage and supervise their sales, pharmaceutical and medical visit activities.
Features of Pharma Bird Notes CRM
Follow-up of medical visit reports
Through this module, the pharmaceutical laboratory or medical promotion agency supervisor can track medical and sales visit reports. The tracking interface offers filtering and grouping by period, delegate, prospect, depot or wholesaler, sector, type, potential, product, specialty, establishment, sector and locality.
Monitoring coverage of pharmaceutical and medical visits
The coverage module of Bird notes' pharmaceutical CRM enables supervisors to see, for a given period, the coverage of prospects by delegate, sector of activity, potential or specialty. This analysis can be used to identify shortfalls by comparing estimated targets with actual results.
Follow-up of sales visits and orders, samples and freebies
This module allows you to track past orders, with the possibility of filtering by customer, period, wholesaler, sales representative... This module also offers: Tracking of samples, free wholesale and free lab orders Automatic emailing of orders to users and wholesalers Calculating sales over a period by sales representative, customer, warehouse or wholesaler...
Marketing campaign monitoring
This module enables the marketing manager of a pharmaceutical laboratory or medical promotion agency to manage the marketing actions to be carried out by a pharmaceutical or medical representative, for the benefit of a group of prospects, to promote certain products.
outside visits activity monitoring
This module enables the supervisor to track non-visit activities such as vacations, training, staffing...
Tracking expenses
This module enables the pharmaceutical laboratory's or pharmaceutical promotion agency's finance department to track and validate expense reports and expenses incurred by the sales or medical representative during prospect visits. Each expense report includes the following information: type (travel, accommodation, catering, etc.), budget and supporting document (receipt, invoice, etc.).
Statistics
This module offers the pharmaceutical company statistical reports with tables and graphical representations, in several formats customized to the customer's needs, using powerful and innovative BI tools. This module enables in-depth analysis of data and constructive conclusions to be drawn.
Order prediction using artificial intelligence
Using artificial intelligence, this module predicts the number of orders of one or more products for one or more prospects during a given month.
Prospect and customer portfolio management
Prospect management (Doctors, Pharmacies, Parapharmacies, Depots, ...), potential, geographical location, sector, locality and specialty Definition of the prospect's geographical position on a map.
User management (delegates, supervisors and managers...)
This module enables the administrator to create a user and assign him a role (delegate, supervisor, manager). Each role has a set of permissions configured in the permissions module.
Assigning samples and gifts
This module allows you to assign a number of samples and gifts to a pharmaceutical or medical delegate, in order to control inventory.
Managing freebies and discounts
This module allows you to define free quantity rules according to the type of prospect or customer, potential and product.
Commission management
This module lets you define commission rules for one or more delegates, depending on the wholesaler, product and period.
Objective management
This module enables you to define objectives in terms of number of visits, number of orders or sales, for a group of sales representatives over a given period, based on several criteria: products, sector, specialty, potential...
Validation management
This module defines the users involved in validating new creations on the delegate side (expense claim, schedule, marketing action, new prospect, prospect modification) according to a clearly defined workflow.
Notification management
This module defines the users to be notified according to the type of event, such as new creation or modification, validation on the delegate or supervisor side.
Workload and pharmaceutical product management
This module enables you to manage product ranges and products to be presented or marketed according to prospects' specialities.
Mobile CRM pharma application
Bird notes CRM pharma also offers a mobile application, through which medical, pharmaceutical and sales representatives can execute and report activities requested by marketing and sales management. It mainly offers the following modules:
Centralized database
Bird Notes pharmaceutical CRM is centralized. It has a single, common database that encompasses all the pharmaceutical company’s or promotion agency’s data, such as prospect lists, delegates, products and geographical areas.
In addition, Bird Notes ensures controlled updating of prospect data to avoid conflicts and ensure a unified, up-to-date database. In addition, Bird Notes’ pharmaceutical CRM enables fast, intelligent import of prospect lists, with merging and elimination of duplicates to keep data clean. This feature is based on an intelligent algorithm that detects duplicates even if their fields are not identical.
Each user receives his or her own database of prospects on their smartphone, as assigned by the system administrator. The delegate or visitor has the right to add or modify one or more prospects. Each modification must be validated by the administrator.