The tool allows all activities related to a product brand to be planned and analysed in a centralised manner. Activities like advertisement, conferences, booklets, corporate & local gifts, posters, article reprints, training material, sponsored travel and visual aids can be budgeted for each brand. The effectiveness of the marketing strategy can be analysed based on sales data.

The tool helps the sales force in profiling new contacts / accounts, deciding upon the appointments, planning tour, submitting daily call reports, submitting requests for samples, promotional articles, reporting primary as well as secondary sales etc. Based on the actual travel, the tool calculates the necessary expenses to be paid to the field sales officer. The sample management and promotional material management part in the software keeps a complete track of samples and promotional items. The tool also facilitates entire leave management system for the field sales staff.

One more advantage of the system is helping representatives in the most important aspects of their job: face-to-face doctor meetings. Just before visit to the doctor, availability of previous visit information viz. his prescription preferences, brands to be promoted, issues raised by him, and activities done in last meeting. This along with personal information of the doctor helps the representative to build better relationship and proactively address issues and objections. This facilitates the representative to make the most of the few minutes he gets in front of the doctor and achieve his goals.

The data which is received from sales force using the online system is current, accurate and ensures more transparency between field force and the head office in terms of data. This data can be analysed and acted upon in timely manner. This can also lead to improvement in the efficiency, effectiveness and productivity of the field force with respect to response time to market needs and can bring improvement in CRM activities.

Categorisation of doctors is an important activity from the perspective of distribution of samples, promotional items related to the products, medical / scientific literature etc. It helps to decide the frequency of visits, no. of samples to be distributed to each of the category. The categorisation helps to run focused campaign effectively.

This Sales Force automation tool can create a platform where the field force can communicate with the organisation, as well as with the first line manager at anytime from anywhere. The product based objections and feedback from doctors can be instantly communicated and solutions and replies requested. Product updates can be broadcast to the field and any new launches can be instantly communicated.

The application has two components in terms of content - Static Content and Dynamic content. The transactions happen on the dynamic content side, where as any circulars, information to the field force, product related FAQs, Manuals etc. can be posted on the static content side.

The product needs to be launched to a specific segment of doctors depending upon the therapeutic area and specialty etc. The activities could involve capturing of comments from these customers, distribution of samples to them etc. The sales force can collect information to select the right set of doctors for the new launch based on prescription habits, type of practice, competitor prescription trends etc. These can be collected and transmitted well before the launch. Feedback from customers on launches of new products can be monitored and managed in real-time using the automation tool.

The software tool generates multiple analytical reports which help the entire sales force hierarchy to improve their sales.

System incorporates a calendar based bulletin board, which displays certain broadcast messages, circulars etc to desired set of recipients. It also facilitates system generated alerts, notifications, reminders as well as user generated messages.