Online Sales Force Automation(SFA)

 
 

OVERVIEW:-
Any Companies Future is
based on how it is projected in the market and the way its products are marketed. The marketing field force plays the most crucial part in the existence of the Pharmaceutical Marketing company. Proper planning of the field force helps in better profits. This package helps in planning and execution of the plans by the marketing Field Force.EssentialSFA will allow you to forecast your company's revenues accurately and you will be able to track every lead along with the capability to access customized reports for analysis on your sales performance.
EssentialSFA helps in keeping track of all the Doctors, activities, and business contact details. Reporting of kinds is possible for example the list of activities to be conducted (Tour Program),being conducted (DCR) for the months,Day or for Specific Period, the list of the Doctors , Chemists & stockist & invitee details & much more for different activities.

-: EssentialSFA :- -:Securded way of updating Online Information on :- -: Makes Handling Very Easy :-

Provides mgmt control on Field Staff activities.

Takes Cares of all Market Information needed to the company.

Manage & track physician visits, as well as monitor and project sales quotas.

  Tour Programs.
Daily Call Reports (DCRs).
Sample/Gift Inventory.
Primary/Secondary/Tertiary Sales Mgmt.
Dailey/Monthly Expenses.
Sales Target & Product Order Booking
Attendance Mgmt/  Leave Mgmt.
Online Examination.
Dr Services/ CRM.
Through its user friendly Interface & Minimum Round trips.

Through Analytical tool at MR , Manager , & Admin end.

Report generation in Hierarchical way.

QUICK Information Available:-
Tour Program / Daily Call Report / Expense /Secondary / Target Vs Sales.
TP / DCR Summary/Deviation. DCR Summary/Deviation.
How many Doctors / Chemist met missed exceed .
Gift/Sample given/detailed to the Doctors/Chemist.
Product Wise POB from doctors / Chemist.
Product Wise Target Vs POB Vs Sales.
What activities done on the day.
Call Avg , Productive Calls , Missed Call , Excess Call.
Pending Samples Gifts with medical Reps.
All report available thru Employee Hierarchy.
Joint working Self working Detail.
Who is working today.
Leave management Report.
Attenndance Register.
Online Examination , Quiz , Survey .
RCPA (Retail Chemist Prescription Audit) Reports. cription Audit) Reports.
Monthly Business Details/ Dr Services / CRM etc.

Enterprise Modules :
Online Training to the Medical Rep. (Building skills)
Training Scheduling. (Saving Training cost using this module)
Medical Rep Tracking. (Where are my Medical Reps)
Digital Detailing of Products. (Saving Cost for printing visuals)
Automatic Route definition, Auto distance calculation, Expense Calculation. (Intelligent route definition)
Auto Reminders, B-Day/Marriage Anniversary SMS to Doctors. (SMS Integration)
Product Feedback from Chemist / Doctors thru SMS. (SMS Integration)
SMS to Doctors /Field Staff for New launch/ Other Information. (SMS Integration)
Inventory Management for Sample / Gift Products. (Know the Inventory of Samples / Gift with Medical reps)
Stockist Connect. ( Order Entry, Invoice Download, Outstanding, Mail box & Customized as per requirement)
Applicant Tracking System (Very Useful for Interviews of new candidates - keep track of interviewed employees / Summary)
Online Exam for Medical Reps (Medical Rep Online Exam for their skill development, Very useful)(Are my Medical Reps Updated?)

Why Essential-SFA :  
1. Accessible through any web browser
2. 50 + Companies Online
3. Running in Pharma , OTC , Courier & in Insurance Industry.
4. Online Examination , Dr Services , SMS Integration & other free modules along with SFA .
5. It's very User Friendly (Required Minimal trainiing to Operate).
6. WEB + MOBILE (Real-Time) Reporting.
7. MR Tracking integrated with SFA.
8. Track the Workforce personnel in real Time.
9. Can be integrated with third Party Applications ( SAP , oracle E-business, people soft, siebel Microsoft & oth.)
10. In Clinic -Effectiveness- connect to previous call issued Raised/ close building relationship.
11. Pre Call Planning last visit activities, brand feedback next visit plan preference RCPA issued Raised and closed , doctors information.

EssentialSFA-Modules :

   Tour Program / Monthly Activity Plan

It facilitates to make monthly Plan for sales representatives with each day detailed activities. It Helps in managing the activity of sales force in advance, to mange the routes they will work, and also the task they will work on..

Create Your Month Plan
Submit Your Plan for Approval
Senior Manager will get Alert about TP Approval
Senior Manager Can Update & approve the Plan
Senior Manager can View the TP of All Team Members in a Single Sheet.
Tour Program reflects at The DashBoard Calendar
Everyone do Work as per Tour Program
Tour Program Deviation Reports

Daily Call Report (for Pharma / OTC / Generic / Courier / Insurance etc.)

It is the whole Day Activity did by the sales Representative/Manager .There is a Specific Format in which SR select the following :

Find Tour Program as per the selected Date
Select Day Activity as per Actual Working (Working Day/Meeting/Transit /Training / Interview / Bandh /Other).
Select Visited Place & Worked with (Hierarchical Field Staff)
Dr & Chemist Call Submission along With Visit Time & Product Wise POB / Sample Gift Products & Remarks.
Reminder Call Entry if configured.
Automatic DA & Fare Calculation (If Configured).
Other Expenses Details & Whole Day Remark to the Company .
Multiple Reports can be generated at above Data, Like Customer Coverage Report , Customer Activity Report , Call Avg ,Self & Joint  Working  Details , Daily Expense , Sample Gift Distributed by the Employee , Product Wise Retailer Wise Daily POB , Attendance etc. 

Expense Management
   A Brief about Expense Management 
Expense Process can be configured manually or fully Automatically
For Automatic Expense , Create Route & Define Allowences
TA & DA are calculated from Daily Call Report as per configuration
Other Monthly Expenses Like Courier charges, phone charges can be add at the time of Monthly Expense generation.
Employee Can Claim their Expenses after the Complition of DCR Entry.
Submit the Monthly Expense for approval along with attachments
Senior Manager can Approve & Update the Daily Allownses with their Remark.
Finally, Expense Can be Passed at HO / Accounts end .
Employee can see Claimed , Approved & Passed Expense Statement in a Single sheet.

Target Vs Sales


Target : Target can be set HQ Wise Month Wise or Brand Wise HQ Wise Month Wise or Product Wise HQ Wise Month Wise

Primary Sales : It can be capture from Your ERP Software in a specific format or from Our SCM/ERP Software directly

Secondary Sales : It can be capture from Your ERP Software in a specific format or from Our SCM/ERP Software directly
  Primary/Secondary/Tertiary Sale of a Pharmaceutical Marketing Industry is the Sale done by the stockists to retailers. This is the actual Sale of a Marketing Industry. Sales Representative have to select a month for which he want to add Primary/Secondary/Tertiary Sale & have to enter Opening , closing & receipt Product Wise. Then it will automatically calculate Sales. Second time, SR will find Opening by default & just have to enter Receipt, Return & Closing only.

Sample/ Gift Inventory

Samples/Gifts control
Essential-SFA can issue and track gifts and samples to Field Force and their further distribution to Doctors and Chemists. Companies can determine the available balance of Gifts and Samples left with MRs.
Companies can also track Distributed Sample & Gift Product to Doctors & Chemist in a specific Period of time.

Customer Management

Our CUSTOMER MANAGEMENT SYSTEM is used to maintain a list of customers's names , addresses ,Territory , Email , Phone Nos , Website,
BirthDays , Marriage Anniversary, Category , Speciality , Qualification , Associated Distributors , Focused Products , Monthly Visit
On the basis of Customers Data & Daily Activity Data with customers,We can generate following Report:

1. Customer Coverage Report

2. Territory Coverage Report

3. Customer Category , Speciality , Qualification , Type wise Coverage Report

4. Customers Visit & Order Analysis

5. Customer Not Visited in last 6 Month or in a specific Period

6. Potential Customers Data

7. Upcoming Customers Birthday & Anniversiry & SMS it to them.

8. Monthly Visit , Miss Call, Excess Call & Other Detais

Internal Messaging System

Internal Messaging System
An internal messaging system is provided for communication between field staff.
Our Internal email system can be customized as per comany strategies.
The benefits:
• Targeted: allows you to target specific recipient groups and reach a defined, Hierarchical Employees Only
• Speed: messages are delivered straight to the recipients' inboxes, instantly as used single Data Base Server.
• Reach: overcomes geographical parameters that exist with other communication methods
• Efficiency: messages can be distributed to multiple recipients very quickly and accurately
• Customization: any Type of customization, like Mail can not be set as Read Mails without clicking subject, Mail Group can be set Area Wise, Designation Wise or

MIS/Comprehensive Reports

under Construction

Online Exam/Quiz/Test/Survey

under Construction

Dr Services Vs Business

under Construction

RCPA (Retail Chemist Prescription Audit)

A Brief about RCPA :
RCPA Purpose:
Identify Potential Customers
Assess Potecy of Customers
Prepare and update core doctor list

RCPA Facilitates
Effective Product Information
Detail Right Product
Sample Right Product
Give Right Input Demand
Right Product Validate
Support through RCPA


RCPA Right Method
Choose Right Chemist for the Doctor Visit
Nearby chemist before every call choose right time to visit
Build Relationship (POB & New product Availablity)

Always ask open ended Questions
Which doctor you are getting regularly?
Which ABC brands are selling in counter?
How much each ABC brands are selling per week  or per month in box/strips?
Who are the three main Rxer?
How much these major prescriber contributes to sale?....etc

Convert RCPA information in making pre-call strategy
Select doctor for product
Select product for doctor
Plan input/sample and opening for call
Quantify Rx demand

Detailing without RCPA is blind

  1.  
Online SFA
Mobile SFA
Field Force Tracking™

Our Clients

Contact Us

EssentialSoft Technologies Pvt. Ltd.
E-189, Delta-I, Greater Noida-201308 (U.P.) INDIA
Ph: 91-9012067235
91-9560673304,91-9368630036
E-mail: info@essentialsoft.co.in
 

Testimonials

Our Company has collaborated with Essential Soft since April 2010, for implementation of Sales Force Automation Software in all Our Divisions. They have good knowledge of Pharma Domain as well as in OTC. They have the capabilities to deliver new Technology as per specific requirements . They Implemented Web Based Reporting System initially & from January 2013, we are using their Android based Mobile Reporting System for Real time Reporting. The mobile solution is now going to deploy in OTC division. The solution has also helped in streamlining the reporting process and has enabled us to take action immediately on the basis of real time data. They have a long way to go and we wish them all the very best for their future assignments.

Morepen Laboratories Ltd

EsentialSoft has full knowledge of the pharma domain and processes that helped us in automization of Our Field Force Reporting. We are pleased that we found a right company to impliment Our Sales & Distribution & Sales Force Automation Software at a single Plateform.EssentialSoft Team is flexible & did all the efforts tomeet our requirements.

WinTropics India

Essential Online Reporting Software has provided a professional, prompt, and value-for-money service in fulfilling my Sales Analysis Reports for my organization. I couldnt have asked for a better result and timely completion of my request.

Unistar Biotech Ltd

One of the good things about EssentialSoft is its extensive knowledge in Pharmaseutical Sector . We dont need to explain the things them in detail. There Team Members are Experienced & understand the things quickly. We are using their services from April 2008, We were 4th Cmpany for them for SFA , So They did make lots of customization as per our need in the begining without any prob. After that , We also refred them to other Pharma Company also .

InterPharma Biotech Pvt Ltd