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CrisSmart SFA/CRM solution - Helps pharmaceutical companies increase sales efficiency, results and forecasting.

CrisSmart SFA/CRM is an online comprehensive Sales Force Automation application that improves your sales results, productivity and forecasting.

CrisSmart is specifically designed for pharmaceutical companies to enable linking of their sales field personnel with the corporate offices. It provides valuable information on

  • Daily visit reports to doctors/chemists/stockists

  • Monthly visit schedules

  • Inventory of sales promotional materials and gift items

  • Expenses details

  • Sales targets and achievements

  • Market trends and analysis

CrisSmart SFA/CRM provides live access via website and helps in bridging the gap between the headquarters and the field sales force, all information entered reaches the corporate office through the Internet instantly.

CrisSmart has user-friendly interface, an intelligent system which accepts minimum inputs from sales representatives, as most of the entries appear by default and can be selected on the click of a mouse while furnishing details of doctor visit, promotional materials/gifts distributed, submission of plans and schedules of daily activities.

The aim behind developing CrisSmart SFA/CRM is to substantially reduce paper work and save communication time. In manual procedure, sales force has to fill up forms repeatedly on day-to-day basis about their routine activities and send them to corporate office, which is a daunting task. At corporate office usually companies are dependent on third party package to re-enter information received via mail to convert the same in an electronic form in order to perform analysis and reporting on sales data.

It also encompasses content management system for sales force that keeps them updated with the latest technical details and corporate office information.

Features include …

  • Sales representatives can submit reports on daily, weekly or monthly basis for their subsequent review by peer. The daily activities can be categorized as fieldwork, meeting, leave, transit or others for the purpose of analysis.

  • System allows you to maintain the detailed call coverage reports of doctors, chemist and stockists.

  • There is a facility to define different kinds of changes and expenses. The expenses incurred on day-to-day basis can be recorded on-line as a statement. Separate provision is there to approve expenses for their reimbursement.

  • System provides you the facility to maintain stocks of promotional materials and gift items which are given to the doctors and others. These consumptions can be recorded on daily basis and stock positions can be kept updated. Sales persons can on-line submit the request for promotional materials and gift items forthwith.

  • Standard fare tables can be maintained for different places for various modes of travel including bus, rail and air for field working at Head Quarters, Ex. Head Quarters and Outstation.

  • Monthly stocks lying with stockists and retailers can be submitted with sales statements.

  • Tour program and schedules for following month can be entered in a comprehensive manner; the concerned manager can approve the same and mark changes if required.

  • Provision is there to enter on-line feed back forms regarding new product introductions, market trends, competitor’s information and any other information that helps corporate office in drawing new policies and strategies for the company.

  • Various types of masters can be maintained. This information can be very useful for the company such as: doctors (consultants/specialists), hospitals, institutions, clinics, stokists, chemists, zones, regions, areas, places, holidays, special occasions, gifts and promotional materials, fare charts.

  • Monthly target can be entered along with achievements in terms of quantities and values.

  • Product list with prices of various pack sizes can be maintained section wise.

Additional features  …

  • Internal Messaging System-Mail system for the CrisSmart users to exchange messages among themselves.

  • Alerts/Reminders-Upon log on, pending tasks are automatically flashed and directed to concerned users by issuing alerts and reminders in the logon screen window.

  • Email System-CrisSmart has online emailing facility that enables users to email reports produced by the system amongst themselves in a closed user group or external users, for this purpose it avails the services of existing mail server.

  • Data Backup and restore

  • Export Reports-Every report produced by the system can be exported online in various industry standard formats such as Excel, PDF, HTML, RTF, TEXT etc. to meet information exchange requirements of users working with different software systems.

  • Search Tool-A comprehensive search tool is provided for search based on different fields such as Doctors (consultants/specialists), Hospitals, Institutions, Clinics, Stokists, Chemists, Zones, Regions, Areas, Places, Holidays, Special Occasions, Gifts and Promotional Materials, Fare charts.

  • Users Administration-Users profiles can be maintained with roles for restricted access controls.