Solutions
Sales Force Management

One solution - unlimited potential

    This large pharmaceutical group uses the CRM module of Process Studio to organize and lead its sales force spread over several sites and automate the processing of customer orders.

    The Challenge

    In 2002, the industrial group decided to federate and optimize its sales force which is scattered over several locations. Beyond the distance, the problems encountered by management was:

    • Few visibility on customers records and operations on each site
    • Lack of strategic information on best customers
    • Difficulty for everyone to have the latest information on products
    • Lack of coordination between teams.

    The Solution
    In 2002, this group made the choice of Process Studio CRM module, which meets all the functional needs and offers the opportunity to address other needs such as collaborative procurement management, reimbursement of expenses or leave requests.

    The Implementation
    Today, the solution manages in centralized and secure database, all customers, prospects, business records and keeps a complete history of exchanges with customers.
    The main benefits experienced by the customer are:
    • Improved coordination between teams: each according to its prerogatives and rights of access may have access to relevant information on customers, the history of business.
    • Quick and online access to relevant business indicators (pipeline, leads sorted by customer, status, signature step, etc.) This greatly facilitates communication and tracking of sales funnel.
    • Business intelligence: the historical information (achieved turnover, potential business, etc.), helps management and sales team to take care of high potential customers
    • Knowledge Base: all marketing materials are maintained on a single repository. This enables everyone to have access to the latest versions and avoid provide the client with outdated information.
    • Project Management: customer orders are scanned and attached to the sales record which will go through a validation workflow (management approval -> project planning -> delivery -> invoicing).
    • Better direct marketing thanks to the online and multi-channel communication facilities.
Key features


    Benefits
    • Improved Sales Management
    • Internal Efficiency
    • Better customer support

    Key features
    • Central customer follow-up repository
    • Dynamic workflow supporting business roles and rules
    • 100% web enabled application