MR Reporting software to manage your field force & increase productivity

Empower your customers with seamless access to your product catalog, enabling them to place orders conveniently anytime, anywhere using their mobile devices. The Essential customer app allows you to effortlessly establish your B2B self-service sales channel for a personalized and efficient ordering experience.

Essential SFA

MR Reporting Software that enables you to have unrestricted connectivity with your field force.

The EssentialSFA is a comprehensive Sales Force Automation & Effectiveness Software (MR Reporting Software) specially designed to automate the execution, management and monitoring of sales and marketing activities of Pharma industry and power the field sales with meaningful insights that allows to make more calls, sell more products, and record what’s happening in the field at a flick of a switch.

Tour Program / Monthly Activity Plan

  • Create Your Month Plan
  • Submit your plan for approval.
  • The senior manager will get alerts about TP approval.
  • The senior manager can update and approve the plan.
  • The senior manager can view the TP of all team members on a single sheet.
  • The tour programme reflects on the DashBoard calendar.
  • Everyone does work as per the Tour Programme.
  • Tour Programme Deviation Reports

Daily Call Report

It is the whole-day activity done by the sales representative or manager. There is a specific format in which SR selects the following:

  • Find a tour programme as per the selected date.
  • Select Day Activity as per Actual Working (Working Day/Meeting/Transit/Training/Interview/Bandh/Other).
  • Select Visited Place and 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 and Fare Calculation (If Enabled)
  • Other Expenses Details and Whole-Day Remark to the Company.
  • Multiple reports can be generated from the above data, like the Customer Coverage Report, Customer Activity Report, Call Avg., Self and Joint Working Details, Daily Expense, Sample Gift Distributed by the Employee, Product Wise Retailer Wise Daily POB, Attendance, etc.
  • It is the whole-day activity done by the sales representative or manager. There is a specific format in which SR selects the following.

Expense Management

Expense Management in a Nutshell

  • Expense Process can be configured manually or fully automatically
  • For Automatic Expense, Create Route & Define Allowences
  • TA and DA are calculated from the Daily Call Report as per configuration
  • Other monthly expenses, like courier charges and phone charges, can be added at the time of monthly expense generation.
  • Employees can claim their expenses after completing the DCR entry.
  • Submit the Monthly Expense for approval along with attachments
  • With their remarks, the senior manager can approve and update the daily allowances.
  • Finally, expenses can be passed at the end of the fiscal year.
  • Employees can view their claimed, approved, and passed expense statements on a single sheet.

Target Vs Sales

Efficient Target Analysis: Explore Brand-wise, Product-wise, or HQ-wise Targets versus Primary, Secondary, and Tertiary Sales.

  • Target : Target can be set as HQ Wise Month Wise, Brand Wise HQ Wise Month Wise, or Product Wise HQ Wise Month Wise.
  • Primary Sales: It can be captured from your ERP software in a specific format or from our SCM/ERP software directly
  • Secondary Sales :It can be captured from your ERP software in a specific format or from our SCM/ERP software directly. The primary, secondary, or tertiary sale of a pharmaceutical marketing industry is the sale done by stockists to retailers. This is the actual sale of a marketing industry. Sales Representatives have to select a month for which they want to add primary, secondary, or tertiary sales and have to enter opening, closing, and receipt of product wise. Then it will automatically calculate sales. The second time, SR will find Opening by default and just have to enter Receipt, Return, and Closing only.

Sample/ Gift Inventory

Samples and Gifts Management: Take Control of Your Distribution Process!

  • Essential-SFA can issue and track gifts and samples for the Field Force and their further distribution to doctors and pharmacists. Companies can determine the available balance of gifts and samples left with MRs. Companies can also track the distribution of sample and gift products to doctors and pharmacists over a specific time period.

Enterprise Modules

Discover All Vendors in One Convenient Location!

  • Online Training for the Medical Representative (Building Skills)
  • Training Scheduling. (Saving training costs 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, and Expense Calculation (Intelligent Route Definition)
  • Auto Reminders, B-Day/Marriage Anniversary SMS to Doctors. (SMS Integration)
  • SMS Product Feedback from Chemists / Doctors (SMS Integration
  • SMS to Doctors/Field Staff regarding New Launch/Other Information. (SMS Integration)
  • Inventory Control for Sample / Gift Products. (Know the inventory of samples and gifts with medical reps.)
  • Stockist Connect. (Order Entry, Invoice Download, Outstanding, Mail Box & Customised 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 records updated?)

Quick Information Available

Classifieds Hub for Buying, Selling, and Advertising

  • Tour Programme/Daily Call Port/Expense/Target Vs. Sales.
  • TP/DCR Summary/Deviation DCR Summary/Deviation.
  • How many doctors and chemists missed exceed
  • Gift/Sample given/detailed to the Doctors/Chemist.
  • Product Wise POB from doctors or pharmacists
  • Product Wise Target Vs. POB Vs. Sales.
  • What activities were done on the day?
  • Call AVG, Productive Calls, Missed Call, Excess Call..
  • Pending Sample Gifts with Medical Representatives
  • All reports are available through the employee hierarchy.
  • Joint working, self-working detail
  • Who is working today?
  • Leave management report.
  • PAttenndance Register.
  • Online Examination, Quiz, and Survey.
  • RCPA (Retail Chemist Prescription Audit) Reports. cription Audit) Reports.
  • Monthly Business Details/Dr. Services/CRM etc.

Customer Management

Leveraging Customer Data and Daily Activity Logs, We Generate the Following Reports:

  • Customer Coverage Report
  • Territory Coverage Report
  • Customer Category, Speciality, Qualification, Type-Wide Coverage Report
  • Customers Visit & Order Analysis
  • Customer Not Visited in the Last 6 Months or in a Specific Period
  • Potential Customer Data
  • Upcoming Customers Birthday & Anniversary & SMS it to themn
  • Monthly Visit, Miss Call, Excess Call, and Other Detais

Internal Messaging System

Enhance Communication with Our Internal Messaging System Tailored for Field Staff. Customize Our Internal Email System to Align with Your Company's Strategies. Reap the Benefits:

  • Targated: allows you to target specific recipient groups and reach a defined, hierarchical employee only.
  • Speed: messages are delivered straight to the recipients' inboxes, instantly, as used by a single database 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, cannot be set as Read Mails without clicking the subject; Mail Group can be set as Area Wise or Designation Wise.

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