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Give your customers access to your product catalogue so that they can conveniently self-order at any time using their mobile device. With the Essential customer app you can easily create your own B2B self-service sales channel.

Tour Program / Monthly Activity Plan

  • 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

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

Brand Wise Product Wise or HQ Wise Target Vs Primary / Secondary / Tertiary Sale

  • 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.

Enterprise Modules

Find all Vendors at one place!!

  • 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?)

Quick Information Available

Buy, Sale and Advertise Classifieds!!

  • 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.
  • PAttenndance Register.
  • Online Examination , Quiz , Survey .
  • RCPA (Retail Chemist Prescription Audit) Reports. cription Audit) Reports.
  • Monthly Business Details/ Dr Services / CRM etc.

Customer Management

On the basis of Customers Data & Daily Activity Data with customers,We can generate following Report:!!

  • Customer Coverage Report
  • Territory Coverage Report
  • Customer Category , Speciality , Qualification , Type wise Coverage Report
  • Customers Visit & Order Analysis
  • Customer Not Visited in last 6 Month or in a specific Period
  • Potential Customers Data
  • Upcoming Customers Birthday & Anniversiry & SMS it to themn
  • Monthly Visit , Miss Call, Excess Call & Other Detais

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:!!

  • Targated: 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

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