GPs´ and health facilities represent most of the customers. The database contains their complete list with an option to link them to a certain sales agent (SA) whose task is to maintain business contacts with these customers.
Contents of the list are information on visits, phone contacts, scheduling, recording and feed-back evaluation. Each SA records notes from a meeting with a customer into the app. Thus is ensured a basic overview of meetings, including place, date and time of a meeting and information about effectiveness of the meeting.
There is an outcome from all the data, such as statistical reports of performed services including their graphical display, and managerial information on efficiency of a SA.
The app can be run off-line, i.e. without connection to a main database server. Such functionality is based on data replication for each SA and subsequent data synchronization when a connection to the main database server is done.
The main database app can be connected to other supported systems such as Yoda and Selma which provide other statistical data.
Customer records – customers are hierarchically stored as organizations, work places and clients. Apart from basic data, each of the customer record contains other specific data such as facility ID, number of points generated by a certain facility in last few months and an assigned SA. Also there is a work place ID, field of expertise and number of points for each work place. This enables the app to display and categorize client graphs and warnings on point decreases. The app also enables to sort customers by user-defined groups.
Meeting records – activities of SAs are stored as client meetings. They contain information such as date and time of the meeting, venue, contacting method, state of the meeting and meeting minutes. Acquisition meetings are automatically highlighted and reported.
Calendar – for a faster and transparent work with the app, a calendar is used in which the meetings can be scheduled and edited. Apart from meetings, it is possible to store a general record with plain text information.
Overview – it contains information about number of meetings in current and last month sorted by specific criteria. Managers can open such information for an individual SA as well as his calendar with meetings.
Statistical data – all data about customers, SAs and their activities are available to managers through data OLAP cube which uses information also from other systems (Yoda, Selma).
Benefits of the system:
- SAs have up-to-date information about a client which is available even without Internet connection
- Customer information is enhanced by medical data
- Managers have access to a structured information about activities of all SAs and all statistical data on customers including accounted points
- Automatic updates ensure a distribution of new versions