Assistive Field CRM: The Ultimate Solution for Managing Sales Teams in the Health Diagnostic Service Sector
A leading health diagnostic service company with a presence in multiple countries was looking for a comprehensive Field CRM solution for its corporate sales team. The company had a reputation for providing quality healthcare services and had a vast network of laboratories and diagnostic centers. The sales team was responsible for maintaining existing accounts, developing new business opportunities, and building partnerships with other healthcare providers. The company was looking for a mobility-based CRM solution that would provide visibility of the sales team's activities and automate many of their routine tasks to improve productivity.
Challenges
The company's sales process was unique and required a tailored solution that could handle the complexities of the healthcare industry. The company had a large sales team that was spread across multiple countries and regions. The solution needed to be highly configurable to meet the company's specific requirements. Additionally, the company had a strict timeline for the implementation, and the solution needed to be rolled out in phases to ensure minimal disruption to the sales team's daily activities.
Approach
The implementation team worked closely with the company's senior stakeholders to understand their specific requirements and develop a comprehensive solution that could handle the complexities of the healthcare industry. The following steps were taken to achieve the client's objectives:
- Workflow and Reporting Requirements: Multiple rounds of discussions were held with senior stakeholders to finalize the app workflow and reporting requirements.
- Custom Development: All additional custom developments were identified and categorized into two phases based on priority.
- Implementation: The implementation began with master data validation, upload, and workflow configurations, as well as custom development, to meet the client's timeline.
- User-Friendly App Workflow: A user-friendly mobile app workflow was configured for the sales team to record daily attendance, meeting notes, business discussions, revenue generation, etc.
- Customized Workflows: App workflows were customized based on the category and channel of the accounts.
- Pilot Testing: A two-week pilot was conducted for selected users to gather feedback and fine-tune the app workflow.
- Training: Extensive training was provided to ensure a smooth launch.
- Interactive Dashboard: An interactive dashboard was created to display relevant summarized information, such as daily attendance summary, total visits by channel, daily call summary by sales executive, etc.
- Regular Progress Reports: Regular progress reports on system usage were shared with the client to drive adoption.
Outcome
The successful implementation of the Assistive CRM solution yielded significant results for the company within a few months of going live. The key highlights are as follows:
- Increased Productivity: The sales team's productivity increased significantly due to the automation of routine tasks and the ability to plan their daily activities better.
- Improved Visibility: The company's senior stakeholders had better visibility of the sales team's activities, enabling them to make informed decisions and drive growth.
- Increased Sales: The solution helped the company's sales team to close more deals, leading to increased revenue and growth.
- Customizable: The solution was highly configurable and could be tailored to meet the company's specific requirements.
- User-Friendly: The solution was user-friendly, and the sales team found it easy to use, resulting in high adoption rates.
The implementation of the Assistive a Field CRM solution was a success, and the company was able to achieve its objectives of improving productivity, visibility, and sales. The solution was highly customizable and user-friendly, enabling the sales team to focus on their core activities and close more deals. The company's senior stakeholders had better visibility of the sales team's activities, enabling them to make informed decisions and drive growth. The implementation team's expertise in the healthcare industry and their ability to develop a tailored solution that met the company's specific requirements were critical to the success of the project.
