data3 s eluzzion crm 2010 gc 001
TRANSCRIPT
eluzzion CRM for SF Excellence
Win Client
Web Client
Mobile Client
Web reports
Admin tools
What’s inside?
Log in from anywhere to check updated reports on the web
Carry your part of the database with you wherever you go and synchronize changes
Use the web to enter and extract all the information you need from the central database
Carry all the essential information you need in the palm of your hand
Allows your CRM manager to configure the system according your ad hoc needs
Data System Solutions s.r.o.www.Data3s.com
Client Case Study:
Home Page Planner
Pers. & Inst.
Search
Profile Cards
Target Group
Segmentor
Expense Diary
Contracts
Sales Data
Territory Mgt.
Warehouse (Rep’s
Inventory)
Transfer Orders
Driver’s Log
Org. Structur
e
HR Tools
Web Reports
Admin Tools
PDA
eLearning
Logistics
Quick Overview:
Administration Tools
• Define your part of the database & what specific data you want “see”
• Create new users
• Create & amend reports
• Create & change campaign templates.
• Keep individuals and teams (organizational/geographical) updated
• Update both org. & cost-centre structures
H
• Define your part of the database & what specific data you want “see”
• Create new users
• Create & amend reports
• Create & change campaign templates.
• Keep individuals and teams (organizational/geographical) updated
• Update both org. & cost-centre structures
Home Page Planner
Pers. & Inst.
Search
Profile Cards
Target Group
Segmentor
Expense Diary
Contracts
Sales Data
Territory Mgt.
Warehouse (Rep’s
Inventory)
Transfer Orders
Driver’s Log
Org. Structur
e
HR Tools
Web Reports
Admin Tools
PDA
eLearning
Logistics
Quick Overview:
Web Reports
Basic Characterisation: Fully configurable dynamic reports with a practically unlimited scope of reported detail, easily accessible through the web (on line).
Features• Can be exported in any major format
• Features a filter function
• Dynamic reports
• Reporting services
• Alarm function
Benefits• The exports can later be used &
processed• Standard reports can be fine-tuned ad
hoc• The information is updated continuously• The system can send the user an e-mail
with:– attachment– alert– link
• Timely warnings in case of underperformance
Web ReportsOnline Dashboards – Home Page
Web ReportsOnline Dashboards – Connection Days (overview)
Web ReportsOnline Dashboards – Connection Days (overview)
Web Reports closed & scheduled days
Web ReportsOnline Dashboards
Web ReportsOnline Dashboards – Drill-down: activity overview
Web ReportsOnline Dashboards – Drill-down: activity plan vs. reality
Web Reports – corp. overviewH
Home Page Planner
Pers. & Inst.
Search
Profile Cards
Target Group
Segmentor
Expense Diary
Contracts
Sales Data
Territory Mgt.
Warehouse (Rep’s
Inventory)
Transfer Orders
Driver’s Log
Org. Structur
e
HR Tools
Web Reports
Admin Tools
PDA
eLearning
Logistics
Quick Overview:
Basic Characterisation: An entry gate to the system (a portal) presenting all relevant CRM & SFE information from both eluzzion and other systems
Features• Fully customisable
• Customisable through Admin tools
• Possesses multiple web functions
• Contains links to individual modules
• Collects news from other information systems
• Shows planned activities
• Presents notification & warnings
Benefits• Unique company view & contents• Can be customised by local CRM
Managers• Presents multi-system information• Enables quick & easy access to all
relevant information• Provides quick-view orientation• Helps maintain deadlines and fulfill tasks
Home Page
Home Page
Home Page
Home Page
Home Page
Home Page
Home PageH
Home Page Planner
Pers. & Inst.
Search
Profile Cards
Target Group
Segmentor
Expense Diary
Contracts
Sales Data
Territory Mgt.
Warehouse (Rep’s
Inventory)
Transfer Orders
Driver’s Log
Org. Structur
e
HR Tools
Web Reports
Admin Tools
PDA
eLearning
Logistics
Quick Overview:
Planner
Basic Characterisation: An essential tool for effective activity planning equipped with warning system for timely reporting.
Features• Drag and drop functionality
• Preset, customizable list of activities
• Features a wizard to assist planning
• Allows single- and multi-day planning
• Allows multiple target planning with a redundancy alarm function
• Enables direct access to client info
Benefits• Smooth & easy appointment scheduling• Lets users plan all possible activities
(universal scheduling tool) • Guides users, ensuring timely & proper
completion of plans & reports • Ensures consistency of data entered into
the system• Supports effective planning by allowing
users to quick check the relevance of each planned target
Planner – month view
Planner – list view
Planner – activity planH
Home Page Planner
Pers. & Inst.
Search
Profile Cards
Target Group
Segmentor
Expense Diary
Contracts
Sales Data
Territory Mgt.
Warehouse (Rep’s
Inventory)
Transfer Orders
Driver’s Log
Org. Structur
e
HR Tools
Web Reports
Admin Tools
PDA
eLearning
Logistics
Quick Overview:
Person & Institution Search
Basic Characterisation: a dynamic, multi-criteria full-text search module with analytical functionalities and direct access to the Planner
Features• Multiple search & sort criteria
• Full text search
• Information columns in the search display can be customised / configured
• Offers direct access to the Planner
Benefits• Users can comb an entire database for
key expressions• Allows immediate scheduling of search
results• Shows only relevant, required
information for fast and focused utilisation of search results
Person & Inst. Search
Person & Inst. Search
Person & Inst. Search
Person & Inst. Search
Person & Inst. Search
Person & Inst. Search
Person & Inst. SearchH
Home Page Planner
Pers. & Inst.
Search
Profile Cards
Target Group
Segmentor
Expense Diary
Contracts
Sales Data
Territory Mgt.
Warehouse (Rep’s
Inventory)
Transfer Orders
Driver’s Log
Org. Structur
e
HR Tools
Web Reports
Admin Tools
PDA
eLearning
Logistics
Quick Overview:
Basic Characterisation: A “business card” presenting all relevant information about persons and institutions.
Features• Contains complete profile data• Shows complete interaction history• Shows planning status of each entry
Benefits• Provides a complex view of the client• Allows users to (re)schedule an
appointment directly
Profile Cards (Person & Institution Details)
Profile Cards
Profile Cards
Profile Cards
Profile CardsH
Update Requests
U. Requests – my updatesH
Home Page Planner
Pers. & Inst.
Search
Profile Cards
Target Group
Segmentor
Expense Diary
Contracts
Sales Data
Territory Mgt.
Warehouse (Rep’s
Inventory)
Transfer Orders
Driver’s Log
Org. Structur
e
HR Tools
Web Reports
Admin Tools
PDA
eLearning
Logistics
Quick Overview:
Target Group
Basic Characterisation: Allows users to set-up various target groups, prioritize them, assign automatic alerts and schedule activities.
Features• Target group setting
• Multiple target edit functionality
• Automatic alert function
Benefits• Prevents target customers from being
left unvisited• Allows fast and simple (pre)setting of
target groups• Makes sure that the target client is
visited at the optimum (set) frequency
Target Group
Target Group
Target Group - reportH
Home Page Planner
Pers. & Inst.
Search
Profile Cards
Target Group
Segmentor
Expense Diary
Contracts
Sales Data
Territory Mgt.
Warehouse (Rep’s
Inventory)
Transfer Orders
Driver’s Log
Org. Structur
e
HR Tools
Web Reports
Admin Tools
PDA
eLearning
Logistics
Quick Overview:
Basic Characterisation: A special module which lets users segment targets based on classification criteria established by HQ.
Features• Based on comprehensive profile data• Corresponds to company classification
system• Requires users to follow methods
established by HQ
Benefits• Saves time by enabling users to prioritize
and select the best targets
• Optimizes campaign efficiency across SF
• Quick and easy view of individual doctors' value
Segmentor
Segmentor
SegmentorH
Home Page Planner
Pers. & Inst.
Search
Profile Cards
Target Group
Segmentor
Expense Diary
Contracts
Sales Data
Territory Mgt.
Warehouse (Rep’s
Inventory)
Transfer Orders
Driver’s Log
Org. Structur
e
HR Tools
Web Reports
Admin Tools
PDA
eLearning
Logistics
Quick Overview:
Expense Diary
Basic Characterisation: A tool for keeping track of all Sales Force activity-related expenses. One of two major features (together with the “Contracts” module) promoting eluzzion from simple ETMS to real SFE solution.
Features• Comprehensive solution for expense
reporting
• Integrated with other company information systems (R/3)
• Real time expense tracking
• Checks costs against sales data
• Shows cumulative cost data
• Flexible structure of financial data
Benefits• Removes the need for an additional expense
reporting system• Offers easy & timely expense management• Enables activity effectiveness analysis• Allows calculation of “cost of sales”• Allows real-time control of budget spending• Easy to aggregate for individual reporting of
multi-criteria analyses (e.g. per person, per product, per org. or geo. Unit, etc.)
Expense Diary
Expense Diary
Expense Diary – summary
Expense Diary – summaryH
Home Page Planner
Pers. & Inst.
Search
Profile Cards
Target Group
Segmentor
Expense Diary
Contracts
Sales Data
Territory Mgt.
Warehouse (Rep’s
Inventory)
Transfer Orders
Driver’s Log
Org. Structur
e
HR Tools
Web Reports
Admin Tools
PDA
eLearning
Logistics
Quick Overview:
Contracts
Basic Characterisation: A module allowing users to select, fill-in, manage, export or print all necessary contracts with company partners. Reduces time required to process any contract-related administration.
Features
• Pre-defined contract templates
• Module guide
• Integrated with other work-flow managing systems (R/3)
• Maintains historical data
Benefits• Easy to select & use
• Minimum risk of error
• Easy to process real-time information from each work-flow process phase
• A complex picture of the rep/client cost/profit history
Contracts
Contracts
Contracts – detailH
Home Page Planner
Pers. & Inst.
Search
Profile Cards
Target Group
Segmentor
Expense Diary
Contracts
Sales Data
Territory Mgt.
Warehouse (Rep’s
Inventory)
Transfer Orders
Driver’s Log
Org. Structur
e
HR Tools
Web Reports
Admin Tools
PDA
eLearning
Logistics
Quick Overview:
Sales Data
Basic Characterisation: A tool for searching, structuring & presenting sales data (via various charts & tables) regardless of their origin (internal, external) or form.
Features
• Detailed sales data with multi-criteria comparison (by product, region, period, etc.)
• Geographic representation of historical data
• Dynamic 3D modeling and export functionalities
Benefits
• Enables sales personnel to focus on the right sales points
• Allows quick & easy evaluation of the previous sales strategy & tactics
Sales Data
Sales Data
Sales Data
Sales Data
Sales Data – print preview
Sales Data - mapH
Home Page Planner
Pers. & Inst.
Search
Profile Cards
Target Group
Segmentor
Expense Diary
Contracts
Sales Data
Territory Mgt.
Warehouse (Rep’s
Inventory)
Transfer Orders
Driver’s Log
Org. Structur
e
HR Tools
Web Reports
Admin Tools
PDA
eLearning
Logistics
Quick Overview:
Territory Management
Basic Characterisation: an essential tool for orchestrating any large sales force according to clients’ status and other key metrics.
Features• Multiple search & sort criteria• Sales, costs, & profits• Sales target vs. sales reality
Benefits• Enables versatile clients prioritization• Shows client’s value & profitability• Follows the trend to target achievement
Territory Management
Territory ManagementH
Home Page Planner
Pers. & Inst.
Search
Profile Cards
Target Group
Segmentor
Expense Diary
Contracts
Sales Data
Territory Mgt.
Warehouse (Rep’s
Inventory)
Transfer Orders
Driver’s Log
Org. Structur
e
HR Tools
Web Reports
Admin Tools
PDA
eLearning
Logistics
Quick Overview:
Warehouse (Rep’s Inventory)
Basic Characterisation: A tool for tracking all promotional materials (samples, gifts, etc.) connected to each user’s stock.
Features• Allows users to track all items used for
promotional purposes• Keeps a complete record of each users
transaction history• Users can make ad hoc order requests
for additional promotional materials for customers
Benefits• Allows users to assess the effectiveness
of promotional materials• Enables global and drill-down view of
financial data from promotional materials distributed by users
• Adds profitability criteria to profile data
Warehouse
Warehouse
Warehouse
Warehouse
WarehouseH
Home Page Planner
Pers. & Inst.
Search
Profile Cards
Target Group
Segmentor
Expense Diary
Contracts
Sales Data
Territory Mgt.
Warehouse (Rep’s
Inventory)
Transfer Orders
Driver’s Log
Org. Structur
e
HR Tools
Web Reports
Admin Tools
PDA
eLearning
Logistics
Quick Overview:
Transfer Orders
Basic Characterisation: enables and facilitates the supply of company products to pharmacies in order to complete the supply function of distributors
Features• Direct connection to call reports
• Direct connection to warehouse
• Easy reporting for supervisors
Benefits• Fast and easy ordering
• Fast and easy product sales
• Convenient performance tracking
• Single-system (unified) tracking
Transfer Orders
Transfer Orders
Transfer Orders
Transfer Orders – detailsH
Home Page Planner
Pers. & Inst.
Search
Profile Cards
Target Group
Segmentor
Expense Diary
Contracts
Sales Data
Territory Mgt.
Warehouse (Rep’s
Inventory)
Transfer Orders
Driver’s Log
Org. Structur
e
HR Tools
Web Reports
Admin Tools
PDA
eLearning
Logistics
Quick Overview:
Driver’s Log
Basic Characterisation: an essential tool for managing company cars and drivers
Features• Convenient reporting and
tracking of all car-related expenses (petrol, cleaning, maintenance, etc.)
• Mileage report and evidence breakdown
Benefits
• Easy reporting
• Quick overview of employee routes
• Supports an unlimited number of drivers and cars
• List of drivers and cars can be predefined
Driver’s Log
Driver’s Log - exportH
Home Page Planner
Pers. & Inst.
Search
Profile Cards
Target Group
Segmentor
Expense Diary
Contracts
Sales Data
Territory Mgt.
Warehouse (Rep’s
Inventory)
Transfer Orders
Driver’s Log
Org. Structur
e
HR Tools
Web Reports
Admin Tools
PDA
eLearning
Logistics
Quick Overview:
Basic Characterisation: A simple yet sophisticated tool for searching the identities of colleagues, their territories, clients and more.
Features• Organization system of the company
• Includes a digital “business card” for the user:o personal & contact information
displayed in “read-only” format
• Intuitively structured
• Cross-referenced with client data
Benefits• Helps users find colleague contact
information
• Allows users to identify (and contact) reps responsible for specific clients (persons or institutions) and vice versa
• Lets users quickly & easily get info on colleagues, clients & business data
• Promotes easy orientation & effective communication
• Ensures information quality & safety
Organizational Structure& User’s Card
Organizational StructureH
Home Page Planner
Pers. & Inst.
Search
Profile Cards
Target Group
Segmentor
Expense Diary
Contracts
Sales Data
Territory Mgt.
Warehouse (Rep’s
Inventory)
Transfer Orders
Driver’s Log
Org. Structur
e
HR Tools
Web Reports
Admin Tools
PDA
eLearning
Logistics
Quick Overview:
Basic Characterisation: A new CRM tool for HR managers featuring advanced capabilities for recording and tracking human and material assets
Features• Connects CRM to the organization
system of the company from a Human Resources (HR) perspective
• Direct insight into historical changes
• Manage rights at various levels of management
• Advanced reporting capabilities
Benefits• Allows HR managers to track all employees
and assigned company property
• Gives HR managers a “long view” of each employee with an additional basis for cost measurement
• Superior transmission of structured information
• Online reports can be scaled to cover a range of personnel, from individual users to sales groups, business units or the entire company.
HR Tools
HR Tools - overview
HR Tools – detail view
HR Tools – detail viewH
Home Page Planner
Pers. & Inst.
Search
Profile Cards
Target Group
Segmentor
Expense Diary
Contracts
Sales Data
Territory Mgt.
Warehouse (Rep’s
Inventory)
Transfer Orders
Driver’s Log
Org. Structur
e
HR Tools
Web Reports
Admin Tools
PDA
eLearning
Logistics
Quick Overview:
Basic Characterisation: High-quality solution for PDAs & smart phones that allows users to search, plan, and report on client-related activities while “on the road”.
Features• Customer database on a mobile device
• Synchronisation via “thick” client
• Built-in reporting templates
Benefits• Increases a rep’s flexibility in the field
• Ensures the safety & security of data
• Saves time & improves the accuracy of data
eluzzion Mobile (PDA)
eluzzion Mobile (PDA)H
Home Page Planner
Pers. & Inst.
Search
Profile Cards
Target Group
Segmentor
Expense Diary
Contracts
Sales Data
Territory Mgt.
Warehouse (Rep’s
Inventory)
Transfer Orders
Driver’s Log
Org. Structur
e
HR Tools
Web Reports
Admin Tools
PDA
eLearning
Logistics
Quick Overview:
Basic Characterisation: A built-in module for advancing the professional growth of system users via studying, testing, and reporting functionalities.
Features• Designed for remote training & testing
of key employee groups
• Built-in solution that can be integrated with CRM / ETMS systems
• Results are integrated into users’ data
Benefits• Makes training & educational activities
simple, fast, and flexible
• Enables comparison of activities & sales against results from training & education
• Allows management to evaluate “total performance”
e-Learning
e-Learning
Select your test from the list and press “play” to begin...
e-Learning
Multiple choice questions are graded by the system.
Open-text answers are sent to the teacher.
e-Learning
e-Learning allows youto test visual as well aswritten information ...
e-Learning
Click the score card next to your completed test to see your results.
H
Home Page Planner
Pers. & Inst.
Search
Profile Cards
Target Group
Segmentor
Expense Diary
Contracts
Sales Data
Territory Mgt.
Warehouse (Rep’s
Inventory)
Transfer Orders
Driver’s Log
Org. Structur
e
HR Tools
Web Reports
Admin Tools
PDA
eLearning
Logistics
Quick Overview:
Basic Characterisation: A powerful new module enabling one-click access to all warehouse, stock & sales data
Features• Easy access to warehouse, stock
and sales data
• Direct interface to wholesaler systems
• Warehouse comparison
• Current supply status
Benefits• All key company data in a single interface
• Improved management of stock data
• Better forecasting
• Easier generation of orders
Logistics
Sales to Pharmacies
Sales to Distributors
Inventory Supplies
Logistics
What eluzzion Logistics connects:
Logistics
Menu Bar
Warehouse Comparison
Logistics
Pharmacies, Distributors, Warehouse, Stocks
Week
Tota
l Sal
es [
unit
s]
Total Sales in 2008
Logistics
Inventory by Distributor
Week
Inve
ntor
y / S
ales
[w
eekl
y]
Logistics
Sales Seasonality
LogisticsH
Synchronization
SynchronizationH
Analysis
Design
Integration
Database
Campaigns
Reports
Training
Kick off
Support
Maintenance
Service
How will eluzzion be implemented?
About Data3sData3s is a pharmaceutical CRM company dedicated to the development of high-quality solutions powered by Microsoft technologies.
Our core business is eluzzion CRM, a fully-integrated CRM/BI solution which offers the advantages of a clear, user-friendly interface with intuitive controls and easy access to multi-system information on customers, partners and colleagues.
Our clients include leading international life sciences companies who depend on us to make sure their SFE concepts are supported by the best technology in pharma.
To that end, we are ISO 9001 certified and a Microsoft Gold Certified Partner whose services are designed to promote business and operations excellence.
Data3s is an international company headquartered in Prague, Czech Republic, with dedicated support centers available in other countries upon demand.
For more information about Data3s products and services please write to us at [email protected] or call us at +420 241 771 214.
Interested customers may make price enquires directly with a sales representative by writing to [email protected].
For all other information please visit us on the web at www.data3s.com.
Contact Us