📄️ Dashboard
Dashboard is the module where you can see various graphics diagrams about various data such as sales/sales plan comparison, planned visits/potential market shares (from data view or predefined) etc. In the main menu, click on the icon Dashboard in order to access the module.
📄️ Frequency Dashboard
For specific countries there is a Frequency Dashboard available on the homescreen containing filters like The RM, Representative, Marketing plan, Year, Quarter and Month.
📄️ KPI
There are some prerequisites to define before we can use the KPI module.
📄️ Universal Dashboards
This is a new module for all the customers that have Marketing Plan by selection and want to have an overview of their business.
📄️ Calendar
Calendar module is specialized for planning and monitoring of all activities. Planning visits, reporting on the visits, tracking an events, supervisions and other activities are very simple to track and take much less time. In addition, the creation of reports in this module greatly facilitates the work of representatives in the field.
📄️ Person
Person module gives you the overview of all the persons in your database. To enter it, press on the Persons icon on the main menu. Here you can add, change or delete persons and add different data. You can see the list of persons in your database.
📄️ Institution
In Institutions module we can search and edit existing institutions or adding new.
📄️ Sales plan - Budgets
The Sales Plan and Budgets module is used to enter sales plans and budget planning by sales representative, district and packaging at annual, quarterly, and monthly levels by district or directly to a person or institution.
📄️ My plan
My plan is a specialized modul for creating your own plans. It is closely related to Marketing plan. Before creating My plan it is necessary to create a marketing plan. That can be added only by Admin. It is explained in next chapter Marketing plan. To access My plan click on icon in menu and modul will open.
📄️ Marketing plan
Marketing plan is accessible by clicking on the Marketing plan tab in the main menu.
📄️ Marketing plan by selection
a. Introduction
📄️ Marketing calendar
To enter Marketing calendar module, you have to click on the Marketing calendar tab (picture below). There is a list of all marketing activities which were entered. Using this module you can add a congress, supervision or the activity of competitors.
📄️ Remote call
Database Administrators and HQ users are given possibility to upload one or more conference call templates which users can later use when sending e-mail invites in iPad Next application.
📄️ Scheduled meeting
Database Administrators and HQ users are given possibility to upload one or more scheduled meeting templates which users can later use when sending e-mail invites.
📄️ Consent agreement
Consent agreement template
📄️ BookVision / Storypad
BookVision Closed Loop Marketing is the native/offline Presenter tool for every medical rep on the field. Click on the BookVision button to enter BookVision module.
📄️ Analysis
To enter the Analysis module, place the pointer of the mouse on Analysis and when the sub-menu opens, you can select one of the analysis possibility in the module.
📄️ Direct mailing
Image
📄️ Individual development
Inside web application new module Individual development is available.
📄️ Extras
Messages
📄️ Workspaces
Workspaces is a brand new module that introduces a way for System administrator, Regional Manager and its assigned Sales Representatives to track easily their tasks for the given timeframe.
📄️ Settings
Password change
📄️ Login with Microsoft Azure account
There is a new login option implemented with Microsoft Azure account.