Features

Admin Dashboard:

The admin dashboard is the central hub for high-level management within Pharmalink. It allows admins to have full visibility and control over all activities in the system. Admins can monitor all delegates and supervisors across different regions, access performance reports, and ensure that tasks are completed on time. This dashboard provides:

• Global Overview: Admins can see the status of all operations, from individual delegate activities to the overall performance of each region. This helps with maintaining a bird's-eye view of the entire organization.

• Real-Time Monitoring: The system updates in real-time, allowing admins to track live data on delegate movement, task completion, and client interactions.

• AI-Powered Analytics: The CRM incorporates advanced AI to generate insights from data, helping admins make informed decisions. The AI analyzes trends, predicts future outcomes, and highlights key areas for improvement.

Supervisor Dashboard:

Each region managed by Biopharm has its own dedicated supervisor, and Pharmalink provides a specialized dashboard to assist supervisors in managing their respective teams. Supervisors oversee the daily activities of delegates, assign tasks, and handle communications between their delegates and the head office. Key features include:

• Region-Specific Management: Supervisors are responsible for managing delegates within their assigned regions. The dashboard offers tailored views of the region-specific data, such as delegate performance, client interactions, and pending tasks.

• Communication Tools: The system facilitates direct communication between supervisors and delegates, as well as between supervisors and admins. This helps ensure that feedback, updates, and instructions are shared efficiently.

• Task Assignment and Management: Supervisors can create, assign, and manage tasks for delegates. These tasks can be anything from visiting clients to filling out specific data collection forms. Supervisors can track the progress of these tasks in real-time, making it easy to stay on top of team productivity.

• Performance Monitoring: Supervisors have access to real-time tracking of delegates’ movements and activities. This allows them to ensure that delegates are meeting their daily objectives, visiting clients as planned, and fulfilling their assigned responsibilities.

Delegate Management and Real-Time Tracking:

Delegates are Biopharm’s field agents who interact directly with clients (pharmacists) on a daily basis. Pharmalink provides a robust system for managing and tracking delegate activities. Supervisors and admins can see where each delegate is at any given moment, their progress on assigned tasks, and any feedback or reports they’ve submitted.

• Real-Time GPS Tracking: Delegates’ locations are tracked through the system’s GPS integration, allowing supervisors to see where they are and where they have been throughout the day. This ensures accountability and helps with route optimization for field visits.

• Task Updates and Completion: Delegates can update the status of their tasks directly in the system, marking them as complete or providing progress updates. This allows supervisors to stay informed without the need for constant check-ins.

• History and Logs: The system keeps a detailed log of all delegate activities, which is stored and can be accessed later for performance reviews, audits, or to resolve disputes about tasks or client interactions.

Reclamation System:

One of the unique features of Pharmalink is its Reclamation System, which allows delegates to file complaints or requests on behalf of their clients (pharmacists). This feature is crucial for maintaining strong client relationships and addressing issues in a timely manner.

• Client Representation: Delegates can submit reclamations that capture the concerns or requests of pharmacists, acting as intermediaries between the clients and Biopharm. This ensures that the clients’ needs are addressed quickly and professionally.

• Issue Resolution: The reclamation system is integrated with the supervisor and admin dashboards, ensuring that all issues are visible and can be acted upon without delays. It provides a structured process for tracking and resolving client problems.

Ordering System:

Pharmalink includes an Ordering System that allows clients to place orders directly through the CRM. This feature simplifies the purchasing process for pharmacists, reducing the need for manual order handling.

• Direct Client Access: Pharmacists can log into the system to place their orders, ensuring that they have a straightforward way to request products.

• Order Management: Delegates and supervisors can track these orders and ensure that they are processed in a timely manner. This system also allows Biopharm to monitor order trends, inventory levels, and client purchasing habits.

Task Management:

The CRM offers a Task Management System where supervisors can create and assign tasks to delegates. This system helps supervisors stay organized and ensures that delegates know exactly what is expected of them.

• Task Creation: Supervisors can create tasks based on their needs, such as client visits, data collection, or following up on previous orders. Tasks are fully customizable and can include deadlines, specific instructions, and client details.

• Progress Tracking: Delegates update their tasks as they progress, allowing supervisors to see which tasks are completed, pending, or overdue.

• Reporting: Supervisors receive detailed reports on task completion rates and performance, which helps with performance evaluations and identifying areas for improvement.

AI-Powered Analytics:

Pharmalink is equipped with powerful AI Analytics that analyze the performance of delegates, regional sales data, and client interactions. The AI helps Biopharm identify patterns, make predictions, and improve decision-making across the organization.

• Predictive Insights: By analyzing historical data, the AI can forecast future trends, such as which products are likely to be in high demand, or which regions may need additional support.

• Performance Metrics: The AI evaluates delegate performance based on their task completion rates, client feedback, and other key indicators. This allows supervisors and admins to identify top performers or those who may need additional training or support.

Data Collection:

Supervisors can create Data Collection Forms that delegates use when interacting with clients. These forms are used to gather important information directly from the field, such as client feedback, product usage trends, or market data.

• Customizable Forms: Supervisors can design forms tailored to their specific data collection needs. These can include questions about product satisfaction, suggestions for new products, or insights into competitor activity.

• Real-Time Data Entry: Delegates enter the data during client visits, and the information is immediately available to supervisors and admins. This allows Biopharm to react quickly to emerging trends or issues.

• Data Analytics: The data collected is analyzed by the system’s AI, which can identify trends, flag issues, or suggest opportunities for product improvement or new offerings.

Comprehensive Reporting and History:

Pharmalink keeps a detailed log of all activities, from delegate movements to client interactions, task updates, and communications between supervisors and admins. This comprehensive history ensures that every action is recorded and can be accessed later for reporting or auditing purposes. The system provides:

• Delegate and Supervisor Reports: Detailed reports on delegate performance, task completion rates, and regional success metrics are generated automatically by the system. These reports help admins and supervisors assess the overall efficiency of their teams.

• Client Interaction History: Every interaction with clients is logged, providing a full history of orders, reclamations, and feedback.