ERP Case Study: Boosting Sales & Tracking for a Fast-growing Indian Pharma Firm

Company Overview

An emerging leader in the pharmaceutical industry launched a cutting-edge web portal and mobile app to optimize sales, drive user engagement, and streamline processes.

Project Goals

Following is the list of objectives or goals which the company wanted to achieve:

Goals Description
User Management Enhancement Hierarchical user management, roles, geofencing, and real-time tracking.
Sales Operations Improvement Streamline order placement, lead management, customer visit verification, and sales reporting.
Administrative Efficiency Manage expenses, product inventory, leave, and scheduling reports.
Features Implemented
Features Description
User Enrollment and Management Hierarchy creation, geofencing, territory setup, and role management.
Real-time Location Tracking Track user locations, verify customer visits, and monitor routes.
Expense Management Define travel allowances and process expense claims.
Product and Inventory Management Manage products, categories, and inventory.
Implementation Process
Steps What Was Done
Requirement Gathering and Analysis Conduct workshops with stakeholders.
Design and Development Created user-friendly interfaces and developed backend systems.
Integration of Real-Time Tracking Integrate GPS tracking for user locations.
Testing and Quality Assurance Perform extensive testing and user acceptance testing (UAT).
Results
Areas Improvements
Improved Efficiency 40% reduction in manual processes through automation of administrative tasks.
Enhanced User Experience 30% increase in user satisfaction with seamless and intuitive interfaces.
Better Sales Management 50% improvement in real-time tracking of sales activities. And a 25% increase in the speed of order processing.
Accurate Reporting 35% enhancement in decision-making with timely reports.
Conclusion

The integration of a mobile app and web portal has greatly boosted company’s efficiency, improved user interaction, and promoted accountability.

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