About the Client

A mid-sized pharmaceutical company with a national footprint across Pan-India, managing over 120 field sales executives. The company supplies hospitals, chemists, and distributors with a range of critical healthcare and pharmaceutical products. Their sales success depends on territory coverage, timely order booking, and real-time visibility into on-ground activities.

Business Impact

Within just six months of implementing Field Force Connect, the company achieved a 50% improvement in lead-to-order conversions, reduced order processing time by 70%, and increased field team visibility from 30% to over 95%, leading to better sales decisions and enhanced client satisfaction.

The Challenge

The client was grappling with a disconnected and manual sales process, resulting in poor visibility, delayed decisions, and inconsistent client engagement.

Key Challenges

• Manual visit logging by field reps, often incomplete or delayed
• No real-time visibility into territory coverage or customer touchpoints
  
• Order processing delays affecting hospitals and distributors
• Lack of centralized sales performance tracking and lead conversion insights
  

Our Approach

We worked closely with the sales leadership and operations team to assess the current field processes and pain points. Field Force Connect was then deployed with a tailor-made configuration for pharmaceutical field force automation, ensuring rapid adoption and measurable outcomes.

Why FieldForceConnect?

The company selected Field Force Connect for its:

• Mobile-first CRM architecture designed for field operations
• Geo-fenced automation for check-ins and visit validation
  
• Seamless order capture integrated with client segmentation
• Attendance, leave, and sales performance dashboards in a unified interface
• Proven capability to handle territory-level insights and data centralization
  

Key Initiatives

• Digitizing and automating visit scheduling and customer check-ins
• Enabling on-the-spot mobile order booking with minimal manual input
• Real-time GPS tracking of rep movement and attendance
• Setting up performance dashboards for regional managers
  
• Rolling out auto-reminders to reduce missed follow-ups
  
  

The Solution

Features Delivered

• Live GPS Tracking for Reps
• Mobile Order Booking with Stock & Client Integration
  
• Geo-Fenced Visit Check-ins
  
• Attendance & Leave Tracking via App
  
• Centralized Sales Dashboards
• Performance Alerts & Activity Reports
  

The Results

Client Testimonial

Conclusion

With Field Force Connect CRM, the client transformed its sales operations from reactive to real-time, achieving better visibility, faster decision-making, and tighter field accountability. The mobile-first platform empowered reps and managers alike, accelerating sales while improving client relationships across India.