Pharma sales visits, plans and results
in one CRM

From mobile visit management to ERP sales lookups and sales analysis, built on Dynamics CRM

Customer
Industry: Pharmaceuticals
Products: Dynamics CRM · Azure Functions
Period: Built before 2020 · ongoing support

The challenge

Yungjin Pharm makes and sells pharmaceuticals. Its sales centre on reps visiting their accounts, so visit plans, activities and the sales results held in ERP needed to be seen together.

What we did

Qualisoft built mobile visit management, where reps log visits on their phones, and monthly planning in Dynamics CRM. ERP sales results can be looked up by account in the CRM, alongside sales analysis and reports.

Scope

Mobile visit management and monthly plans
ERP sales lookup
BI reports and sales analysis
Sales force effectiveness (SFE)

What changed

Reps record their visits on the spot, and team leaders check results by account in the CRM. Qualisoft continues to support the system in operation.