Ms crm modules pharma version 2 00
-
Upload
cdmkurserdk -
Category
Technology
-
view
832 -
download
0
Transcript of Ms crm modules pharma version 2 00
Agenda
• Brief introduction to CDM
• Presentation of standard Microsoft CRM for Pharma
• Getting started • Standard roadmap• Standard proporsal• Standard data imports
• Next activity
CDM in short
Startet 1986 in Danmark+100 employees
Copenhagen, Oslo and Kiev
CallCenter Solutions PharmaTurnkey Solutions
CallCenter Solutions
CDM Software Microsoft CRM – vertical Pharma
Flexible Microsoft ISV certified solutions
@PureBase (sister company)People in Motion (sister company)
Awards
AAA rating, ISO 9001/MQA certifiedReboot Best application, Best campaign system, Best CRM strategy
The golden @, Runner up i New York Festival World Championship in e-commerce Member of the Microsoft TAP og METRO programs
Microsoft certified for Dynamics and ISV
Pharma - Business pain
• Sales cost are to high• Making the sales organization more
effective, ABC categorization, KOL etc.
• Government regulation in Health Care Professional spending• Ability to make spending transparent
• Change in education approach• Web based
Main reason to choose Microsoft
•Outlook•The first application opened in the morning, last thing closed•One-to-one connection of mail, calendar and tasks with CRM
• Office applications Word, Excell, Powerpoint•Effortless import and export of data•Static and Dynamic worksheets•Save redundant work when mailing or e-mailing contacts with templates
•Intranet•Link portals and CRM - both internal and external (e.g. for events, clinical trials, etc.)•Display KPI’s and other statistics from CRM
CDM Microsoft CRM Software architecture
Pharma Basis Module
Integration Tool
Mobile
Microsoft CRM
Dynamics CRM Metadata CDM Developmentfoundation
Salesforce
ABC
Event
KOL
Telemarketing
Loyalty Program
e-survey Customizations
Pharma Basis
• Pharma duplicate handling (ex. Handling of multiple doctor occupations)
• Pharma brick handling(ex. Revenue allocated on sales districts)
• Pharma resource management(ex. Multidimensional pharma product hierarchy / Territory/teams/products)
• Pharma sales team structure (ex. Product line responsibility with shared contacts)
• Pharma specific reporting(ex. Dashboards, lists etc.)
Pharma Basis
Sales effectiveness: The quality dimension
• Advanced ABC segmentation• potential
(ex. Patients flow #)
• adoption level (ex. # of prescriptions of our product)
• dynamic and fixed loyalty maps (ex. A=top 100, A: top 20 % prescriptions)
• Context driven segmentation (ex. Oncology: A doctor, B in breast cancer, low adoption level vs. C doctor, A in breast cancer, high adoption level)
• Multidimensional easy-to-use graphics (ex. Expandable list through click on charts)
ABC Segmentation
Utilization of sales recourses
• Monitoring KPI on sales performance(ex. # meetings, detailing samples, calls etc.)
• Management of resources(ex. Deviation reporting etc.)
• Strong visualization of KPI indicators (ex. Dashboards for Sales Rep, Manager etc.)
Salesforce Effectiveness
Telemarketing/Detailing – the new communication channel
• Detailing module(ex. Phoners, call script, CTI, coding, batches, sales calendar, sample and material handling etc.)
• Detailing workflow(ex. See diagram)
• Monitoring easy-to- use-graphics(ex. Calls per detailing, per meeting etc.)
Y
Sendmaterial
Bookingcall
Contentcall
Deliver product message
Sende-survey Report
Fill in andsend form
Y
Nosample received
Y
N
N
N
Sample received
Y
N
Sendemail
Checkif GP received sample
Material offer
Sample offer
Email info offer
Action
InformationDecision
Detailing
Manage Your Events through Outlook and Dynamics CRM
• Event templates(ex. Conference, seminar, breakfast meetings etc.)
• Workflow supported(ex. Invitation, response etc.)
• Manage and visualize status(ex. Event participation, lodging, transportation etc.)
Event Management
Sales optimization through focus on high influencers
• Identifying KOLs(ex. Global top 5 oncologist influencers)
• KOL scoring parameters(ex. # publication, references etc.)
• Management and easy-to- use-graphics(ex. Context driven visualized KOL graphics) General Practicionairs
Specialists
KOL
Ex. #
doc
tors
in
fluen
ced
Key Opinion Leader
Functionality – direct update of customer database
• Questionnaire handling(ex. Create questions and possible answers, trigger based functionality, scoring etc.)
• Integration(ex. Segmentation, loyalty program)
• Graphics and management (ex. Multidimensional analysis and graphics)
Ord. mail
Phone
Meeting
SMS
E-mail/Web/e-survey
10000
100
10
<1
<1
Relative cost per contact
E-survey
Loyalty programs
Loyalty Programs
• Loyalty Matrix(ex. Loyalty and satisfaction parameters, loyalty F/S etc.)
• Data collection and handling (ex. Integration to e-survey, telemarketing module, mobile device, workflows enhancing customer loyalty and satisfaction etc.)
• Graphics and management(ex. Loyalty maps link to financials, multi dimensional satisfactions analysis)
Standard for external data, flexible setup for internal data
• Standard integration(ex. Cegedim, aPureBase, IMS etc.)
• Configurable(ex. Interface to ERP, Datawarehouse etc.)
• Management(ex. Transfer status, warnings etc.)
Microsof
t Dynamic
s CRM
Pharma Data•Cegedim•a’PureBase
Market & Sales data• IMS, etc.
Standard solution
External
Internal
Configurable
ERP System
BI System
Integration Tools
Standard integration for all mobile devices
• Standard mobile interface(ex. Windows, Android, iPad, iPhone) No need of any middleware
• Offline supported(ex. SQL Server Compact Edition local database)
• Easy management of set-up
MobileCRMClient Application
SQL Server CompactClient Database
Clien
tS
erv
er
Microsoft Dynamics CRM
Microsoft Dynamics CRM Web Service
Mobile Device
Standard proporsal Unit price
No. TotalEURO
Software and supportPharma system for Microsoft CRM inclusive 100 users 20.000 1 200.000
Number of users 500 50 25.000
Yearly CDM Maintenance & Support 22% 49.500
274.500
ConsultancyStandard Pharma checklist run through 1.500
Standard roll out implementation 5.120
Testing standard functionality and standard data imports 1.500
Standard train the trainer education 4.000
Follow-up meetings 1.500
13.620
Standard road map
• Description Responsible Deadline
• Phase 1 – Standard Microsoft CRM implementation for Pharma
• Planning• Salespresentation CDM 06.09.2012• Standard proprosal CDM 06.09.2012• Go ahead XX 06.09.2012• Pharma checklist XX/CDM 07.09.2012• Final proporsal and time schedule CDM 13.09.2012• Acceptance of proporsal and time schedule XX 14.09.2012
• Roll out• Standard Infrastructure established - see whitepaper XX 21.09.2012• Standard Implementation of Microsoft for Pharma CDM 25.09.2012• Standard test of data upload (IMS, 1Key) CDM 26.09.2012• Standard “train the trainer” education CDM 28.09.2012
• Kick off• Training the consultants XX 01.10.2012• First implementation control CDM/XX 03.10.2012• Second implementation control CDM/XX 31.10.2012