Platforce Field Force Cloud CRM+

• Customer Relationship Management (CRM) - to centralize all customer data and interactions.
• Field Force Automation (FFA) - to boost field force productivity.
• Automated Workflows - to streamline processes with automated workflows.
• Closed-Loop Marketing (CLM) - to develop data-driven marketing strategies (Tablet Application).
• Omnichannel Engagement - to enhance customer interactions and marketing campaigns across channels
• Reporting (PowerBI) - to build advanced reports and dashboards

• Content Experience Platform (CEP) - to create and distribute content.
• Digital Asset Management (DAM) is a single source for your digital assets.
• Medical, Legal, and Regulatory (MLR) - to streamline review and approval processes, ensuring compliance with industry regulations.
• Expense Management & Approvals - enables management of expenses with multi-layer budget approvals, tracking of planned vs. actual costs, and integration with SAP.
  

• Improving field force productivity and efficiency
• Streamlining operations and workflows
• Providing real-time data and actionable insights
• Enhancing customer engagement and interaction
• Automating marketing and sales processes
  
• Enabling better decision-making through comprehensive reporting and analytics
  

Key functionalities:

• Face-to-face or Remote Engagements: Supports various interaction modes, ensuring seamless communication with customers regardless of location.

• Surveys and Feedback: Conducts surveys to gather customer feedback and measure satisfaction.

• Consent Management: Collects and manages customer consents in compliance with GDPR and other regulations.

• Sample Management: Manages distribution and inventory of product samples efficiently.

• Order Management: Streamlines the order approval process and manages inventory effectively.

• AI Insights Assistant: Utilizes AI to provide actionable insights and automate sales planning activities.

• Territory Management: Manages and optimizes sales territories to ensure balanced workloads and maximize coverage.

• Field Activity Tracking: Monitors and logs field team activities, providing real-time updates and insights into team performance.

• GPS Tracking and Geolocation: Tracks the locations of field teams to ensure efficient routing and adherence to schedules.

• Performance Dashboards: Provides customizable dashboards to monitor key performance indicators (KPIs) and track progress against goals on individual or higher levels.
  

• Customizable Dashboards: Allows users to create comprehensive dashboards to track KPIs and other important metrics.
  

• Customer Segmentation: Segments customers based on various criteria to tailor engagement strategies and improve targeting.
  

• Interactive Content: Provides tools for creating and distributing interactive content to engage customers effectively.