Platforce is a unified cloud-based AI-featured solution that supercharges field force productivity and drives a compliant and engaging customer experience.

Our solutions cover a wide range of solutions, including:

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

+ Integrated solutions (available upon request):

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.

Keywords: Sales Force Effectiveness (SFE), Commercial Excellence, Field Force Management, Sales Productivity, Sales Force Automation, eDetailing, Field Force KPIs Monitoring System, Customer Engagement, Compliance Solutions, Field Sales Optimization, SalesForce Management, Sales Rep Tracking, Closed-Loop Marketing, Sales Reporting, Field Force Analytics, Remote Team Management, Sales Team Productivity Tools.

Type of Users: Field teams, sales representatives, marketing professionals, and compliance officers.

Customer Needs/Pain Points Addressed:

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.

Platforce Field Force Cloud CRM+

by Platforce