Portfolio

Portfolio

Home / Portfolio

Our Latest Work


Personal goal setting system

Customer: PHARMACEUTICAL COMPANY


Personal goal setting system for medical representatives allows:

- Set specific goals for various groups of medical representatives;

- Сontrol the implementation of plans;

- Сollect various metrics for calculating the KPI of employees at various levels from medical representatives to managers.

Flexible quota system

Customer: PROJECT MANAGEMENT SYSTEM


The quota system allows:

- Download products from a billing system;

- Configure and choose products from the catalog;

- Choose the type of sale (New, Amendment, Renewal);

- Generate a quotation in PDF format;

- Sign a quotation by the client.

The system integrated with Zuora, DocuSign and Project Management System.

Integration Package with Salesforce

Customer: PROJECT MANAGEMENT SYSTEM


The package for two-way integration between Salesforce and the project management system allows you to:

- Establish flexible rules for data synchronization;

- Monitor the process of data synchronization.

Pharma activity categorization system

Customer: PHARMACEUTICAL COMPANY

The system allows you to:

- Distribute activity into groups depending on the area of visit, doctor and drug;

- Calculate the potential and loyalty of doctors;

- Monitor the implementation of the visit plan in certain categories..

INTEGRATION PACKAGE WITH CTI

The package allows:

- Make calls from any type of objects that has a field with a phone number;

- Put notes about the call;

- Create cases;

- Keep call statistic;

- Record conversations;

- Open a customer record and recent opportunities or cases upon receipt of an incoming call.

MEETING PLANER

Customer: LARGE AMERICAN BANK


The service allows:

- Create and manage an event;

- Add members to event;

- Send out invitations and reminders;

- Authorization via Salesforce and registration via email;

- Export and import events;

- Collect event feedback.

SYSTEM FOR PLANNING AND ANALYSIS

Customer: LEADING PROVIDER OF WEATHER-DRIVEN BUSINESS SOLUTIONS


The system allows you to:

- Consider the possibility of placing an advertising banner;

- Make a commercial offer for the purchase of banners on the client’s website;

- Submit a commercial proposal for approval to the head of the department.

Integrated with Yieldex analytics, Operative one, Corporate Portal.

Complex Business Process Customization

Customer: LEADING PROVIDER OF WEATHER-DRIVEN BUSINESS SOLUTIONS


The system allows you to:

- Lead generation from the site and mining data about it

- Product catalog integration between the site and the SF

- Automation and customization of Sales process Lead - Account - Opportunity - Quote