Sales reporting platform for one of the largest pharmaceutical company
Business Need
- Implement reporting platform for sales force of 3500 reps
- Mobility and speed
- Data from multiple sources including ERP, CRM, Sales, Specialty Sales, and Targeting
- Actionable information
- Alerts and Summaries
Challenges
- Ensure data quality while delivering actionable insights
- Performance issues on mobile platform
- Metrics and goals based on product portfolio
Stakeholders
- Company leadership
- Sales and marketing
- Sales analytics
- Vendors
- Information technology
Approach
- Aligned approach and architecture between the various stakeholders
- Developed data warehouse to consolidate and summarize data
- Designed process to define and execute alerts
- Built quality assurance checks into data processing framework
- Participated in sales meetings for training and feedback
Results
- iPad based platform deployed to sales force
- Helped adaption of mobility platforms such as CRM and call detailing
