Bird Notes

BirdNotes is a CRM platform developed specifically for pharmaceutical companies. It is designed to support the marketing and sales activities of medical representatives (délégués médicaux) and pharmaceutical sales visitors, helping companies manage commercial relationships, track field visits, and optimise their promotional operations. The platform targets pharmaceutical industry professionals including field delegates, supervisors, and managers.

The solution is built around mobile, cloud, and artificial intelligence technologies, and covers the core operational needs of pharmaceutical sales forces. BirdNotes claims to help companies grow revenue by up to 30% through better targeting of high-potential prospects and automation of marketing and sales processes.

Mobile Application for Field Representatives

• Planning of commercial and medical visits
• Entry of visit reports in a few clicks
• Order placement with automatic notification to wholesalers and supervisors
• Visualisation of visit history with statistics and graphs
• Tracking of visit and order statistics against defined objectives
• Prospect portfolio management
• Entry of non-visit activities including expense reports, marketing actions, leave, congresses, and training
• AI-assisted visit planning recommendations
• Real-time notifications of supervisor feedback (validation, rejection, revision requests)
• Internal messaging between team members

Cloud-Based Web Application for Management and Monitoring

• Detailed visit report history with filtering by multiple criteria and grouping options
• Dynamic statistics and dashboards using business intelligence tools
• Multi-criteria objective definition and coverage calculation
• Tracking of commercial visits, orders, samples, and free goods
• Automatic order dispatch by email and revenue calculation
• Visit coverage monitoring by delegate, sector, potential, or medical specialty over defined periods
• Weekly tracking and validation of delegate planning schedules
• Multi-criteria prospect and client portfolio search by name, location, specialty, activity, or assigned delegate
• Cartographic visualisation of prospect locations
• Control and validation of prospect data updates
• Multi-channel configurable notifications via email and push notification in real time

Unified Database Management

• Intelligent import of prospect lists with merging and duplicate elimination to maintain clean, up-to-date data
• Provision of a complete database covering prospects, delegates, products, and geographic zones
• Intelligent duplicate detection to ensure data integrity
• Regular and controlled updates of prospect data sourced from online information

Configuration and Administration

• Management of permissions, roles, and users including delegates, supervisors, and directors
• Assignment of samples and gifts
• Management of free goods, discounts, and commissions
• Management of validations and notifications
• Management of product ranges and pharmaceutical products
• Management of wholesalers, sectors, localities, and networks
• Objective management tools

Business Intelligence Application

• Personalised dashboards and KPIs providing a 360-degree view of products, prospects, and delegates
• Designed to give managers the information needed to make informed strategic decisions

BirdNotes positions itself as a CRM dedicated entirely to the pharmaceutical industry, combining mobile, cloud, and AI capabilities to cover the majority of operational requirements specific to pharmaceutical sales and marketing.