CRM

Bird Notes Pharma CRM is a customer relationship management platform built specifically for the pharmaceutical industry. It is designed to support the marketing and sales activities of pharmaceutical companies by helping them manage medical representative visits, track commercial activity, and maintain relationships with healthcare professionals and prospects.

The platform consists of three main components: a mobile application for field representatives, a cloud-based web application for managers and supervisors, and a business intelligence (BI) application with customisable dashboards. It targets pharmaceutical companies seeking to digitalise and automate their sales force operations.

Mobile Application Features for Medical Representatives

• Planning of commercial and medical visits
• Entry of visit reports in a few clicks
• Order placement with notifications sent to wholesalers and supervisors
• Viewing visit history with statistics and graphs
• Visualisation of visit and order statistics relative to set objectives
• Prospect portfolio management
• Entry of non-visit activities such as expense reports, marketing actions, leave, congresses, and training
• Expense report entry
• AI-assisted visit planning recommendations
• Real-time notifications of supervisor feedback (validation, refusal, revision requests)
• Internal messaging

Web Application — Visit and Activity Tracking

• Detailed visit history with filtering by multiple criteria and grouping options
• Dynamic statistics and dashboards using BI tools
• Multi-criteria objective definition and coverage calculation
• Tracking of commercial visits, orders, samples, and free goods
• Automatic order dispatch by email
• Revenue calculation
• Coverage tracking by representative, sector, potential, or specialty for defined periods
• Weekly scheduling tracking and validation of representative plans

Prospect and Client Portfolio Management

• Multi-criteria search by name, location, specialty, activity, or assigned representative
• Control and validation of prospect data updates
• Cartographic visualisation of prospect locations
• Intelligent import of prospect lists with deduplication and merging to maintain clean data
• Automated detection of duplicate records
• Regular and controlled updates of prospect data from online sources

Configuration and Administration

• Management of permissions, roles, and users (representatives, supervisors, directors)
• Assignment of samples and gifts
• Management of free goods and discounts
• Commission management
• Validation workflow management
• Notification management
• Management of workload plans, product ranges, and pharmaceutical products
• Wholesaler management
• Management of sectors, localities, and networks
• Multi-channel configurable notifications via email and push notification in real time

BI Application and Dashboards

• Customisable dashboards and KPIs covering products, prospects, and representatives
• 360-degree view of marketing and sales activities
• Strategic decision-support information for managers

Platform Characteristics

• Secure cloud hosting with periodic automated backups across multiple data centres
• Online and offline access modes
• Available on web and mobile
• Centralised and encrypted data
• Automated reporting
• Integration with ERP and information systems
• Built on mobile, cloud, and AI technologies

Support and Training

• On-site or remote training, including sessions specific to supervisors and administrators
• Access to online video documentation
• Dedicated support number with ticket tracking
• Remote control support for tablets and laptops
• Periodic automatic updates
• A dedicated contact person for ongoing assistance and evolution requests

Bird Notes is hosted on a secure cloud infrastructure and supports integration with existing ERP and information systems. The platform is available in both online and offline modes, making it suitable for field use. The company provides training, reactive support, and advanced assistance services to accompany clients through digital transformation.