Cbim ingles - Infonis

My CBIM

Configurable Dashboard

VISIÓN 360º

My CBIM

– Configurable Dashboard for each user (self-management)
– Regular daily work of the sales rep without having to leave the initial screen.
– Graphics inside the widget
– User selectable widget catalog

Agenda

Customizable and Scalable

MODULAR SYSTEM

Agenda

– 360º vision of the agenda: View activities, visits, expenses and notes on a daily, weekly or monthly basis
– Alert system
– Route planning and management
– Interconnection with the client module, management and individualized planning by client.
– Record all kinds of information in visit reports: materials, samples delivered, multimedia documents, etc.
– Multi-device and multi-platform system

Gastos

AEAT approved

100% DIGITAL, 0% ON PAPER

Expenses

– Tax agency homologation of the expenses module and digital collection of tickets.
– Includes data of the day or month in an agile and intuitive way.
– Autonomy for the management and definition of workflows and validation flows.
– Notifications of pending expenses validation.
– Definition of the concepts of expenses, reports and generation of payment remittances for the bank.

CLM

Digitization of marketing materials

SALES OPTIMIZATION

CLM

– Customized commercial material with full visualization traceability.
– Order module integration.
– Builder: marketing materials creation module.
– Traceability: access to each material, viewing time per slide, interactions with it.
– Integration with BI to link the information from CLM Tracker with the Qlikview cloud and be able to analyze and cross-reference this information with other sources such as activity, orders, billing, etc.
– Email campaigns obtaining CLM Tracker traceability.

Compañía Tecnológica Multinacional dedicada al desarrollo de soluciones CRM y BI para dar soporte a las áreas Comercial y de Marketing, desde la Estrategia hasta las Operaciones, dentro de la Industria Farmacéutica.

With 360º vision of your clients with 100% customization

AUTONOMY

HELPDESK AND MAINTENANCE

ONLINE/OFFLINE

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