eluzzion CRM for SF Excellence

Win Client

Web Client

Mobile Client

Web reports

Admin tools

What’s inside?

Log in from anywhere to check updated reports on the web

Carry your part of the database with you wherever you go and synchronize changes

Use the web to enter and extract all the information you need from the central database

Carry all the essential information you need in the palm of your hand

Allows your CRM manager to configure the system according your ad hoc needs

Data System Solutions s.r.o.www.Data3s.com

Client Case Study:

Home Page Planner

Pers. & Inst.

Search

Profile Cards

Target Group

Segmentor

Expense Diary

Contracts

Sales Data

Territory Mgt.

Warehouse (Rep’s

Inventory)

Transfer Orders

Driver’s Log

Org. Structur

e

HR Tools

Web Reports

Admin Tools

PDA

eLearning

Logistics

Quick Overview:

Administration Tools

• Define your part of the database & what specific data you want “see”

• Create new users

• Create & amend reports

• Create & change campaign templates.

• Keep individuals and teams (organizational/geographical) updated

• Update both org. & cost-centre structures

H

• Define your part of the database & what specific data you want “see”

• Create new users

• Create & amend reports

• Create & change campaign templates.

• Keep individuals and teams (organizational/geographical) updated

• Update both org. & cost-centre structures

Home Page Planner

Pers. & Inst.

Search

Profile Cards

Target Group

Segmentor

Expense Diary

Contracts

Sales Data

Territory Mgt.

Warehouse (Rep’s

Inventory)

Transfer Orders

Driver’s Log

Org. Structur

e

HR Tools

Web Reports

Admin Tools

PDA

eLearning

Logistics

Quick Overview:

Web Reports

Basic Characterisation: Fully configurable dynamic reports with a practically unlimited scope of reported detail, easily accessible through the web (on line).

Features• Can be exported in any major format

• Features a filter function

• Dynamic reports

• Reporting services

• Alarm function

Benefits• The exports can later be used &

processed• Standard reports can be fine-tuned ad

hoc• The information is updated continuously• The system can send the user an e-mail

with:– attachment– alert– link

• Timely warnings in case of underperformance

Web ReportsOnline Dashboards – Home Page

Web ReportsOnline Dashboards – Connection Days (overview)

Web ReportsOnline Dashboards – Connection Days (overview)

Web Reports closed & scheduled days

Web ReportsOnline Dashboards

Web ReportsOnline Dashboards – Drill-down: activity overview

Web ReportsOnline Dashboards – Drill-down: activity plan vs. reality

Web Reports – corp. overviewH

Home Page Planner

Pers. & Inst.

Search

Profile Cards

Target Group

Segmentor

Expense Diary

Contracts

Sales Data

Territory Mgt.

Warehouse (Rep’s

Inventory)

Transfer Orders

Driver’s Log

Org. Structur

e

HR Tools

Web Reports

Admin Tools

PDA

eLearning

Logistics

Quick Overview:

Basic Characterisation: An entry gate to the system (a portal) presenting all relevant CRM & SFE information from both eluzzion and other systems

Features• Fully customisable

• Customisable through Admin tools

• Possesses multiple web functions

• Contains links to individual modules

• Collects news from other information systems

• Shows planned activities

• Presents notification & warnings

Benefits• Unique company view & contents• Can be customised by local CRM

Managers• Presents multi-system information• Enables quick & easy access to all

relevant information• Provides quick-view orientation• Helps maintain deadlines and fulfill tasks

Home Page

Home Page

Home Page

Home Page

Home Page

Home Page

Home PageH

Home Page Planner

Pers. & Inst.

Search

Profile Cards

Target Group

Segmentor

Expense Diary

Contracts

Sales Data

Territory Mgt.

Warehouse (Rep’s

Inventory)

Transfer Orders

Driver’s Log

Org. Structur

e

HR Tools

Web Reports

Admin Tools

PDA

eLearning

Logistics

Quick Overview:

Planner

Basic Characterisation: An essential tool for effective activity planning equipped with warning system for timely reporting.

Features• Drag and drop functionality

• Preset, customizable list of activities

• Features a wizard to assist planning

• Allows single- and multi-day planning

• Allows multiple target planning with a redundancy alarm function

• Enables direct access to client info

Benefits• Smooth & easy appointment scheduling• Lets users plan all possible activities

(universal scheduling tool) • Guides users, ensuring timely & proper

completion of plans & reports • Ensures consistency of data entered into

the system• Supports effective planning by allowing

users to quick check the relevance of each planned target

Planner – month view

Planner – list view

Planner – activity planH

Home Page Planner

Pers. & Inst.

Search

Profile Cards

Target Group

Segmentor

Expense Diary

Contracts

Sales Data

Territory Mgt.

Warehouse (Rep’s

Inventory)

Transfer Orders

Driver’s Log

Org. Structur

e

HR Tools

Web Reports

Admin Tools

PDA

eLearning

Logistics

Quick Overview:

Person & Institution Search

Basic Characterisation: a dynamic, multi-criteria full-text search module with analytical functionalities and direct access to the Planner

Features• Multiple search & sort criteria

• Full text search

• Information columns in the search display can be customised / configured

• Offers direct access to the Planner

Benefits• Users can comb an entire database for

key expressions• Allows immediate scheduling of search

results• Shows only relevant, required

information for fast and focused utilisation of search results

Person & Inst. Search

Person & Inst. Search

Person & Inst. Search

Person & Inst. Search

Person & Inst. Search

Person & Inst. Search

Person & Inst. SearchH

Home Page Planner

Pers. & Inst.

Search

Profile Cards

Target Group

Segmentor

Expense Diary

Contracts

Sales Data

Territory Mgt.

Warehouse (Rep’s

Inventory)

Transfer Orders

Driver’s Log

Org. Structur

e

HR Tools

Web Reports

Admin Tools

PDA

eLearning

Logistics

Quick Overview:

Basic Characterisation: A “business card” presenting all relevant information about persons and institutions.

Features• Contains complete profile data• Shows complete interaction history• Shows planning status of each entry

Benefits• Provides a complex view of the client• Allows users to (re)schedule an

appointment directly

Profile Cards (Person & Institution Details)

Profile Cards

Profile Cards

Profile Cards

Profile CardsH

Update Requests

U. Requests – my updatesH

Home Page Planner

Pers. & Inst.

Search

Profile Cards

Target Group

Segmentor

Expense Diary

Contracts

Sales Data

Territory Mgt.

Warehouse (Rep’s

Inventory)

Transfer Orders

Driver’s Log

Org. Structur

e

HR Tools

Web Reports

Admin Tools

PDA

eLearning

Logistics

Quick Overview:

Target Group

Basic Characterisation: Allows users to set-up various target groups, prioritize them, assign automatic alerts and schedule activities.

Features• Target group setting

• Multiple target edit functionality

• Automatic alert function

Benefits• Prevents target customers from being

left unvisited• Allows fast and simple (pre)setting of

target groups• Makes sure that the target client is

visited at the optimum (set) frequency

Target Group

Target Group

Target Group - reportH

Home Page Planner

Pers. & Inst.

Search

Profile Cards

Target Group

Segmentor

Expense Diary

Contracts

Sales Data

Territory Mgt.

Warehouse (Rep’s

Inventory)

Transfer Orders

Driver’s Log

Org. Structur

e

HR Tools

Web Reports

Admin Tools

PDA

eLearning

Logistics

Quick Overview:

Basic Characterisation: A special module which lets users segment targets based on classification criteria established by HQ.

Features• Based on comprehensive profile data• Corresponds to company classification

system• Requires users to follow methods

established by HQ

Benefits• Saves time by enabling users to prioritize

and select the best targets

• Optimizes campaign efficiency across SF

• Quick and easy view of individual doctors' value

Segmentor

Segmentor

SegmentorH

Home Page Planner

Pers. & Inst.

Search

Profile Cards

Target Group

Segmentor

Expense Diary

Contracts

Sales Data

Territory Mgt.

Warehouse (Rep’s

Inventory)

Transfer Orders

Driver’s Log

Org. Structur

e

HR Tools

Web Reports

Admin Tools

PDA

eLearning

Logistics

Quick Overview:

Expense Diary

Basic Characterisation: A tool for keeping track of all Sales Force activity-related expenses. One of two major features (together with the “Contracts” module) promoting eluzzion from simple ETMS to real SFE solution.

Features• Comprehensive solution for expense

reporting

• Integrated with other company information systems (R/3)

• Real time expense tracking

• Checks costs against sales data

• Shows cumulative cost data

• Flexible structure of financial data

Benefits• Removes the need for an additional expense

reporting system• Offers easy & timely expense management• Enables activity effectiveness analysis• Allows calculation of “cost of sales”• Allows real-time control of budget spending• Easy to aggregate for individual reporting of

multi-criteria analyses (e.g. per person, per product, per org. or geo. Unit, etc.)

Expense Diary

Expense Diary

Expense Diary – summary

Expense Diary – summaryH

Home Page Planner

Pers. & Inst.

Search

Profile Cards

Target Group

Segmentor

Expense Diary

Contracts

Sales Data

Territory Mgt.

Warehouse (Rep’s

Inventory)

Transfer Orders

Driver’s Log

Org. Structur

e

HR Tools

Web Reports

Admin Tools

PDA

eLearning

Logistics

Quick Overview:

Contracts

Basic Characterisation: A module allowing users to select, fill-in, manage, export or print all necessary contracts with company partners. Reduces time required to process any contract-related administration.

Features

• Pre-defined contract templates

• Module guide

• Integrated with other work-flow managing systems (R/3)

• Maintains historical data

Benefits• Easy to select & use

• Minimum risk of error

• Easy to process real-time information from each work-flow process phase

• A complex picture of the rep/client cost/profit history

Contracts

Contracts

Contracts – detailH

Home Page Planner

Pers. & Inst.

Search

Profile Cards

Target Group

Segmentor

Expense Diary

Contracts

Sales Data

Territory Mgt.

Warehouse (Rep’s

Inventory)

Transfer Orders

Driver’s Log

Org. Structur

e

HR Tools

Web Reports

Admin Tools

PDA

eLearning

Logistics

Quick Overview:

Sales Data

Basic Characterisation: A tool for searching, structuring & presenting sales data (via various charts & tables) regardless of their origin (internal, external) or form.

Features

• Detailed sales data with multi-criteria comparison (by product, region, period, etc.)

• Geographic representation of historical data

• Dynamic 3D modeling and export functionalities

Benefits

• Enables sales personnel to focus on the right sales points

• Allows quick & easy evaluation of the previous sales strategy & tactics

Sales Data

Sales Data

Sales Data

Sales Data

Sales Data – print preview

Sales Data - mapH

Home Page Planner

Pers. & Inst.

Search

Profile Cards

Target Group

Segmentor

Expense Diary

Contracts

Sales Data

Territory Mgt.

Warehouse (Rep’s

Inventory)

Transfer Orders

Driver’s Log

Org. Structur

e

HR Tools

Web Reports

Admin Tools

PDA

eLearning

Logistics

Quick Overview:

Territory Management

Basic Characterisation: an essential tool for orchestrating any large sales force according to clients’ status and other key metrics.

Features• Multiple search & sort criteria• Sales, costs, & profits• Sales target vs. sales reality

Benefits• Enables versatile clients prioritization• Shows client’s value & profitability• Follows the trend to target achievement

Territory Management

Territory ManagementH

Home Page Planner

Pers. & Inst.

Search

Profile Cards

Target Group

Segmentor

Expense Diary

Contracts

Sales Data

Territory Mgt.

Warehouse (Rep’s

Inventory)

Transfer Orders

Driver’s Log

Org. Structur

e

HR Tools

Web Reports

Admin Tools

PDA

eLearning

Logistics

Quick Overview:

Warehouse (Rep’s Inventory)

Basic Characterisation: A tool for tracking all promotional materials (samples, gifts, etc.) connected to each user’s stock.

Features• Allows users to track all items used for

promotional purposes• Keeps a complete record of each users

transaction history• Users can make ad hoc order requests

for additional promotional materials for customers

Benefits• Allows users to assess the effectiveness

of promotional materials• Enables global and drill-down view of

financial data from promotional materials distributed by users

• Adds profitability criteria to profile data

Warehouse

Warehouse

Warehouse

Warehouse

WarehouseH

Home Page Planner

Pers. & Inst.

Search

Profile Cards

Target Group

Segmentor

Expense Diary

Contracts

Sales Data

Territory Mgt.

Warehouse (Rep’s

Inventory)

Transfer Orders

Driver’s Log

Org. Structur

e

HR Tools

Web Reports

Admin Tools

PDA

eLearning

Logistics

Quick Overview:

Transfer Orders

Basic Characterisation: enables and facilitates the supply of company products to pharmacies in order to complete the supply function of distributors

Features• Direct connection to call reports

• Direct connection to warehouse

• Easy reporting for supervisors

Benefits• Fast and easy ordering

• Fast and easy product sales

• Convenient performance tracking

• Single-system (unified) tracking

Transfer Orders

Transfer Orders

Transfer Orders

Transfer Orders – detailsH

Home Page Planner

Pers. & Inst.

Search

Profile Cards

Target Group

Segmentor

Expense Diary

Contracts

Sales Data

Territory Mgt.

Warehouse (Rep’s

Inventory)

Transfer Orders

Driver’s Log

Org. Structur

e

HR Tools

Web Reports

Admin Tools

PDA

eLearning

Logistics

Quick Overview:

Driver’s Log

Basic Characterisation: an essential tool for managing company cars and drivers

Features• Convenient reporting and

tracking of all car-related expenses (petrol, cleaning, maintenance, etc.)

• Mileage report and evidence breakdown

Benefits

• Easy reporting

• Quick overview of employee routes

• Supports an unlimited number of drivers and cars

• List of drivers and cars can be predefined

Driver’s Log

Driver’s Log - exportH

Home Page Planner

Pers. & Inst.

Search

Profile Cards

Target Group

Segmentor

Expense Diary

Contracts

Sales Data

Territory Mgt.

Warehouse (Rep’s

Inventory)

Transfer Orders

Driver’s Log

Org. Structur

e

HR Tools

Web Reports

Admin Tools

PDA

eLearning

Logistics

Quick Overview:

Basic Characterisation: A simple yet sophisticated tool for searching the identities of colleagues, their territories, clients and more.

Features• Organization system of the company

• Includes a digital “business card” for the user:o personal & contact information

displayed in “read-only” format

• Intuitively structured

• Cross-referenced with client data

Benefits• Helps users find colleague contact

information

• Allows users to identify (and contact) reps responsible for specific clients (persons or institutions) and vice versa

• Lets users quickly & easily get info on colleagues, clients & business data

• Promotes easy orientation & effective communication

• Ensures information quality & safety

Organizational Structure& User’s Card

Organizational StructureH

Home Page Planner

Pers. & Inst.

Search

Profile Cards

Target Group

Segmentor

Expense Diary

Contracts

Sales Data

Territory Mgt.

Warehouse (Rep’s

Inventory)

Transfer Orders

Driver’s Log

Org. Structur

e

HR Tools

Web Reports

Admin Tools

PDA

eLearning

Logistics

Quick Overview:

Basic Characterisation: A new CRM tool for HR managers featuring advanced capabilities for recording and tracking human and material assets

Features• Connects CRM to the organization

system of the company from a Human Resources (HR) perspective

• Direct insight into historical changes

• Manage rights at various levels of management

• Advanced reporting capabilities

Benefits• Allows HR managers to track all employees

and assigned company property

• Gives HR managers a “long view” of each employee with an additional basis for cost measurement

• Superior transmission of structured information

• Online reports can be scaled to cover a range of personnel, from individual users to sales groups, business units or the entire company.

HR Tools

HR Tools - overview

HR Tools – detail view

HR Tools – detail viewH

Home Page Planner

Pers. & Inst.

Search

Profile Cards

Target Group

Segmentor

Expense Diary

Contracts

Sales Data

Territory Mgt.

Warehouse (Rep’s

Inventory)

Transfer Orders

Driver’s Log

Org. Structur

e

HR Tools

Web Reports

Admin Tools

PDA

eLearning

Logistics

Quick Overview:

Basic Characterisation: High-quality solution for PDAs & smart phones that allows users to search, plan, and report on client-related activities while “on the road”.

Features• Customer database on a mobile device

• Synchronisation via “thick” client

• Built-in reporting templates

Benefits• Increases a rep’s flexibility in the field

• Ensures the safety & security of data

• Saves time & improves the accuracy of data

eluzzion Mobile (PDA)

eluzzion Mobile (PDA)H

Home Page Planner

Pers. & Inst.

Search

Profile Cards

Target Group

Segmentor

Expense Diary

Contracts

Sales Data

Territory Mgt.

Warehouse (Rep’s

Inventory)

Transfer Orders

Driver’s Log

Org. Structur

e

HR Tools

Web Reports

Admin Tools

PDA

eLearning

Logistics

Quick Overview:

Basic Characterisation: A built-in module for advancing the professional growth of system users via studying, testing, and reporting functionalities.

Features• Designed for remote training & testing

of key employee groups

• Built-in solution that can be integrated with CRM / ETMS systems

• Results are integrated into users’ data

Benefits• Makes training & educational activities

simple, fast, and flexible

• Enables comparison of activities & sales against results from training & education

• Allows management to evaluate “total performance”

e-Learning

e-Learning

Select your test from the list and press “play” to begin...

e-Learning

Multiple choice questions are graded by the system.

Open-text answers are sent to the teacher.

e-Learning

e-Learning allows youto test visual as well aswritten information ...

e-Learning

Click the score card next to your completed test to see your results.

H

Home Page Planner

Pers. & Inst.

Search

Profile Cards

Target Group

Segmentor

Expense Diary

Contracts

Sales Data

Territory Mgt.

Warehouse (Rep’s

Inventory)

Transfer Orders

Driver’s Log

Org. Structur

e

HR Tools

Web Reports

Admin Tools

PDA

eLearning

Logistics

Quick Overview:

Basic Characterisation: A powerful new module enabling one-click access to all warehouse, stock & sales data

Features• Easy access to warehouse, stock

and sales data

• Direct interface to wholesaler systems

• Warehouse comparison

• Current supply status

Benefits• All key company data in a single interface

• Improved management of stock data

• Better forecasting

• Easier generation of orders

Logistics

Sales to Pharmacies

Sales to Distributors

Inventory Supplies

Logistics

What eluzzion Logistics connects:

Logistics

Menu Bar

Warehouse Comparison

Logistics

Pharmacies, Distributors, Warehouse, Stocks

Week

Tota

l Sal

es [

unit

s]

Total Sales in 2008

Logistics

Inventory by Distributor

Week

Inve

ntor

y / S

ales

[w

eekl

y]

Logistics

Sales Seasonality

LogisticsH

Synchronization

SynchronizationH

Analysis

Design

Integration

Database

Campaigns

Reports

Training

Kick off

Support

Maintenance

Service

How will eluzzion be implemented?

About Data3sData3s is a pharmaceutical CRM company dedicated to the development of high-quality solutions powered by Microsoft technologies.

Our core business is eluzzion CRM, a fully-integrated CRM/BI solution which offers the advantages of a clear, user-friendly interface with intuitive controls and easy access to multi-system information on customers, partners and colleagues.

Our clients include leading international life sciences companies who depend on us to make sure their SFE concepts are supported by the best technology in pharma.

To that end, we are ISO 9001 certified and a Microsoft Gold Certified Partner whose services are designed to promote business and operations excellence.

Data3s is an international company headquartered in Prague, Czech Republic, with dedicated support centers available in other countries upon demand.

For more information about Data3s products and services please write to us at info@data3s.com or call us at +420 241 771 214.

Interested customers may make price enquires directly with a sales representative by writing to sales@data3s.com.

For all other information please visit us on the web at www.data3s.com.

Contact Us