CRM

v4.13.3

The released 4.13.3 version of Platforce CRM includes the following updates:

• New features and improvements

  • Added the possibility to select more than one organization for Many contacts call type.

  • Slides target establishing. Introduced a new logic for analyzing the effectiveness of medical representatives' presentations during visits. This enhancement enables the system to specify and track targets for specific presentation slides based on target brands and medical specialties. The update provides a more detailed and flexible analysis of presentation success, supporting improved outcomes for target brands.

  • Medical intake form in CRM. Added functionality to streamline the workflow for completing medical intake forms during visits to medical doctors. This enhancement simplifies the process of gathering, analyzing, and reporting product data, ensuring thorough data review and effective communication with healthcare professionals (HCPs). This enhancement streamlines the process of gathering, analyzing, and reporting product data during medical visits. It ensures thorough data review and effective communication with healthcare professionals, improving the quality of interactions and contributing to better patient outcomes.

• Bug fixes

  • Minor bugs fixes, synchronization fixes, visual improvements, localization minor fixes, some minor logic updates.

v4.13

The released 4.13 version of Platforce CRM includes the following updates:

• New features and improvements

  • Digital persona functionality. A digital persona is a fictional representation of a typical customer or user group based on real-world data and insights. It's a semi-fictional profile that encapsulates the characteristics, behavior, goals, challenges, and preferences of a specific segment of your target audience. Digital personas are created through a combination of data analysis and market research. They help companies understand their customers on a deeper level and guide decision-making in product development, marketing strategies, and customer interactions.

  • Added possibility to control the output of the signature before and after the presentation.

  • Performance upgrade & refactoring – increased performance, made download elements wage, increased speed of work.

• Bug fixes

  • Minor bug fixes, synchronization fixes, visual improvements, localization minor fixes, some minor logic updates.

v4.12

The released 4.12 version of Platforce CRM includes the following updates:

• New features and improvements

  • Check in/Check out feature. The main purpose is to control the conduct of the visit. For pharma companies, it's important to be sure that the visit took place directly at the contact's place of work.

    Whenever user performs the check-in action, Platforce captures the current or cached coordinates of the latest field force user's location and compares them to the account's address coordinates. The allowable discrepancy between these coordinates is specified in meters in the Check-in verification range system setting.

  • Redesigned the User activity list, Events, and Activity screens.

  • AI insights – Speaker recognition CRM development. The main purpose is a built-in function to automatically distribute text among conversation participants (speakers) or determining who said what.

  • Added a possibility to select the division on POSM distribute screen.

  • Added a possibility to add new periods to the existing TF matrix.

  • Added a possibility to re-launch the presentation during the visit.