Platforce is a unified cloud-based AI-featured omnichannel solution that supercharges field force productivity and drives a compliant and engaging customer experience.

Our solutions cover a wide range of solutions, including:

Customer Relationship Management (CRM) - to centralize all customer data and interactions.
Field Force Automation (FFA) - to boost field force productivity.
Automated Workflows - to streamline processes with automated workflows.
Closed-Loop Marketing (CLM) - to develop data-driven marketing strategies (Tablet Application).
Omnichannel Engagement - to enhance customer interactions and marketing campaigns across channels
Reporting (PowerBI) - to build advanced reports and dashboards

+ Integrated solutions (available upon request):

Content Experience Platform (CEP) - to create and distribute content.
Digital Asset Management (DAM) is a single source for your digital assets.
Medical, Legal, and Regulatory (MLR) - to streamline review and approval processes, ensuring compliance with industry regulations.

Keywords: Sales Force Effectiveness (SFE), Commercial Excellence, Field Force Management, Sales Productivity, Sales Force Automation, eDetailing.

Type of Users: Field teams, sales representatives, marketing professionals, and compliance officers.

Customer Needs/Pain Points Addressed:

Improving field force productivity and efficiency
Streamlining operations and workflows
Providing real-time data and actionable insights
Enhancing customer engagement and interaction
Automating marketing and sales processes
Enabling better decision-making through comprehensive reporting and analytics

Key functionalities:

Face-to-face or Remote Engagements: Supports various interaction modes, ensuring seamless communication with customers regardless of location.
Surveys and Feedback: Conducts surveys to gather customer feedback and measure satisfaction.

Consent Management: Collects and manages customer consents in compliance with GDPR and other regulations.
Sample Management: Manages distribution and inventory of product samples efficiently.
Order Management: Streamlines the order approval process and manages inventory effectively.
AI Insights Assistant: Utilizes AI to provide actionable insights and automate sales planning activities.
Territory Management: Manages and optimizes sales territories to ensure balanced workloads and maximize coverage.
Field Activity Tracking: Monitors and logs field team activities, providing real-time updates and insights into team performance.
GPS Tracking and Geolocation: Tracks the locations of field teams to ensure efficient routing and adherence to schedules.
Performance Dashboards: Provides customizable dashboards to monitor key performance indicators (KPIs) and track progress against goals on individual or higher levels.
Customizable Dashboards: Allows users to create comprehensive dashboards to track KPIs and other important metrics.
Customer Segmentation: Segments customers based on various criteria to tailor engagement strategies and improve targeting.
Interactive Content: Provides tools for creating and distributing interactive content to engage customers effectively.

Platforce Field Force CRM+

by Platforce