Tracking & Reporting Tool for Field-Based Sales Events
All web applications are essentially serving the same underlying functions: capturing data and/or presenting data. The success of a project, however, lies in the nuances—how well the application solves the unique problems of each client organization. Skilled developers can predict the future, understanding how users will interact with the application and building in functionality clients may not even realize they need.
The Field-Based Program Tracking System solved dozens of workflow problems for a leading medical technology company’s robotics division sales representatives by digitizing a particularly arduous, paper-based manual process.
It’s a complete solution for managing all the tasks and data associated with field events, such as demonstrations, presentations and training sessions.
Initially conceived as an online method for collecting registration information, the tracking system surpassed expectations and evolved to deliver not only intuitive admin interfaces but also sophisticated search capabilities and advanced reporting. Here’s a short list of what it can do:
Project Field-Based Program Tracking System
Customer
Description A versatile web platform to manage every administrative element of field-based sales events
Track speakers.
When planning field events, reps can search for appropriate speakers by availability, expertise, credentials, and more. Where it used to take weeks to match speakers to events, reps can now pull a reliable list in a matter of seconds.
Track status.
Sales managers can see at a glance every event’s current stage of development. They can quickly identify issues—a missing approval, for example, or a conflict with a proposed date—to remove barriers for the team.
Facilitate advanced reporting.
Robust search and export capabilities assist the Stryker team with both external and internal reporting. Reps no longer have to sift through paper registrations to complete required government reporting on attendees and certifications. Flexible search criteria make it exceedingly easy for reps to pull metrics for internal review, assessing event performance and making improvements for the future.
Manage fluid attendee lists.
The system isn’t a static database of names. This smart system manages waiting lists, auto-populates to fill open spots, and automatically notifies attendees of status updates and event changes.
Accommodate disparate events.
Behind the scenes, the tracking system is tasked with collecting vastly different types of data depending upon whether the event is a training session, a demonstration, etc. The back-end complexity, however, is invisible to sales reps who can jump in and out of any event type from the same streamlined interface.
The Field-Based Program Tracking System really grew organically. As they saw it become essential to the workflow and save so much time, they continued to expand it.
– Justin Bantuelle, Health Connective
