Healthcare: Full-Cycle Automation System

The project involves the design and implementation of a fully integrated, custom-built automation system for a Pharmacy company.

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Overview

Challenge

The goal is to unify and automate various business operations, improving efficiency, streamlining communication, and providing real-time insights into key performance metrics. The Pharmacy company faced operational inefficiencies due to the lack of a comprehensive system to manage and automate its multi-department operations. Each team struggled with isolated tools, leading to redundant efforts, delays in decision-making, and difficulties in real-time tracking of key performance indicators (KPIs), financial data, and operational metrics.

Our solution combines a robust CRM system with advanced analytics, powerful dashboards, and seamless integrations with multiple third-party services. In just 10 months, we developed a tailor-made, full-cycle automation system. This system integrated multiple departments, provided advanced dashboards, and implemented powerful tools for real-time data analysis, streamlined workflows, and improved overall efficiency.

Key Features Implemented

A unified CRM system with custom dashboards for real-time analytics, order management, and financial tracking. Automation of call center operations, adaptive scripts, client tracking, KPI-based salary calculations, marketing performance insights, and third-party integrations.

Sales department: Order Management

Organize and manage customer orders with ease using advanced filtering options, making it quicker to retrieve and process orders. Provided call center managers with adaptive scripts that adapt to the specific needs of each client, improving communication and satisfaction. Keep a complete record of all interactions with clients, offering easy access to historical conversations, improving customer service consistency.

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Unique Lead Distribution Algorithm with Autodialer System

The unique lead allocation algorithm dynamically allocates leads to agents based on customisable parameters such as skill level, availability, lead priority or specific business rules. By ensuring that the most appropriate manager is selected for each enquiry, this approach increases the likelihood of successful conversions and promotes a more personalised customer experience.

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C-level: Month By Month Comparison Analysis

Access detailed month-by-month performance data across all departments to track business growth, identify trends, and make informed strategic decisions. Gain in-depth insights into buyout performance, including key metrics and trends, allowing the finance team to monitor expenditures, evaluate the success of buyout campaigns, and optimize budgeting strategies.

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Logistic: Shipment Tracking and Order Management

Keep track of shipments and orders from initiation to delivery, ensuring real-time updates and accurate delivery timelines, improving overall logistics management and customer satisfaction.

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Team and Partnership Management

Oversee and optimize advertising campaigns, from creation to analysis, ensuring maximum ROI and alignment with business goals.Track media buying performance and analyze results to refine marketing strategies and improve ad spend efficiency. Automatically evaluate and assess the quality of leads generated through partnership channels, ensuring that only high-quality leads are pursued for conversions

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