🎬 6 episodes · about 16 minutes
Softloomer Pharma: Pharma Sales Force Management on Odoo
A six-part series on Softloomer Pharma, the medical-rep management system on Odoo: the executive dashboard, customer classification, cycles and tour planning, a full field visit with GPS check-in, samples and expenses with compliance controls, and reports.
Episodes
All names and figures in these videos are demo data.
- Episode 1
The Executive Dashboard
What this episode covers
- One app inside Odoo
- Visits · Planning · Customers · Products · Reports
- Today's date and the Refresh button
- Today: total · completed · in progress · planned
- Every check-in shows up here live
- This month vs. last month
- Positive responses · committed prescribers · samples
- Current cycle: done vs. target
- Visits per day, last 30 days
- A high · B medium · C low impact
- Top reps this month
- Cities · specialties · visit types
- A-class doctors not visited yet
- Recent visits: response and duration
- The visit report, as recorded in the field
- Most detailed products · database summary
- Every card opens its details
- Episode 2
Customers and Classification
What this episode covers
- The rep's own dashboard
- Customers › Doctors, grouped by class
- Code · specialty · city · class
- List view
- Class A filter
- The class in the top bar
- Visits · New Visit
- Profile completeness
- Specialty · SFDA license and expiry
- A = 4 visits · B = 2 · C = 1 per month
- City · region · workplace
- Clinic GPS · checked at every check-in
- Best visit time · working days
- Prescribing preferences · usual objections
- New doctor
- Specialty · license · expiry
- Class B → 2 visits a month, automatically
- City · workplace
- Automatic customer code
- Save location from my current position
- Customer map
- Episode 3
Cycles, Targets and Tour Planning
What this episode covers
- Planning › Cycles: closed · active · draft
- Targets · completed · coverage
- One target per doctor: required vs. done
- December cycle · draft, no targets yet
- Generate Targets: one per doctor, by class
- Enable Cycle · Close Cycle
- My Targets: the rep's own targets
- Plan My Tour: automatic scheduling
- Cycle · from · to
- Visits per day · skip Friday
- Targets filled in · expected distribution
- Create Visits: all in the calendar
- Episode 4
A Day in the Field
What this episode covers
- Visits › Today's Visits
- Planned → In Progress → Completed
- Doctor · specialty · class · type
- Pre-call objective
- P1 · P2 · key messages
- Check-in · verified match
- Marketing Aids for this visit's products
- Present to Doctor · logged on the visit
- Doctor interest per product
- Samples: product and quantity
- Max 3 samples per visit
- Batch number · expiry date
- Positive · committed to prescribe
- Discussion · next visit objective
- Check-out · automatic duration
- Completed · live for the manager
- Episode 5
Expenses and Compliance
What this episode covers
- Visits › Expenses
- New expense · fuel · amount
- Submit for Approval
- SFDA gift limit: 500 SAR
- 450 SAR · submitted
- Pending Approval filter
- Approve · Reject · Paid
- Reports › Compliance Dashboard
- Licenses expiring in 30 days · expired
- Visits far from the customer location
- Reports › Suspicious Incidents
- Start Review · Resolved · False Alert
- SFDA Samples Report · Print
- Episode 6
Reports and Analytics
What this episode covers
- Reports › Coverage Dashboard
- Pivot · rep × class
- Reports › Visit Analytics
- Pivot · export to Excel
- Coaching · rating, strengths, improvements
- Printed visit report
- Printed cycle report
- Products › Drug Information
- Approved key messages
- Competitors · price, share, counter-argument
Want to see it working your way?
Try the live demo yourself, or contact us and we will map it to your needs.