Customers and Classification

Welcome to episode two of the Softloomer Pharma series, by Softloomer. Today we look at customer profiles — doctors, pharmacies, and hospitals — and how they are classified.

This time we sign in as Ahmed, a medical rep. His dashboard shows his own numbers: his rank among the team and his visits this month.

From the customers menu, open Doctors. They appear grouped by classification: A, then B, then C.

Each card carries the customer code, the specialty, the city, and the class.

You can also switch to a list, with columns for type, specialty, territory, and class.

With the Class A filter, only the high-impact doctors remain — the ones visited four times a month.

Open a doctor's profile. The class sits in the top bar, and you can change it with a single click.

In the corner: his total number of visits, and a button to create a new visit for him right away.

The system scores how complete the profile is, and lists whatever is still missing.

The HCP details tab holds the specialty, the SFDA license number, and its expiry date — the system warns you before a license expires.

The class sets the monthly visit target: four visits for class A, two for B, and one for C.

Then the city and administrative region, and the workplace where the doctor practices, such as a hospital or a polyclinic.

This is the clinic's GPS location. When a rep checks in, the system compares the rep's position with this point.

Visit preferences record the best time to visit and the doctor's working days.

In the notes, the rep keeps the doctor's prescribing preferences and usual objections, to prepare for them before each visit.

Now let's add a new doctor Ahmed met today. Click New and type the name; the type is already set to doctor.

Choose the specialty, then enter the license number and its expiry date.

Then classify him as B from the top bar, and his monthly target changes to two visits automatically.

Set the city and the workplace, then save the profile.

On save, the doctor gets his own customer code, and Ahmed becomes the rep responsible for him.

Since Ahmed is at the clinic right now, he taps Save location, and the system stores the clinic's coordinates from his phone.

Finally, the customer map shows every clinic and pharmacy with a saved location, so reps can plan their route by distance.

In the next episode, we plan the monthly cycle and its targets. This was the Softloomer team. Thanks for watching.