Prosalud
A comprehensive Trade Marketing and Sales solution was implemented on the Creatio platform, integrated with JD Edwards, enabling the automation of visit management, checklists, case handling, assignments, reporting, and dashboards.
The solution optimized operational processes, improved real-time business visibility, and strengthened decision-making through key performance indicators and advanced automation, positively impacting the productivity of both field and administrative teams.
Challenge
Replace fragmented systems and non-traceable communication channels by implementing a unified platform that enables sales and trade marketing teams to leverage tools for comprehensive tracking of incidents and field activities.
Solution or technology
The solution included:
Trade Marketing Management
- Creation of dedicated sections for points of sale, visits, and checklists.
- Automation of visit control through dynamic checklists and automatic compliance percentage calculation.
- Implementation of four customized case types with defined stages, SLAs, automatic assignments, and escalation workflows.
- Automated notification system via email and in-app Creatio alerts.
Sales Management
- Implementation of a customized case type with a structured service workflow, automatic assignments, and escalation rules.
- Automatic case assignment to sales representatives and account managers.
- Point-of-sale assignment based on user roles.
JD Edwards Integrations
- Automated credit information lookup for display within Customer 360.
- Daily synchronization of the product catalog.
- Real-time integration of warehouse inventory.
Dashboards and KPIs
- Development of four customized dashboards.
- Definition of 17 strategic KPIs.
- Quick filters by weekly, biweekly, and monthly periods.
Mobile Application Customization
- Creation of dedicated workspaces for Trade Marketing and Sales.
- Optimization of the mobile experience for field teams.
Results
Automation of more than 80% of manual processes related to visits, checklists, and case assignment.
Significant reduction in case handling and follow-up times, driven by automatic assignment and SLA monitoring.
Increased productivity of field teams through customized mobile tools and streamlined processes.
Improved data quality by eliminating duplications and manual errors.
Real-time visibility into operational and commercial performance through 17 KPIs and executive dashboards.
Greater control over point-of-sale management, inventory, product catalog, and credit conditions within a single unified platform.
Congero’s Role
Creatio Solution Implementer
Impact
The solution generated a key strategic and operational impact by digitally transforming Trade Marketing and Sales processes. It enabled the organization to make decisions based on reliable, real-time data, improve operational efficiency, strengthen relationships with points of sale, and enhance overall commercial effectiveness.