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Healthcare Companys Systems & Fundamentals

Anwer Khan Business Unit Manager Wilsons Healthcare

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Companys System & Fundamentals

Company systems & fundamentals are planned to make possible for the field force & sales management team to work professionally and proficiently. These systems help in the grooming and development of the field force. They help to plan incremental business from each listed customers.

These systems help in planning, controlling, implementing, evaluating , analyzing the business and to take business decisions based on principals .

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Wilsons Healthcare Representative Reporting System

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Work Plan
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Each Healthcare Representative is supposed to submit his Work Plan for forthcoming month on 22nd of every month to his DSM. Wilsons Healthcare District Sales Manager is supposed to submit his Work Plan and reporting teams Work Plan on 25th of every month to SM. Wilsons Healthcare SM is supposed to submit his Work Plan along with his teams Work Plan on 28th of every month to respective BUM.

Wilsons Healthcare Work Plan format is attached on next slide


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Healthcare Work Plan SPO / DSM/ SM


Name: Month: Date (D-M-Y) Designation: Territory / District / Zone: Objective

Day

Morning CP

Evening CP

Station

Submitted by, Date:

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Approved by , Date:

Healthcare Representative Work Schedule


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Each Healthcare Representative is supposed to submit his Work Schedule on quarterly basis to his DSM and not supposed to make any changes & amendments without his DSMs and SMs approval . On quarterly basis after necessary amendments Work Schedule is supposed to be submitted to DSM on 15th of last month (3rd month) of each quarter so that he can review and submit to his SM by 22nd of last month (3rd Month) of each quarter for review and final approval. On quarterly basis BUM is supposed to receive Healthcare Representatives Work Schedule on 28th of last month (3rd Month ) of each quarter so that he can use if need be during his field work in forthcoming quarter.
Wilsons Healthcare Work Schedules format is attached on next slide
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Representative Monthly Work Schedule


Day
Name Morning Contact Point Evening Contact Point Dstrict Sales Manager's Name Healthcare Representative Code Time Time District Name Morning Contact Point Evening Contact Point Dstrict Sales Manager's Name

Day
Healthcare Representative Code Time Time District

Morning
S.N Code o Morning Doctors Speciality Designation Area DD/MM/YY S.No Code Morning Doctors Speciality

Morning
Designation Area DD/MM/YY

Evening
S.N Code o Evening Doctors Speciality Designation Area DD/MM/YY S.No Code Evening Doctors Speciality

Evening
Designation Area DD/MM/YY

Heathcare Representative's Sign

District Sales Manager's Approval

Heathcare Representative's Sign

District Sales Manager's Approval

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Healthcare Daily Report System


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Each Healthcare Representative/DSM/SM are supposed to make their daily call report on daily basis . On very next day of each working day he is supposed to produce his daily report on demand made by his supervisor or any senior of hierarchy. Two sets of Daily report copies must be submitted to DSM in weekly Meeting . Each DSM is responsible for sending his two sets of daily reports along with his teams one set of daily call report to his SM just after the completion of weekly meeting every week. Each SM is assigned to send his daily reports along with one set of DSM and Healthcare Representative s daily reports to his BUM before the completion of week.
Wilsons Healthcare Daily Call Reports formats are attached on next slides
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Worked With (Name of Senior With Designation) Morning 1 2 3

Daily Report Daily HCR

Healthcare
Date

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Designation District City Total Working Days Class Speciality A B Samples Given C D E A

Evening

Name

Total Enlisted Doctors

S.No 1 2 3 4 5 6 7 8 9 10 11 12

Code No

Name of Doctor

Give Aways Given B C

Comments / Remarks if Any

Evening Work 13 14 15 16 17 18 Total Quantity Distributed Today Last Working Day Balance Current Balance S.No 1 2 3 4 5 6 7 8 Name & Address Of The Pharmacy Visited Total Value of booking COMPETITORS ACTIVITY New Product

Work Summary No. of Calls No. of Calls Today Todate

Give Aways Seminar / Symposium Any Other Signature

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Daily Call Report For DSM Healthcare / SM


Name

Morning Evening

1 1

Worked With 2 2

3 3

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Date Designation District /Zone

S.No 1 2 3 4 5 6 7 8 9 10 11 12

Code No

Name of Doctor

Class

Speciality

Comments / Remarks if Any

Evening Work 13 14 15 16 17 18 S.No 1 2 3 4 5 6 7 8

Pharmancy

Demand
No. of Calls Today

Work Summary No. of Calls Todate

Signature

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Healthcare Monthly Sales Report


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Each Healthcare Representative/DSM/SM/BUM is supposed to make his sales report on monthly basis and before 2nd of every month every one is supposed to furnish / produce on demand .

Wilsons Healthcare Sales Report s format is attached on next slides


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Healthcare Monthly Sales Report


Name of HCR /DSM / SM /BM /CM : Territory/ District / Zone : Month To Date S/No Product Price Target 1 Group Value 2 Achieveme nt % #DIV/0! Target Quarter To Date Achieveme nt % #DIV/0! Target Year to Date Achieveme nt % #DIV/0! Month :

Analysis Varience Varience Last Month YTD MTD 0 0 GOLM* #DIV/0!

#DIV/0!

#DIV/0!

#DIV/0!

#DIV/0!

#DIV/0!

#DIV/0!

#DIV/0!

#DIV/0!

Group Value
3 Group Value 4 Group Value 5 0 0 0 0 0 0

#DIV/0!

#DIV/0!

#DIV/0!

#DIV/0!

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#DIV/0!

#DIV/0!

#DIV/0!

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Group Value
T .Value 0 0

#DIV/0!

#DIV/0!

#DIV/0!

#DIV/0!

#DIV/0!

#DIV/0!

#DIV/0!

#DIV/0!

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Healthcare Month by Month Sales Trend


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Each Healthcare Representative/DSM/SM/BUM is supposed to make his sales trend on monthly basis and before 2nd of every month every one is supposed to furnish / produce on demand .

Wilsons Healthcare Sales Trend s format is attached on next slides


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Month By Month Sales Trend Nmae:


S.No Product T.P Jan Feb Mar Q1 Apr May

Designation :
Jun Q2 July Aug Sep Q3

Territory/District/Zone :
Oct Nov Dec Q4 YTD

Group

Group

Group

Group

Group

T. Group

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LEAVE APPLICATION
Pure is Cure Instructions for completing the Application For Leave Form: The Application for Leave form must be completed and submitted prior to individual proceeding on leave(sick leave excepted).

All sections of this form must be fully completed. Incomplete forms will cause a delay in processing. Sections 1 and 2 is to be filled and Section 3 to be certified by the employee. Section 4 will be filled by the supervisor.
Wilsons Healthcare Leave applications format is attached on next slides

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Healthcare
Instructions for completing the Application for Leave Form:

LEAVE APPLICATION

1. The Application for Leave form must be completed and submitted prior to individual proceeding on leave(sick leave excepted). 2. All sections of this form must be fully completed. Incomplete forms will cause a delay in processing. 3. Sections 1 and 2 is to be filled and Section 3 to be certified by the employee. Section 4 will be filled by the supervisor.

SECTION 1 - INDIVIDUAL DETAILS Name Designation Application Date SECTION 2 - LEAVE DETAILS Leave Type: Employee ID : Department: Contact Phone: (During Leaves)

First Day of Leave

Last Day of Leave

Leave Type Casual Leave Annual Leaves Maternity Leaves Others

Please Specify Reason

SECTION 3 - CERTIFICATION

I certify that the leave/absence requested above is for the purpose(s) indicated. I understand that I must comply with my Signature employing company's procedures for requesting leave/approved absence (and provide additional documentation, including medical certification, if required) and that falsification of information on this form may be grounds for Date: disciplinary action, including removal.

SECTION 4 - APPROVAL Approved/ Disapproved Front Line Manager Second Line Manager Date Signature

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Departmental Head

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Thank You

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