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Digg It - 4 Ways to Automate Tasks in Microsoft CRM Using Workflow
Are you sick of entering data into Microsoft CRM manually? How about dealing with inconsistent data that makes reporting difficult and time-consuming? Whether you are a business user or IT user, you are guaranteed to appreciate the po
According to USFDA, a combination product is one composed of any combination of a drug and device; biological product and device; drug and biological product
wer and flexibility of workflow within Microsoft Dynamics CRM 3.0. Here are four easy ways to use workflow to automate tasks that support sales and customer service. By the end of this article, you will be able to automate your proces
; or drug, device, and biological product and fixed dose combination would include two or more combinations of drug.
Examples of combination products may in
Examples of combination products may in
ses using Microsoft CRM and workflow.
1. Assign New Leads to the Appropriate Person or Queue
If you have multiple sales people to whom are assigned leads meeting specific criteria, then this is a handy way to use wo
1. Assign New Leads to the Appropriate Person or Queue
If you have multiple sales people to whom are assigned leads meeting specific criteria, then this is a handy way to use wo
lude drug-coated devices, drugs packaged with delivery devices in medical kits, and drugs and devices packaged separately but intended to be used together.
rkflow. For example, let's say that your territories are defined by state, and the Joe is the sales person for all of New York state. Upon the creation of a new lead with a state of New York, the lead can be automatically assigned to
here is enormous increase in the number of combination products entering the market in the recent years. Combination products have proven advantages but fixe
Joe so that it appears in his My Leads view. Then an e-mail can be sent, again automatically, to both Joe and his manager notifying them of the new lead.
Do you assign leads by some other criteria, such as industry (e.g., equipment m
Do you assign leads by some other criteria, such as industry (e.g., equipment m
d dose combinations are still in the process of convincing regulatory authority on their advantages over the single ingredient formulations.
Combination pro
Combination pro
anufacturing) or region (e.g., Northeast)? Not a problem. As long as the data identifying the lead as an equipment manufacturer or as located within the Northeast is entered in CRM, workflow events can be triggered using this data.
<
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ucts have become life saving products for the pharmaceutical companies who doesn’t have many innovative molecules in their product pipeline and have been inc
strong>2. Assign New Cases to the Appropriate Person or Queue
If you have a customer service or support function, or even an internal support function (e.g., IT department), then workflow works beautifully with the service m
If you have a customer service or support function, or even an internal support function (e.g., IT department), then workflow works beautifully with the service m
easingly used in the product life cycle management. Even the companies having product patents are trying to extend their product life cycle through the combi
anagement functionality within Microsoft CRM. A common use is to assign a new case to a specific person or queue, depending on specific criteria. If the case type is IT, then it would go to the IT queue. If the case type is a Contract
nation products and maximize the revenues. But the companies involved in this practice are overlooking that they are burdening the patients both economically
, then the case would be assigned to the sales person assigned to that customer.
Another criteria is priority. Most companies treat emergency requests differently than normal or low priority requests. Depending on the priority, diffe
Another criteria is priority. Most companies treat emergency requests differently than normal or low priority requests. Depending on the priority, diffe
and physically. They need to rightly judge the benefits of the combination products and they have to even look at the risks involved when combining the produ
rent rules can be triggered. For example, an emergency request could be routed to the Emergency Response team. If they don't respond within five minutes, then a follow up task would be triggered to the VP of Customer Service.
ts. Some of the combination products were well accepted by physicians while others suffered. Companies involved in development of combination products are fi
>3. Notify Customers on Status of Their Case
Not only can cases be assigned automatically, but customers could be kept informed about the status of their cases. Upon creation of a case, an e-mail would go to the customer who
Not only can cases be assigned automatically, but customers could be kept informed about the status of their cases. Upon creation of a case, an e-mail would go to the customer who
ding difficulty in defining their combination products and facing various challenges from selecting a combination to marketing it.
Following aspects would a
Following aspects would a
opened the case, giving them case number and who to call if they have questions. Once the case has been resolved, another e-mail could be sent to the customer informing them of the resolution and who to call if there are additional p
dd to the challenges in developing combination products:
Which markets to tap where the combination products can do fairly well?
Which combination prod
Which markets to tap where the combination products can do fairly well?
Which combination prod
roblems with the case. Constant customer contact is critical in service/support situations, and workflow can automate much of that contact.
4. Automate Creation of Procedural Tasks
Do you need to follow a procedure?
4. Automate Creation of Procedural Tasks
Do you need to follow a procedure?
cts are meaningful and rational?
Which therapeutic categories to select?
Which Combinations can address unmet needs of the patients?
Do combin
Which therapeutic categories to select?
Which Combinations can address unmet needs of the patients?
Do combin
Who doesn't? Let's say that upon creation of a new lead, the sales person is supposed to send a welcome letter introducing them to the lead. At the same time, the marketing department is supposed to mail a standard packet of informat
tions increase the patient compliance?
What would be the developing cost?
How to tackle the risks encountered during combination product developmen
What would be the developing cost?
How to tackle the risks encountered during combination product developmen
ion. Finally, five days after the packet of information has been sent, the sales person is to call the lead. How does everybody remember to do this stuff?
Workflow, of course.
Upon creation of the lead, a personalized e-mail based o
Workflow, of course.
Upon creation of the lead, a personalized e-mail based o
t?
As combination products don't fit into the traditional categories of drugs, medical devices, or biological products, the USFDA is in the process of devel
As combination products don't fit into the traditional categories of drugs, medical devices, or biological products, the USFDA is in the process of devel
ff of a specific template can be sent automatically to the lead.
A task would be created and assigned to the appropriate marketing queue, where a person assigned to monitor the queue handles it. Perhaps they even process the requests
A task would be created and assigned to the appropriate marketing queue, where a person assigned to monitor the queue handles it. Perhaps they even process the requests
ping new procedures for reviewing their safety, efficacy and quality.
Professional from academic institutions, pharmaceutical industries, health care indust
Professional from academic institutions, pharmaceutical industries, health care indust
in bulk at the end of the day or the beginning of the next day. They may even use an external fulfillment center specifically for this purpose. Either way, the task is created automatically.
Finally, the phone call activity for the
Finally, the phone call activity for the
y and representatives from various regulatory agencies are working out to design the regulatory requirements for manufacture and sale of combination products
sales person is created with a due date of five days in the future, with the specific script included in the task. Now they have a reminder to call the lead and they know what they need to say.
Pretty cool, isn't it?
Conclus
Pretty cool, isn't it?
Conclus
.
As there is an increasing trend of the combination products companies manufacturing such products should be able to tackle the problems involved in the de
As there is an increasing trend of the combination products companies manufacturing such products should be able to tackle the problems involved in the de
ion
As you have seen, workflow in Microsoft CRM can help anybody using CRM, whether it is the sales manager, sales person, customer service manager, customer service rep, or anybody else. There are many other ways to automat
As you have seen, workflow in Microsoft CRM can help anybody using CRM, whether it is the sales manager, sales person, customer service manager, customer service rep, or anybody else. There are many other ways to automat
elopment. They need to be wiser in analyzing the market trends and the regulatory requirements.
Companies that provide selfless information through particip
Companies that provide selfless information through particip
e tasks, including using more complicated logic.The only limitation is your imagination. With the ideas in this article and some creativity, you should be able to think of other ways to use workflow in Microsoft CRM for your business.
tion in industry events and feedback to regulatory authorities would be able to face the challenges and will be successful in developing combination products
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