Digital transformation of commercial processes at PHOENIX PHARMA with Microsoft Dynamics 365

Solution

The Paraflow team implemented a comprehensive project to expand and adapt the functionalities in Microsoft Dynamics 365 CRM:

1. Structuring and managing customer data

• Hierarchical relationships: Configuring an extended customer structure for effective tracking of connected customers.
• Security and access: Defining new user roles and precise distribution of access rights.

2. Optimization of sales activities

• Activity tracking: Implementing tools for managing and tracking sales representative visits and analyzing customer turnover.
• Automation: Introducing automated notifications for quick operational actions and eliminating delays.

3. Integrations and analytics

• Real-time synchronization: integration with an external system that ensures synchronization of customer data, profiles and turnover.
• Intelligent import: Development of a module for automated loading of Excel data (market shares and other specific business metrics).
• Business Visualization: Building customized interactive dashboards to visualize key business metrics.

Achieved results

For the customer

PHOENIX PHARMA is a leading integrated provider of healthcare services in Bulgaria with 30 years of market experience. The company serves more than 3,000 pharmacies and 250 hospitals, and has more than 20,000 products and specialized health software in its portfolio. The company is a partner of leading manufacturers of medical devices, as well as an exclusive representative of foreign manufacturers on the Bulgarian market.

PHOENIX PHARMA is part of the PHOENIX Group, developing activity in the field of pharmaceutical wholesale and pre-distribution, with 224 sites in 29 countries.

A long-standing partnership

This project is another proof of the sustainable cooperation between Paraflow and PHOENIX PHARMA.

The Paraflow team is also behind the successful construction of the contact center of PHOENIX PHARMA, based on Cisco Unified Contact Center (UCCX), Cisco Unified Communication Manager (CUCM), Cisco Unified Border Element (CUBE) and Dynamics CRM.