Medicover – custom CRM for B2B sales teams
For Medicover Romania we built a custom CRM for the sales and marketing teams: companies and contacts, opportunities valued by product line, activities, daily and weekly KPIs, reports and an audit log.
- Client
- Medicover Romania
- Industry
- Private healthcare
- Project type
- Custom CRM, internal application
- Users
- Sales and marketing teams
- Services
- Custom CRM development, KPI dashboard, reports, audit log, built-in CMS
- Technologies
- Laravel, PHP, MySQL, jQuery
Medicover Romania, private healthcare
Medicover is one of the leading private healthcare providers in Romania. Besides individual patients, it works with companies that offer healthcare services to their employees.
B2B sales across several product lines, tracked by team
A sale to a company can combine several product lines (Prepaid, Insurance, FFS), each with its own value and number of employees. At the same time, the teams' calls, meetings and emails have to be tracked for every account manager.
The goal was a CRM built around Medicover's sales process, easy to use for the sales and marketing teams, that centralizes data about clients, prospects and partners and gives management clear numbers for decisions.
The solution built by DevTeam
We built a web CRM tailored to Medicover's B2B sales process. These are the main components.
KPI dashboard for the sales teams
The CRM home page shows sales activity in charts: calls, meetings and emails per week, plus the daily average for the indicators that matter in sales.
The daily average of calls, week by week.
How many client meetings the team has, on average, every day.
The pace at which new opportunities enter the pipeline.
The daily average of contracts, week by week.
Managers see the pace of every week at a glance, and the Reports section goes into detail.
Opportunities valued by product line
Each opportunity is linked to a company and an account manager and holds, separately, the value and number of employees for the Prepaid, Insurance and FFS lines, plus the total value and the total number of employees.
The status shows the stage of the sale, from the completion percentage to the start of delivery. The list can be filtered by type, team and period, and opportunities can be imported and exported.
Activities: calls and client meetings
The teams log every call and every meeting: the team, account manager, company, contact, date, status and a comment.
The list can be filtered by activity type, team and date range, and exported for analysis.
Company record and audit log
Every company has a record with tabs for details, opportunities, activities and audit, so the history of the client relationship is in one place.
The audit log records every action: its type (for example, creating a lead), the user, the section of the platform and the exact time.
Teams, notifications, mailbox and CMS
Users work in teams, each with its own account managers, and get in-app notifications. The CRM has a built-in mailbox and a CMS for the website: pages, blog, gallery, menus, widgets and slideshows. Analytics and reCAPTCHA are configured from the settings.
- Teams and account managers
- In-app notifications
- Built-in mailbox
- Website CMS
Key features
- Company record with details, opportunities, activities and audit
- Contacts linked to each company, with name and job title
- Opportunities with value and number of employees for Prepaid, Insurance and FFS
- Total value and total number of employees for each opportunity
- Sales statuses, from completion percentage to start of delivery
- Activities: calls and meetings, with status and comments
- Search and filters by type, team and date range
- Opportunity import and list export
- Dashboard with calls, meetings and emails per week
- Daily KPIs: calls, meetings, opportunities and contracts
- Audit log for every action in the platform
- Teams, notifications, mailbox and built-in CMS
Results
- Data about clients, prospects and partners is centralized in a single platform.
- Management tracks every team's activity through daily and weekly KPIs.
- The value of opportunities is visible for each product line, not just in total.
- Every change in the CRM can be traced in the audit log.
The CRM gives a complete, up-to-date view of clients and of the sales teams' activity, for data-driven decisions.
Technologies
- Laravel
- PHP
- MySQL
- jQuery
- JavaScript
- HTML5
- CSS3
Need a CRM built around your sales process?
We build custom CRMs for sales and marketing teams: companies, opportunities, activities, KPIs, reports and an audit log, shaped around the way your company sells. Learn more about our CRM platform development service.