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Świat KsiążkiMobile loyalty programme and product catalogueSFDCommerce, loyalty and everyday motivationSTS / Solarts3D solar installation configurator
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App cost calculatorEstimate scope and budgetE-commerce AI adviserMap decisions, risks and optionsE-commerce TCO calculatorCompare SaaS and custom over 5 years
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Product scenarios

CRM · Industry: Pharma, Sales

CRM for pharma field sales

Visits, notes, offline and reporting

Visits, notes and materials with sync. Reporting automated. Before work starts, we agree the scope and the measures that will show whether it works for your business.

Discuss the scope for your business See the problem and solution
Conceptual customer relationship timeline
Concept visual, not a client application screen
01What is not working today02How the solution could work03What our work proves04What to measure05How we define the scope06What needs to connect
01What is not working todayNo field dataThe situation that costs the team time, sales or control of the process.

Reports are delayed and visit planning is not optimized.

  1. 01Manual reporting
  2. 02No offline mode
  3. 03Inconsistent data
  4. 04Weak follow-up
02How the solution could workOffline-first CRMThe key parts of the system and the role each one plays in daily work.

Visits, notes and materials with sync. Reporting automated.

  1. 01Visit planning
  2. 02Notes
  3. 03Offline sync
  4. 04Materials
  5. 05Reporting
03What our work provesExperience from a related areaSee what a related delivery proves and what should not be inferred from it.

This project demonstrates experience in a related area. We do not present it as proof that we delivered this exact scenario.

Experience from a related area

BERG System Case Study - mobile CRM for financial services

Mobile CRM for financial advisors. The CRM functions needed in the field. Data security, biometric authentication.

View the delivery
04What to measureWhat we will validate in your businessThe metrics to define before work starts and review after a pilot.

These are areas to measure, not promised outcomes. We will agree the baseline and target before work starts.

01

Metric to validate

Higher efficiency

We will establish a baseline for higher efficiency and measure the change using pilot data before treating it as an outcome.

02

Metric to validate

Better data

We will establish a baseline for better data and measure the change using pilot data before treating it as an outcome.

03

Metric to validate

Faster follow-up

We will establish a baseline for faster follow-up and measure the change using pilot data before treating it as an outcome.

05How we define the scopeFrom the problem to an agreed planFrom a clear problem to an agreed scope, price and delivery plan.
01

Define the problem

We examine the process, users, data and constraints, then agree which problem is worth solving first.

02

Map and test the flow

We design the key product journey and test it with the people who will actually use it.

03

Build and integrate

We build the product, integrations and tests together. Progress and decisions stay visible throughout.

04

Launch and measure

We release in stages, measure the agreed indicators and use the evidence to plan what comes next.

06What needs to connectSystems and integrations behind the solutionThe systems, data and integrations required for a safe launch.

Backend

  • Node.js

Mobile

  • React Native
  • Expo

Integrations

  • SSO

Cloud

  • DigitalOcean

A service matched to this scenario

Integrations and operational systems

Applications connected to CRM, ERP, APIs and team workflows.

Explore the service scope

Related topics

Industry for this scenarioPharma, SalesCRMMobile CRM for financial advisors

Next step

Tell us which process you want to improve

During workshops we align the goal, users, data and risks. Once the scope is agreed, you receive a fixed-price delivery proposal.

Discuss the scope for your business Prepare a short brief
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Let's talk
about the project.

Have an app idea or need technological support? Write to us — we'll prepare a preliminary analysis and estimate within 48h. Projects that go through our DDT process (Discovery, Design & Technology) come with a price guarantee and a fixed-price agreement — a key differentiator for us.

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